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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
HIM
351
Hillsdale Investment Management
Ontario, Canada
$6K +$1.6K +15 +33%
TPCW
352
TD Private Client Wealth
New York
$5.45K +$5.45K +51 New
FWC
353
First Washington Corp
Washington
$5K
HGWM
354
Harvest Group Wealth Management
Massachusetts
$5K
TF
355
Tompkins Financial
New York
$5K
TWA
356
TCI Wealth Advisors
Arizona
$4K +$3.63K +34 New
CCM
357
Covington Capital Management
California
$4K +$3.95K +37 New
OPS
358
Orion Portfolio Solutions
Nebraska
$4K +$4.38K +41 New
ACM
359
Allred Capital Management
Texas
$3.42K +$3.42K +32 New
SFSIG
360
San Francisco Sentry Investment Group
California
$3K
TFO
361
Tarbox Family Office
California
$3K +$2.03K +19 +211%
BFC
362
Bedel Financial Consulting
Indiana
$2K
ZB
363
Zions Bancorporation
Utah
$2K
SFS
364
Sowell Financial Services
Arkansas
$2K +$321 +3 +21%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$2K +$1.6K +15 New
CAW
366
Cornerstone Advisors (Washington)
Washington
$1K
APA
367
American Portfolios Advisors
New York
$854 -$97.1K -909 -99%
CRCP
368
Copper Rock Capital Partners
Massachusetts
-$17.9M -159,283 Closed
Squarepoint
369
Squarepoint
New York
-$13M -115,275 Closed
CPP
370
Crow Point Partners
Massachusetts
-$5.63M -50,000 Closed
OTPPB
371
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$5.35M -47,496 Closed
Verition Fund Management
372
Verition Fund Management
Connecticut
-$5.05M -44,789 Closed
DF
373
Donoghue Forlines
Massachusetts
-$4.53M -40,223 Closed
IG
374
ING Group
Netherlands
-$3M -26,612 Closed
Capital Fund Management (CFM)
375
Capital Fund Management (CFM)
France
-$2.87M -25,500 Closed

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.