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358 hedge funds and large institutions have $4.34B invested in Idacorp in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 126 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $3.87B → $4.34B (+$472M)

0.02% more ownership

Funds ownership: 76.39%76.41% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 364358 (-6)

13% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 126

14% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 43

88% less call options, than puts

Call options by funds: $462K | Put options by funds: $3.9M

Holders
358
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
7.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
109
Reduced
126
Closed
43
Calls
$462K
Puts
$3.9M
Net Calls
-$3.44M
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$475K -$7.46K -70 -2%
C
227
Cerebellum
California
$474K +$449K +4,210 New
Creative Planning
228
Creative Planning
Kansas
$471K +$2.24K +21 +0.5%
AG
229
AlphaSimPlex Group
Massachusetts
$461K -$174K -1,631 -28%
DIM
230
DC Investments Management
Virginia
$453K +$111K +1,038 +35%
WSCM
231
Wellington Shields Capital Management
New York
$451K
P
232
Pitcairn
Pennsylvania
$447K +$21.1K +198 +5%
KeyBank National Association
233
KeyBank National Association
Ohio
$444K
RJFSA
234
Raymond James Financial Services Advisors
Florida
$440K +$23.2K +218 +6%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$440K +$48.6K +456 +13%
JIP
236
Jaffetilchin Investment Partners
Florida
$420K -$18.4K -173 -4%
Stifel Financial
237
Stifel Financial
Missouri
$413K +$389K +3,654 New
BAM
238
Blueshift Asset Management
New Jersey
$405K +$383K +3,597 New
OSIA
239
O'Shares Investment Advisers
Massachusetts
$402K +$14.3K +134 +4%
BWM
240
Buckley Wealth Management
Nevada
$395K
LPL Financial
241
LPL Financial
California
$384K +$9.16K +86 +3%
PP
242
Prudential plc
United Kingdom
$379K +$6.93K +65 +2%
SCM
243
Shelton Capital Management
Colorado
$378K -$15.2K -143 -4%
JG
244
Jefferies Group
New York
$372K +$138K +1,297 +65%
CAN
245
Cetera Advisor Networks
California
$366K
FIB
246
First Interstate Bank
Montana
$366K +$26.6K +250 +8%
QI
247
Qtron Investments
Massachusetts
$360K
Citigroup
248
Citigroup
New York
$354K -$1.97M -18,480 -85%
Zurich Cantonal Bank
249
Zurich Cantonal Bank
Switzerland
$334K
HW
250
Hancock Whitney
Mississippi
$313K

IDA Hedge Fund Activity: Q3 2019 in Review

358 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q3 2019, worth a combined $4.34B — up 12% from $3.87B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IDA and 37 opened new positions — a net loss of 6 holders — while 126 trimmed existing stakes and 109 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $91.6M. The largest seller was Fidelity Investments, cutting an estimated $65.8M.

  • 358 institutional investors held Idacorp (IDA) as of Q3 2019, down from 364 in Q2 2019.
  • Funds reported $4.34B of Idacorp stock for Q3 2019, up 12% quarter-over-quarter.
  • 37 funds opened new Idacorp positions in Q3 2019 and 43 closed out, a net change of -6 holders.
  • The largest Idacorp buyer in Q3 2019 was Parnassus Investments, an estimated $91.6M added.
  • The largest Idacorp seller in Q3 2019 was Fidelity Investments, an estimated $65.8M sold.

Based on aggregated 13F filings for Q3 2019.