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370 hedge funds and large institutions have $4.1B invested in Idacorp in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

3% more funds holding

Funds holding: 358370 (+12)

1.35% more ownership

Funds ownership: 76.41%77.76% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

5% less capital invested

Capital invested by funds: $4.34B → $4.1B (-$234M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.37M

Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
7.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
55
Increased
122
Reduced
117
Closed
36
Calls
Puts
$4.37M
Net Calls
-$4.37M
Net Calls Change
-$932K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
326
Parkside Financial Bank & Trust
Missouri
$30K
PA
327
Procyon Advisors
Connecticut
$30K +$30.5K +285 New
DWA
328
Dougherty Wealth Advisers
Minnesota
$25K
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$22K
SCA
330
Stonebridge Capital Advisors
Minnesota
$21K
AA
331
Advisory Alpha
Michigan
$19.2K +$19.1K +179 New
NFG
332
Next Financial Group
Texas
$19K -$1.24M -11,606 -98%
IBOK
333
Independence Bank of Kentucky
Kentucky
$19K
BCA
334
Berman Capital Advisors
Georgia
$18K +$107 +1 +0.6%
TSW
335
Thompson Siegel & Walmsley
Virginia
$16K
VCM
336
Versant Capital Management
Arizona
$15K -$2.99K -28 -16%
FCB
337
First Command Bank
Texas
$14K
FCFS
338
First Command Financial Services
Texas
$14K
ST
339
Smithfield Trust
Pennsylvania
$14K
CIA
340
CSat Investment Advisory
Michigan
$12K +$1.5K +14 +14%
Asset Management One
341
Asset Management One
Japan
$11K
AF
342
Allworth Financial
California
$11K +$107 +1 +1%
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.7K +100 New
FP
344
Financial Perspectives
Minnesota
$10.6K +$10.6K +99 New
EARNEST Partners
345
EARNEST Partners
Georgia
$10K +$9.51K +89 New
TAIM
346
TD Ameritrade Investment Management
Nebraska
$10K +$9.73K +91 New
VAIA
347
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.98K +84 New
GAM
348
Gemmer Asset Management
California
$8K -$5.45K -51 -39%
CTC
349
Central Trust Company
Missouri
$7K
ASN
350
Advisory Services Network
Georgia
$7K +$427 +4 +6%

IDA Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2019, worth a combined $4.1B — down 5.4% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IDA positions and 36 closed out — a net gain of 19 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $88.2M. The largest seller was American Century Companies, cutting an estimated $27.3M.

  • 370 institutional investors held Idacorp (IDA) as of Q4 2019, up from 358 in Q3 2019.
  • Funds reported $4.1B of Idacorp stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 55 funds opened new Idacorp positions in Q4 2019 and 36 closed out, a net change of +19 holders.
  • The largest Idacorp buyer in Q4 2019 was Johanson Financial Advisors, an estimated $88.2M added.
  • The largest Idacorp seller in Q4 2019 was American Century Companies, an estimated $27.3M sold.

Based on aggregated 13F filings for Q4 2019.