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Idacorp
IDA

396 hedge funds and large institutions have $4.2B invested in Idacorp in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 138

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $4.31B → $4.2B (-$107M)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 403 → 396 (-7)

2.6% less ownership

Funds ownership: 91.57% → 88.96% (-2.6%)

99% less call options, than puts

Call options by funds: $307K | Put options by funds: $29.9M

Holders
396
Holders Change
-7
Holders Change %
-1.74%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
157
Reduced
138
Closed
37
Calls
$307K
Puts
$29.9M
Net Calls
-$29.6M
Net Calls Change
-$19.1M

Top Buyers

1
CET
Clean Energy Transition
United Kingdom
+$49.5M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$37.9M
3
WHRC
W.H. Reaves & Co
New Jersey
+$29.7M
4
Franklin Resources
Franklin Resources
California
+$26M
5
NI
Nuance Investments
Missouri
+$16.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$77M
2
AT
American Trust
Kentucky
-$76.8M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$38M
4
BlackRock
BlackRock
New York
-$16.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$460K +$14.8K +158 +3%
AAS
227
Avantax Advisory Services
Texas
$459K +$463K +4,932 New
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$446K +$21.1K +225 +5%
CA
229
Continuum Advisory
Idaho
$444K – – –
P
230
Pitcairn
Pennsylvania
$437K +$34K +362 +8%
FIA
231
Foundations Investment Advisors
Arizona
$433K – – –
Osaic Holdings
232
Osaic Holdings
Arizona
$432K -$514K -5,474 -54%
Pictet Asset Management
233
Pictet Asset Management
Switzerland
$422K +$52.1K +555 +14%
William Blair & Company
234
William Blair & Company
Illinois
$408K +$181K +1,928 +79%
BHCM
235
Brevan Howard Capital Management
Jersey
$401K +$165K +1,760 +69%
CCM
236
Coldstream Capital Management
Washington
$395K -$43.6K -464 -10%
OIA
237
OneDigital Investment Advisors
Kansas
$394K +$397K +4,232 New
FHB
238
First Hawaiian Bank
Hawaii
$376K -$14.6K -156 -4%
PS
239
Principal Securities
Iowa
$375K -$34.3K -365 -8%
WSCM
240
Wellington Shields Capital Management
New York
$373K – – –
SAM
241
Securian Asset Management
Minnesota
$371K -$9.39K -100 -2%
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$371K – – –
JIR
243
James Investment Research
Ohio
$352K – – –
EFG
244
Everhart Financial Group
Ohio
$351K +$96.2K +1,025 +37%
II
245
Inspire Investing
Idaho
$351K -$8.92K -95 -2%
TFS
246
Thoroughbred Financial Services
Tennessee
$347K +$350K +3,728 New
WG
247
Welch Group
Alabama
$341K – – –
PWP
248
Phillips Wealth Planners
Mississippi
$337K -$1.5K -16 -0.4%
JCM
249
Jacobi Capital Management
Pennsylvania
$330K +$8.92K +95 +3%
HEIP
250
Hudson Edge Investment Partners
New Jersey
$329K -$67.4K -718 -17%
8 9
10
11 12

IDA Hedge Fund Activity: Q2 2024 in Review

396 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q2 2024, worth a combined $4.2B — down 2.5% from $4.31B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of IDA and 35 opened new positions — a net loss of 2 holders — while 138 trimmed existing stakes and 157 added.

The largest buyer was Clean Energy Transition, opening a new position worth an estimated $49.5M. The largest seller was Morgan Stanley, cutting an estimated $77M.

  • 396 institutional investors held Idacorp (IDA) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $4.2B of Idacorp stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 35 funds opened new Idacorp positions in Q2 2024 and 37 closed out, a net change of -2 holders.
  • The largest Idacorp buyer in Q2 2024 was Clean Energy Transition, an estimated $49.5M added.
  • The largest Idacorp seller in Q2 2024 was Morgan Stanley, an estimated $77M sold.

Based on aggregated 13F filings for Q2 2024.