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Idacorp
IDA

292 hedge funds and large institutions have $3.41B invested in Idacorp in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 94

0.85% more ownership

Funds ownership: 75.69% → 76.54% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $3.48B → $3.41B (-$76.6M)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

1% less funds holding

Funds holding: 296 → 292 (-4)

Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
104
Reduced
94
Closed
32
Calls
$363K
Puts
–
Net Calls
+$363K
Net Calls Change
-$313K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$32M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.8M
3
Bank of America
Bank of America
North Carolina
+$24.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$19.9M
5
Goldman Sachs
Goldman Sachs
New York
+$18.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$32.5M
2
Franklin Resources
Franklin Resources
California
-$25.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.6M
4
Morgan Stanley
Morgan Stanley
New York
-$17.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
251
Trust Company of Vermont
Vermont
$42K – – –
S
252
SignatureFD
Georgia
$41K +$39.3K +466 New
EA
253
Edge Advisors
Georgia
$39K – – –
CA
254
Crewe Advisors
Utah
$35K – – –
LNB
255
Ledyard National Bank
$35K – – –
PWM
256
Perigon Wealth Management
California
$35K – – –
PWAG
257
Polaris Wealth Advisory Group
California
$35K +$33.8K +400 New
GWM
258
Geneos Wealth Management
Colorado
$32K – – –
APP
259
Avantax Planning Partners
Iowa
$29K +$27.9K +330 New
BRC
260
Bell Rock Capital
Delaware
$27K +$169 +2 +0.7%
SGAM
261
Smith Group Asset Management
Texas
$25K – – –
VDFA
262
Vickerman & Driscoll Financial Advisors
Washington
$24K – – –
HDIM
263
Hanson & Doremus Investment Management
Vermont
$22K – – –
MCM
264
Mainstay Capital Management
Michigan
$21K – – –
VCM
265
Versant Capital Management
Arizona
$20K -$928 -11 -4%
ClearBridge Investments
266
ClearBridge Investments
New York
$20K – – –
CTC
267
Central Trust Company
Missouri
$18K +$16.9K +200 New
PCG
268
Private Capital Group
Connecticut
$17K -$253 -3 -2%
IBOK
269
Independence Bank of Kentucky
Kentucky
$16K – – –
FPFS
270
First Personal Financial Services
North Carolina
$14K -$760 -9 -6%
PAM
271
Panagora Asset Management
Massachusetts
$13K – – –
TSW
272
Thompson Siegel & Walmsley
Virginia
$13K – – –
GAM
273
Gemmer Asset Management
California
$11K – – –
SWM
274
SeaCrest Wealth Management
New York
$11K – – –
ST
275
Smithfield Trust
Pennsylvania
$11K – – –
9 10
11
12 13

IDA Hedge Fund Activity: Q1 2018 in Review

292 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2018, worth a combined $3.41B — down 2.2% from $3.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IDA and 31 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 104 added.

The largest buyer was Wells Fargo, adding an estimated $32M. The largest seller was BlackRock, cutting an estimated $32.5M.

  • 292 institutional investors held Idacorp (IDA) as of Q1 2018, down from 296 in Q4 2017.
  • Funds reported $3.41B of Idacorp stock for Q1 2018, down 2.2% quarter-over-quarter.
  • 31 funds opened new Idacorp positions in Q1 2018 and 32 closed out, a net change of -1 holder.
  • The largest Idacorp buyer in Q1 2018 was Wells Fargo, an estimated $32M added.
  • The largest Idacorp seller in Q1 2018 was BlackRock, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2018.