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248 hedge funds and large institutions have $2.77B invested in Idacorp in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

88% more call options, than puts

Call options by funds: $843K | Put options by funds: $448K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

63% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 63

6% more funds holding

Funds holding: 233248 (+15)

6% more capital invested

Capital invested by funds: $2.61B → $2.77B (+$162M)

1.8% less ownership

Funds ownership: 77.22%75.42% (-1.8%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
6.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
36
Increased
103
Reduced
63
Closed
20
Calls
$843K
Puts
$448K
Net Calls
+$395K
Net Calls Change
+$562K
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
26
James Investment Research
Ohio
$16.4M -$412K -5,832 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$15.7M -$1.52M -21,492 -9%
EIP
28
Energy Income Partners
Connecticut
$15.6M +$1.21M +17,096 +9%
Invesco
29
Invesco
Georgia
$13.6M +$7.75M +109,723 +152%
DVM
30
Dreman Value Management
Florida
$13.4M +$12.7M +179,153 New
NFA
31
Nationwide Fund Advisors
Ohio
$12.7M +$140K +1,989 +1%
Principal Financial Group
32
Principal Financial Group
Iowa
$12.4M +$337K +4,768 +3%
TCIM
33
TIAA CREF Investment Management
New York
$12.1M -$188K -2,661 -2%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$12M -$465K -6,591 -4%
AP
35
AHL Partners
United Kingdom
$11.4M +$9.64M +136,510 +860%
First Trust Advisors
36
First Trust Advisors
Illinois
$11.1M -$637K -9,015 -6%
Nisa Investment Advisors
37
Nisa Investment Advisors
Missouri
$11M
Legal & General Group
38
Legal & General Group
United Kingdom
$11M -$901K -12,756 -8%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$10.9M -$1.27M -18,031 -11%
UBS AM
40
UBS AM
Illinois
$10.8M -$296K -4,189 -3%
PI
41
Putnam Investments
Massachusetts
$9.83M
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$9.81M +$261K +3,700 +3%
IGIM
43
I.G. Investment Management
Manitoba, Canada
$9.75M -$996K -14,100 -10%
CEP
44
Chicago Equity Partners
Illinois
$9.64M +$48K +680 +0.5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$9.51M +$636K +9,000 +8%
AIG
46
American International Group
New York
$9.44M -$37.6K -533 -0.4%
AL
47
AJO LP
Pennsylvania
$9.34M +$8.47K +120 +0.1%
MOACM
48
Mutual of America Capital Management
New York
$9.01M +$30.4K +431 +0.4%
TCM
49
Tributary Capital Management
Nebraska
$8.87M +$314K +4,451 +4%
Morgan Stanley
50
Morgan Stanley
New York
$8.87M +$3.12M +44,199 +59%

IDA Hedge Fund Activity: Q1 2016 in Review

248 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2016, worth a combined $2.77B — up 6.2% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IDA positions and 20 closed out — a net gain of 16 holders — while 103 added to existing stakes and 63 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.6M. The largest seller was First Eagle Investment Management, cutting an estimated $164M.

  • 248 institutional investors held Idacorp (IDA) as of Q1 2016, up from 233 in Q4 2015.
  • Funds reported $2.77B of Idacorp stock for Q1 2016, up 6.2% quarter-over-quarter.
  • 36 funds opened new Idacorp positions in Q1 2016 and 20 closed out, a net change of +16 holders.
  • The largest Idacorp buyer in Q1 2016 was Vanguard Group, an estimated $16.6M added.
  • The largest Idacorp seller in Q1 2016 was First Eagle Investment Management, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2016.