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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
LC
326
Lindbrook Capital
California
$8K
GWS
327
Glassman Wealth Services
Virginia
$8K +$418 +4 +5%
VCM
328
Versant Capital Management
Arizona
$7K
FRA
329
Front Row Advisors
California
$6K
FWC
330
First Washington Corp
Washington
$5K
CWA
331
Clearview Wealth Advisors
Oregon
$5K +$2.09K +20 +67%
VCM
332
Vigilant Capital Management
Maine
$5K +$4.7K +45 New
TF
333
Tompkins Financial
New York
$5K +$5.22K +50 New
SPIA
334
Steward Partners Investment Advisory
New York
$4K
MCM
335
Manchester Capital Management
Vermont
$4K +$2.19K +21 +162%
CFGS
336
Concourse Financial Group Securities
Alabama
$4K +$3.97K +38 New
OSNBOA
337
Old Second National Bank of Aurora
Illinois
$4K +$4.29K +41 New
SWA
338
Sutton Wealth Advisors
Florida
$3.21K
FPS
339
Fieldpoint Private Securities
Connecticut
$3K
PWMG
340
Prestige Wealth Management Group
New Jersey
$3K
BFC
341
Bedel Financial Consulting
Indiana
$2K
WT
342
Washington Trust
Rhode Island
$2K
CWC
343
Carolinas Wealth Consulting
North Carolina
$2K +$732 +7 +78%
BCWM
344
Bartlett & Co Wealth Management
Ohio
$1.24K +$1.25K +12 New
EVM
345
Eaton Vance Management
Massachusetts
$1K -$16K -153 -18%
FMP
346
Financial Management Professionals
Texas
$1K
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
TWA
348
TCI Wealth Advisors
Arizona
$1K
BC
349
Bartlett & Co
Ohio
$1K +$1.25K +12 New
BIA
350
Bell Investment Advisors
California
$1K +$1.25K +12 New

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.