Idacorp
IDA
352 hedge funds and large institutions have $3.84B invested in Idacorp in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 29 closing their positions.
52% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 29
15% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 110
9% more capital invested
Capital invested by funds: $3.52B → $3.84B (+$321M)
4% more funds holding
Funds holding: 339 → 352 (+13)
0.42% less ownership
Funds ownership: 77.19% → 76.77% (-0.42%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
92% less call options, than puts
Call options by funds: $279K | Put options by funds: $3.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$14.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$10.9M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$8.27M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$8.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$18.6M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$14.9M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$14.3M |
| 5 |
Morgan Stanley
New York
|
-$12.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWMG
376
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$5K | -49 | Closed |
|
|
MNBTD
377
Moody National Bank Trust Division
Galveston,
Texas
| – | -$4K | -48 | Closed |
|
378
Twin Tree Management
Dallas,
Texas
| – | -$3K | -37 | Closed |
|
|
CFA
379
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$97 | +1 | New |
|
IDA Hedge Fund Activity: Q1 2019 in Review
352 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2019, worth a combined $3.84B — up 9.1% from $3.52B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IDA positions and 29 closed out — a net gain of 15 holders — while 127 added to existing stakes and 110 trimmed.
The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), opening a new position worth an estimated $14.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $22.3M.
- 352 institutional investors held Idacorp (IDA) as of Q1 2019, up from 339 in Q4 2018.
- Funds reported $3.84B of Idacorp stock for Q1 2019, up 9.1% quarter-over-quarter.
- 44 funds opened new Idacorp positions in Q1 2019 and 29 closed out, a net change of +15 holders.
- The largest Idacorp buyer in Q1 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $14.7M added.
- The largest Idacorp seller in Q1 2019 was Lord, Abbett & Co, an estimated $22.3M sold.
Based on aggregated 13F filings for Q1 2019.