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Idacorp
IDA

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: 2 → 2 (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: 403 → 396 (-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

Top Buyers

1
CET
Clean Energy Transition
United Kingdom
+$49.5M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$37.9M
3
WHRC
W.H. Reaves & Co
New Jersey
+$29.7M
4
Franklin Resources
Franklin Resources
California
+$26M
5
NI
Nuance Investments
Missouri
+$16.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$77M
2
AT
American Trust
Kentucky
-$76.8M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$38M
4
BlackRock
BlackRock
New York
-$16.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
351
Global Retirement Partners
California
$7.54K +$5.16K +55 +212%
DWS
352
Dynamic Wealth Strategies
California
$7K – – –
BC
353
Barrett & Company
Rhode Island
$6.89K – – –
SAM
354
Smartleaf Asset Management
Massachusetts
$6.86K +$1.13K +12 +19%
NA
355
NewEdge Advisors
Louisiana
$6.8K -$7.6K -81 -53%
LC
356
Lindbrook Capital
California
$6.8K +$5.54K +59 +421%
EBA
357
Eagle Bay Advisors
New York
$6.52K +$1.41K +15 +27%
Mitsubishi UFJ Asset Management
358
Mitsubishi UFJ Asset Management
Japan
$5.96K – – –
WT
359
Whittier Trust
California
$5.96K – – –
FRA
360
Front Row Advisors
California
$5.68K -$657 -7 -10%
TF
361
Tompkins Financial
New York
$4.66K – – –
PPC
362
Park Place Capital
Alabama
$4.19K – – –
BFEC
363
Benjamin F. Edwards & Company
Missouri
$4K – – –
BIA
364
Bell Investment Advisors
California
$3.07K +$1.5K +16 +94%
FFC
365
First Financial Corp
Indiana
$2.7K – – –
FCA
366
FinTrust Capital Advisors
South Carolina
$2.61K +$2.63K +28 New
CFGS
367
Concourse Financial Group Securities
Alabama
$2.61K +$469 +5 +22%
CJ
368
Caitlin John
Michigan
$2.33K -$706K -7,523 -100%
HCP
369
Hexagon Capital Partners
Arkansas
$2.33K -$563 -6 -19%
PWMG
370
Prestige Wealth Management Group
New Jersey
$2.33K – – –
JWA
371
JFS Wealth Advisors
Pennsylvania
$2.33K +$375 +4 +19%
VWM
372
Venturi Wealth Management
Texas
$2.33K +$1.03K +11 +79%
TJHA
373
Thomas J. Herzfeld Advisors
Florida
$2.33K +$2.35K +25 New
AGWCA
374
Annis Gardner Whiting Capital Advisors
Florida
$2.24K -$845 -9 -27%
JFA
375
JNBA Financial Advisors
Minnesota
$2.14K – – –
13 14
15
16 17

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.