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378 hedge funds and large institutions have $3.99B invested in Idacorp in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.22M

4% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 128

0.78% more ownership

Funds ownership: 79.03%79.81% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

1% less funds holding

Funds holding: 382378 (-4)

6% less capital invested

Capital invested by funds: $4.23B → $3.99B (-$236M)

Holders
378
Holders Change
-4
Holders Change %
-1.05%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
133
Reduced
128
Closed
32
Calls
$2.34M
Puts
$2.22M
Net Calls
+$118K
Net Calls Change
-$156K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
MUFG Americas
New York
$4K +$4.69K +43 New
SWA
352
Sutton Wealth Advisors
Florida
$3.17K -$436 -4 -11%
CAM
353
ClariVest Asset Management
California
$3K -$981 -9 -22%
MCM
354
Manchester Capital Management
Vermont
$3K -$109 -1 -4%
S
355
Surevest
California
$3K
JWA
356
JFS Wealth Advisors
Pennsylvania
$3K +$1.09K +10 +40%
BCWM
357
Bartlett & Co Wealth Management
Ohio
$2.48K -$4.14K -38 -60%
BC
358
Bartlett & Co
Ohio
$2K -$4.14K -38 -60%
AA
359
Ancora Advisors
Ohio
$2K
HI
360
Harbour Investments
Wisconsin
$2K
Loomis, Sayles & Company
361
Loomis, Sayles & Company
Massachusetts
$2K
PWMG
362
Prestige Wealth Management Group
New Jersey
$2K
TF
363
TimeScale Financial
Massachusetts
$2K
WT
364
Washington Trust
Rhode Island
$2K
SC
365
Schubert & Co
Texas
$2K +$981 +9 +69%
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.4K +22 New
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$1.81K +$10K +92 +0.5%
TPCW
368
TD Private Client Wealth
New York
$1.49K
AAP
369
Arax Advisory Partners
Colorado
$1K
FMP
370
Financial Management Professionals
Texas
$1K
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$1K
DI
372
Disciplined Investments
Oklahoma
$1K +$327 +3 +43%
CAL
373
Capital Advisors Ltd
Ohio
$1K +$872 +8 New
SPIA
374
Steward Partners Investment Advisory
New York
$1K +$981 +9 New
SIC
375
SJS Investment Consulting
Ohio
$1K +$1.09K +10 New

IDA Hedge Fund Activity: Q3 2022 in Review

378 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q3 2022, worth a combined $3.99B — down 5.6% from $4.23B a quarter earlier.

Fund positioning in IDA was balanced in Q3 2022: 32 funds opened new positions, 32 closed out, 133 added to existing stakes and 128 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $21.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $307M.

  • 378 institutional investors held Idacorp (IDA) as of Q3 2022, down from 382 in Q2 2022.
  • Funds reported $3.99B of Idacorp stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 32 funds opened new Idacorp positions in Q3 2022 and 32 closed out, a net change of 0 holders.
  • The largest Idacorp buyer in Q3 2022 was Millennium Management, an estimated $21.9M added.
  • The largest Idacorp seller in Q3 2022 was T. Rowe Price Associates, an estimated $307M sold.

Based on aggregated 13F filings for Q3 2022.