Idacorp
306 hedge funds and large institutions have $3.6B invested in Idacorp in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 91 reducing their positions, and 26 closing their positions.
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
19% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 91
6% more capital invested
Capital invested by funds: $3.41B → $3.6B (+$199M)
5% more funds holding
Funds holding: 292 → 306 (+14)
1.16% more ownership
Funds ownership: 76.54% → 77.7% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
37% less call options, than puts
Call options by funds: $278K | Put options by funds: $443K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$76.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15.5M |
| 4 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
+$14.4M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$31.6M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$15.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.8M |
| 4 |
Millennium Management
New York
|
-$12.1M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$12.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
326
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$45K | -507 | Closed |
|
|
PWM
327
Perigon Wealth Management
San Francisco,
California
| – | -$35K | -400 | Closed |
|
|
PWAG
328
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$35K | -400 | Closed |
|
|
APP
329
Avantax Planning Partners
Dubuque,
Iowa
| – | -$29K | -330 | Closed |
|
|
FPFS
330
First Personal Financial Services
Charlotte,
North Carolina
| – | -$14K | -153 | Closed |
|
|
WDL
331
Well Done LLC
Holland,
Michigan
| – | -$11K | -125 | Closed |
|
332
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -33 | Closed |
|
IDA Hedge Fund Activity: Q2 2018 in Review
306 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q2 2018, worth a combined $3.6B — up 5.8% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IDA positions and 26 closed out — a net gain of 16 holders — while 108 added to existing stakes and 91 trimmed.
The largest buyer was BlackRock, adding an estimated $76.1M. The largest seller was Northern Trust, cutting an estimated $31.6M.
- 306 institutional investors held Idacorp (IDA) as of Q2 2018, up from 292 in Q1 2018.
- Funds reported $3.6B of Idacorp stock for Q2 2018, up 5.8% quarter-over-quarter.
- 42 funds opened new Idacorp positions in Q2 2018 and 26 closed out, a net change of +16 holders.
- The largest Idacorp buyer in Q2 2018 was BlackRock, an estimated $76.1M added.
- The largest Idacorp seller in Q2 2018 was Northern Trust, an estimated $31.6M sold.
Based on aggregated 13F filings for Q2 2018.