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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
GWM
326
Geneos Wealth Management
Colorado
$33.3K
ST
327
Smithfield Trust
Pennsylvania
$31K
AWM
328
Avior Wealth Management
Nebraska
$30.4K -$29.8K -317 -49%
IA
329
IFP Advisors
Florida
$29.9K -$30.3K -323 -50%
CFM
330
Catalyst Funds Management
Australia
$27.9K -$37.5K -400 -57%
CFB
331
Cullen/Frost Bankers
Texas
$25.1K +$188 +2 +0.7%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$23.7K +$9.39K +100 +65%
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$22.7K +$18.8K +200 +455%
CCM
334
Chilton Capital Management
Texas
$21.7K +$94 +1 +0.4%
AF
335
Arrow Financial
New York
$21.6K
GC
336
Gould Capital
Washington
$18.6K
IBOK
337
Independence Bank of Kentucky
Kentucky
$17K
RA
338
Ransom Advisory
Rhode Island
$16.3K +$16.4K +175 New
GI
339
GAMMA Investing
California
$15.8K +$751 +8 +5%
FFA
340
Farther Finance Advisors
California
$14.8K +$12.4K +132 +455%
PFBT
341
Parkside Financial Bank & Trust
Missouri
$14.7K +$8.82K +94 +147%
OWA
342
Opal Wealth Advisors
New York
$14.3K +$14.4K +153 New
PHK
343
Point72 Hong Kong
Hong Kong
$14K +$14.1K +150 New
MCM
344
Manchester Capital Management
Vermont
$13.8K +$12.3K +131 +771%
PWMG
345
Private Wealth Management Group
New Jersey
$13.6K +$9.48K +101 +224%
LI
346
LRI Investments
Florida
$12.6K +$2.16K +23 +21%
QC
347
Quent Capital
New York
$12.4K +$5.26K +56 +73%
PTC
348
Private Trust Company
Ohio
$10.8K +$563 +6 +5%
FP
349
Financial Perspectives
Minnesota
$9.22K
SWS
350
SYSTM Wealth Solutions
Illinois
$8.48K -$1.01M -10,764 -99%

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.