We are live on ! Find out more

190 hedge funds and large institutions have $2.03B invested in Idacorp in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.75B → $2.03B (+$274M)

5.73% more ownership

Funds ownership: 72.33%78.06% (+5.7%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

2% less funds holding

Funds holding: 193190 (-3)

Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
5.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
71
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
26
Retirement Systems of Alabama
Alabama
$14.8M
MAA
27
Managed Account Advisors
New Jersey
$14.7M -$276K -5,400 -2%
Prudential Financial
28
Prudential Financial
New Jersey
$13.8M -$13.2M -258,100 -49%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$13.6M +$847K +16,581 +7%
American Century Companies
30
American Century Companies
Missouri
$13.4M -$24.1M -472,180 -65%
First Trust Advisors
31
First Trust Advisors
Illinois
$12.5M +$1.03M +20,217 +9%
TCIM
32
TIAA CREF Investment Management
New York
$12M -$259K -5,070 -2%
NFA
33
Nationwide Fund Advisors
Ohio
$10.3M -$768K -15,038 -7%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$9.85M -$1.36M -26,664 -12%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$9.85M -$981K -19,200 -9%
Credit Agricole
36
Credit Agricole
France
$9.59M
DVM
37
Dreman Value Management
Florida
$9.58M +$1.19M +23,226 +14%
JGUA
38
John G. Ullman & Associates
New York
$9.46M -$128K -2,500 -1%
Charles Schwab
39
Charles Schwab
California
$8.78M +$454K +8,886 +6%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$7.85M +$1.6M +31,359 +26%
Morgan Stanley
41
Morgan Stanley
New York
$7.49M +$3.7M +72,397 +101%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$7.42M
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$7.21M -$257K -5,032 -3%
Legal & General Group
44
Legal & General Group
United Kingdom
$7.14M +$1.25M +24,514 +22%
AIG
45
American International Group
New York
$7.01M -$150K -2,942 -2%
Nisa Investment Advisors
46
Nisa Investment Advisors
Missouri
$6.77M
PI
47
Putnam Investments
Massachusetts
$6.62M -$15.3K -300 -0.2%
Principal Financial Group
48
Principal Financial Group
Iowa
$6.49M +$79.2K +1,549 +1%
IGIM
49
I.G. Investment Management
Manitoba, Canada
$6.41M +$4.36M +85,400 +223%
GC
50
Guggenheim Capital
Illinois
$6.34M +$4.63M +90,619 +286%

IDA Hedge Fund Activity: Q4 2013 in Review

190 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2013, worth a combined $2.03B — up 16% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IDA and 23 opened new positions — a net loss of 2 holders — while 71 trimmed existing stakes and 65 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $134M. The largest seller was American Century Companies, cutting an estimated $24.1M.

  • 190 institutional investors held Idacorp (IDA) as of Q4 2013, down from 193 in Q3 2013.
  • Funds reported $2.03B of Idacorp stock for Q4 2013, up 16% quarter-over-quarter.
  • 23 funds opened new Idacorp positions in Q4 2013 and 25 closed out, a net change of -2 holders.
  • The largest Idacorp buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $134M added.
  • The largest Idacorp seller in Q4 2013 was American Century Companies, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2013.