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328 hedge funds and large institutions have $3.4B invested in Idacorp in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 115 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 115

0% less ownership

Funds ownership: 77.25%77.25% (-0%)

1% less capital invested

Capital invested by funds: $3.42B → $3.4B (-$18.1M)

5% less funds holding

Funds holding: 344328 (-16)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

43% less call options, than puts

Call options by funds: $1.92M | Put options by funds: $3.38M

Holders
328
Holders Change
-16
Holders Change %
-4.65%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
33
Increased
122
Reduced
115
Closed
48
Calls
$1.92M
Puts
$3.38M
Net Calls
-$1.46M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Human Investing
Oregon
$45K
S
277
SignatureFD
Georgia
$45K +$15.7K +174 +51%
PCG
278
Private Capital Group
Connecticut
$40K -$4.69K -52 -10%
TPCW
279
TD Private Client Wealth
New York
$39K -$22.4K -248 -36%
EFSCE
280
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$722 +8 +2%
M
281
MOTCO
Texas
$35K
Lazard Asset Management
282
Lazard Asset Management
New York
$33K -$3.25K -36 -9%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$33K
FHA
284
Flagship Harbor Advisors
Massachusetts
$33K +$90 +1 +0.3%
LWM
285
Liberty Wealth Management
California
$32K
NL
286
NVWM LLC
Pennsylvania
$32K +$32.9K +365 New
HDIM
287
Hanson & Doremus Investment Management
Vermont
$24K
PFBT
288
Parkside Financial Bank & Trust
Missouri
$24K
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$22K +$22.6K +250 New
DWA
290
Dougherty Wealth Advisers
Minnesota
$20K
MAM
291
Meeder Asset Management
Ohio
$19K -$53.8K -596 -73%
OPS
292
Orion Portfolio Solutions
Nebraska
$19K +$6.23K +69 +47%
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$18K
SCA
294
Stonebridge Capital Advisors
Minnesota
$17K
QCG
295
Quadrant Capital Group
Ohio
$16K -$86K -953 -84%
IBOK
296
Independence Bank of Kentucky
Kentucky
$16K
CIA
297
CSat Investment Advisory
Michigan
$15K +$2.8K +31 +22%
TSW
298
Thompson Siegel & Walmsley
Virginia
$13K
VCM
299
Versant Capital Management
Arizona
$12K -$271 -3 -2%
FCB
300
First Command Bank
Texas
$12K

IDA Hedge Fund Activity: Q2 2020 in Review

328 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q2 2020, worth a combined $3.4B — down 0.53% from $3.42B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IDA and 33 opened new positions — a net loss of 15 holders — while 115 trimmed existing stakes and 122 added.

The largest buyer was Lord, Abbett & Co, adding an estimated $28M. The largest seller was Vanguard Group, cutting an estimated $20.1M.

  • 328 institutional investors held Idacorp (IDA) as of Q2 2020, down from 344 in Q1 2020.
  • Funds reported $3.4B of Idacorp stock for Q2 2020, down 0.53% quarter-over-quarter.
  • 33 funds opened new Idacorp positions in Q2 2020 and 48 closed out, a net change of -15 holders.
  • The largest Idacorp buyer in Q2 2020 was Lord, Abbett & Co, an estimated $28M added.
  • The largest Idacorp seller in Q2 2020 was Vanguard Group, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2020.