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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: 22 (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: 403396 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
301
Perkins Coie Trust Company
Washington
$104K
Bessemer Group
302
Bessemer Group
New Jersey
$97K +$4.51K +48 +5%
ADL
303
Asset Dedication LLC
California
$96.4K
AssetMark Inc
304
AssetMark Inc
California
$96K
MG
305
Mather Group
Illinois
$89.4K +$50.8K +541 +129%
EWA
306
EverSource Wealth Advisors
Alabama
$84.1K +$4.13K +44 +5%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$84K +$30.1K +321 +55%
PMFA
308
Plante Moran Financial Advisors
Michigan
$83.8K
SOAMC
309
Spirit of America Management Corp
New York
$83.8K
PA
310
Parallel Advisors
California
$72.7K +$7.51K +80 +11%
SOW
311
State of Wyoming
Wyoming
$71.3K +$7.98K +85 +13%
1IA
312
1620 Investment Advisors
Massachusetts
$70.6K +$71.2K +758 New
USB
313
Union Savings Bank
Connecticut
$69.9K
CTC
314
Central Trust Company
Missouri
$68.2K -$3.47K -37 -5%
CYG
315
Clean Yield Group
Vermont
$65.2K
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$64K -$30.3K -323 -32%
C
317
Covestor
United Kingdom
$60K -$59.1K -630 -50%
MFG
318
Mendota Financial Group
Wisconsin
$58.3K
FHA
319
First Horizon Advisors
Tennessee
$51.4K -$3.57K -38 -6%
Nomura Asset Management
320
Nomura Asset Management
Japan
$47.5K +$15K +160 +46%
AT
321
Avalon Trust
New Mexico
$46.6K
WSC
322
Wellington Shields & Co
New York
$46.6K
M
323
MOTCO
Texas
$37.3K
ATPW
324
Ashton Thomas Private Wealth
Arizona
$35.3K +$35.6K +379 New
RA
325
Rise Advisors
New York
$34.3K +$13.7K +146 +66%

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.