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368 hedge funds and large institutions have $3.91B invested in Idacorp in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 41

8% more funds holding

Funds holding: 341368 (+27)

5% more capital invested

Capital invested by funds: $3.74B → $3.91B (+$172M)

0.58% more ownership

Funds ownership: 77.35%77.93% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 118

24% less call options, than puts

Call options by funds: $3.55M | Put options by funds: $4.67M

Holders
368
Holders Change
+27
Holders Change %
+7.92%
% of All Funds
6.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
70
Increased
116
Reduced
118
Closed
41
Calls
$3.55M
Puts
$4.67M
Net Calls
-$1.12M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Harbour Investments
Wisconsin
$4K +$3.66K +40 New
SWA
352
Sutton Wealth Advisors
Florida
$3.1K
FPS
353
Fieldpoint Private Securities
Connecticut
$3K -$17.4K -190 -86%
FF
354
FourThought Financial
Florida
$3K +$366 +4 +11%
VFA
355
Valeo Financial Advisors
Indiana
$3K +$2.74K +30 New
SWM
356
Spire Wealth Management
Virginia
$3K +$2.83K +31 New
ADIM
357
Alpha DNA Investment Management
Maryland
$3K +$3.29K +36 New
BFC
358
Bedel Financial Consulting
Indiana
$2K
PWMG
359
Prestige Wealth Management Group
New Jersey
$2K
MCM
360
Manchester Capital Management
Vermont
$1K -$1.65K -18 -58%
CFGS
361
Concourse Financial Group Securities
Alabama
$1K
TWA
362
TCI Wealth Advisors
Arizona
$1K
WT
363
Washington Trust
Rhode Island
$1K +$183 +2 +15%
CWC
364
Carolinas Wealth Consulting
North Carolina
$1K +$823 +9 New
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$1K +$914 +10 New
CFA
366
Carroll Financial Associates
North Carolina
$1K +$1.46K +16 New
TPCW
367
TD Private Client Wealth
New York
$400 -$274 -3 -43%
LPU
368
Lansdowne Partners (UK)
United Kingdom
-$17.2M -179,108 Closed
CVA
369
Ceredex Value Advisors
Florida
-$6.89M -71,704 Closed
AR
370
Advisory Research
Illinois
-$6.13M -63,829 Closed
RBA
371
Richard Bernstein Advisors
New York
-$4.54M -47,284 Closed
MPM
372
Meritage Portfolio Management
Kansas
-$3.8M -39,580 Closed
MSE
373
MUFG Securities EMEA
United Kingdom
-$3.75M -39,000 Closed
BCI
374
Brinker Capital Investments
Pennsylvania
-$3.27M -34,055 Closed
Mirae Asset Global Investments
375
Mirae Asset Global Investments
South Korea
-$2.59M -26,997 Closed

IDA Hedge Fund Activity: Q1 2021 in Review

368 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2021, worth a combined $3.91B — up 4.6% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IDA positions and 41 closed out — a net gain of 29 holders — while 116 added to existing stakes and 118 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $46.3M. The largest seller was Parnassus Investments, cutting an estimated $36M.

  • 368 institutional investors held Idacorp (IDA) as of Q1 2021, up from 341 in Q4 2020.
  • Funds reported $3.91B of Idacorp stock for Q1 2021, up 4.6% quarter-over-quarter.
  • 70 funds opened new Idacorp positions in Q1 2021 and 41 closed out, a net change of +29 holders.
  • The largest Idacorp buyer in Q1 2021 was AllianceBernstein, an estimated $46.3M added.
  • The largest Idacorp seller in Q1 2021 was Parnassus Investments, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2021.