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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
AF
376
Advisornet Financial
Minnesota
$2.05K – – –
HNB
377
Huntington National Bank
Ohio
$1.96K +$939 +10 +91%
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
VAG
379
VisionPoint Advisory Group
Texas
$1.86K -$751 -8 -29%
VF
380
VitalStone Financial
Texas
$1.77K – – –
IAIM
381
International Assets Investment Management
Florida
$1.58K +$1.6K +17 New
RWMG
382
Redwood Wealth Management Group
New Jersey
$1.4K +$1.41K +15 New
SPIA
383
Steward Partners Investment Advisory
New York
$1.3K -$3.94K -42 -75%
VCM
384
Versant Capital Management
Arizona
$1.3K -$2.63K -28 -67%
PWA
385
Provenance Wealth Advisors
Florida
$1.02K – – –
FMP
386
Financial Management Professionals
Texas
$1K – – –
CAL
387
Capital Advisors Ltd
Ohio
$1K +$563 +6 New
CP
388
Castleview Partners
Texas
$932 -$375 -4 -29%
AAP
389
Arax Advisory Partners
Colorado
$839 – – –
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$839 +$845 +9 New
SIC
391
SJS Investment Consulting
Ohio
$653 +$188 +2 +40%
LIA
392
Lynx Investment Advisory
District of Columbia
$652 +$657 +7 New
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$373 +$94 +1 +33%
LFG
394
Larson Financial Group
Missouri
$373 +$282 +3 +300%
IC
395
Innealta Capital
Texas
$279 +$282 +3 New
HIA
396
Harbor Investment Advisory
Maryland
$186 +$188 +2 New
AT
397
American Trust
Kentucky
– -$76.8M -827,294 Closed
Balyasny Asset Management
398
Balyasny Asset Management
Illinois
– -$16.5M -177,355 Closed
BIC
399
Beach Investment Counsel
Pennsylvania
– -$6.82M -69,314 Closed
AIG
400
American International Group
New York
– -$6.22M -66,999 Closed
14 15
16
17 18

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.