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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
ST
301
Smithfield Trust
Pennsylvania
$34K
EFSCE
302
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$11.2K -107 -26%
PCG
303
Private Capital Group
Connecticut
$31K
CTC
304
Central Trust Company
Missouri
$27K
Cohen & Steers
305
Cohen & Steers
New York
$25K -$9.4K -90 -27%
AF
306
Arrow Financial
New York
$24K
PFGIA
307
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$2.4K +23 +12%
SCA
308
Stonebridge Capital Advisors
Minnesota
$21K -$20.9K -200 -50%
MAM
309
McCarthy Asset Management
California
$21K
ST
310
Sageworth Trust
Pennsylvania
$20K
IBOK
311
Independence Bank of Kentucky
Kentucky
$19K
CA
312
Clearstead Advisors
Ohio
$17K +$17.1K +164 New
NFG
313
Next Financial Group
Texas
$16K
SWM
314
Selective Wealth Management
Virginia
$16K
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$14.1K +$14.2K +136 New
LF
316
Lee Financial
Texas
$14K
Nisa Investment Advisors
317
Nisa Investment Advisors
Missouri
$10.6K -$149K -1,425 -1%
FP
318
Financial Perspectives
Minnesota
$10.2K
QCG
319
Quadrant Capital Group
Ohio
$10K -$105 -1 -1%
AWM
320
Accel Wealth Management
Iowa
$10K
CFB
321
Cullen/Frost Bankers
Texas
$10K
IUHSA
322
Itau Unibanco Holding S.A.
Brazil
$10K +$10.6K +101 New
EARNEST Partners
323
EARNEST Partners
Georgia
$9K
TAIM
324
TD Ameritrade Investment Management
Nebraska
$9K +$11.3K +108 New
GAM
325
Gemmer Asset Management
California
$8K

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.