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354 hedge funds and large institutions have $4.1B invested in Idacorp in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 117 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $3.81B → $4.1B (+$291M)

2% more funds holding

Funds holding: 347354 (+7)

1.01% more ownership

Funds ownership: 77.74%78.75% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 119

75% less call options, than puts

Call options by funds: $457K | Put options by funds: $1.81M

Holders
354
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
117
Reduced
119
Closed
33
Calls
$457K
Puts
$1.81M
Net Calls
-$1.35M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
226
Pictet Asset Management (Switzerland)
Switzerland
$372K +$376K +3,600 New
CGH
227
Crossmark Global Holdings
Texas
$369K -$12.5K -120 -3%
Neuberger Berman Group
228
Neuberger Berman Group
New York
$362K +$2.3K +22 +0.6%
IMRF
229
Illinois Municipal Retirement Fund
Illinois
$348K
MML Investors Services
230
MML Investors Services
Massachusetts
$332K -$16.8K -161 -5%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$331K +$119K +1,143 +56%
State of Tennessee, Department of Treasury
232
State of Tennessee, Department of Treasury
Tennessee
$331K +$334K +3,200 New
DADC
233
D.A. Davidson & Co
Montana
$330K +$59K +565 +22%
B
234
Bailard
California
$320K +$15.7K +150 +5%
SCM
235
Shelton Capital Management
Colorado
$304K
HighTower Advisors
236
HighTower Advisors
Illinois
$283K +$24K +230 +9%
QC
237
Quadrature Capital
United Kingdom
$281K +$284K +2,720 New
NL
238
NVWM LLC
Pennsylvania
$273K +$242K +2,316 +713%
DTC
239
Davidson Trust Company
Washington
$272K
OFA
240
Oak Family Advisors
Illinois
$270K +$273K +2,613 New
URS
241
Utah Retirement Systems
Utah
$269K
Creative Planning
242
Creative Planning
Kansas
$268K +$19K +182 +8%
FCBT
243
First Citizens Bank & Trust
North Carolina
$256K +$8.26K +79 +3%
LGA
244
Lebenthal Global Advisors
New York
$256K +$259K +2,482 New
FMT
245
First Mercantile Trust
Tennessee
$249K -$26.1K -250 -9%
MCWS
246
McKinley Carter Wealth Services
West Virginia
$248K
RHJA
247
Rice Hall James & Associates
California
$244K
JCM
248
Jacobi Capital Management
Pennsylvania
$241K +$9.82K +94 +4%
II
249
Inspire Investing
Idaho
$232K +$235K +2,244 New
FMTC
250
Farmers & Merchants Trust Company
California
$231K

IDA Hedge Fund Activity: Q3 2021 in Review

354 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q3 2021, worth a combined $4.1B — up 7.6% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IDA positions and 33 closed out — a net gain of 12 holders — while 117 added to existing stakes and 119 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.7M. The largest seller was BlackRock, cutting an estimated $32.1M.

  • 354 institutional investors held Idacorp (IDA) as of Q3 2021, up from 347 in Q2 2021.
  • Funds reported $4.1B of Idacorp stock for Q3 2021, up 7.6% quarter-over-quarter.
  • 45 funds opened new Idacorp positions in Q3 2021 and 33 closed out, a net change of +12 holders.
  • The largest Idacorp buyer in Q3 2021 was AllianceBernstein, an estimated $28.7M added.
  • The largest Idacorp seller in Q3 2021 was BlackRock, an estimated $32.1M sold.

Based on aggregated 13F filings for Q3 2021.