We are live on ! Find out more

249 hedge funds and large institutions have $3.06B invested in Idacorp in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 67

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

10% more capital invested

Capital invested by funds: $2.77B → $3.06B (+$288M)

0% more funds holding

Funds holding: 248249 (+1)

0.85% less ownership

Funds ownership: 75.42%74.57% (-0.85%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
249
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
6.64%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
31
Increased
98
Reduced
67
Closed
28
Calls
$465K
Puts
Net Calls
+$465K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$19.9M +$418K +5,666 +2%
JIR
27
James Investment Research
Ohio
$18.5M +$601K +8,147 +4%
EIP
28
Energy Income Partners
Connecticut
$17.4M +$296K +4,016 +2%
Invesco
29
Invesco
Georgia
$17M +$2.03M +27,552 +15%
TCIM
30
TIAA CREF Investment Management
New York
$16.8M +$3.27M +44,331 +27%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.2M +$6.82M +92,534 +87%
Deutsche Bank
32
Deutsche Bank
Germany
$16.1M +$10.8M +145,811 +282%
MFIMFI
33
Mesirow Financial Investment Management - Fixed Income
Illinois
$15.8M +$14.4M +194,715 New
Principal Financial Group
34
Principal Financial Group
Iowa
$15.6M +$1.86M +25,164 +15%
Bank of America
35
Bank of America
North Carolina
$15.2M +$5.93M +80,407 +76%
AP
36
AHL Partners
United Kingdom
$15.1M +$2.42M +32,841 +22%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$15.1M -$1.82M -24,624 -12%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$14.7M +$2.5M +33,858 +23%
First Trust Advisors
39
First Trust Advisors
Illinois
$14M +$1.75M +23,676 +16%
NFA
40
Nationwide Fund Advisors
Ohio
$13.4M -$373K -5,063 -3%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$12.5M -$522K -7,083 -4%
Nisa Investment Advisors
42
Nisa Investment Advisors
Missouri
$12M +$7.37K +100 +0.1%
FP
43
Foundry Partners
Minnesota
$12M +$10.9M +147,312 New
UBS AM
44
UBS AM
Illinois
$11.8M +$28.4K +385 +0.3%
Legal & General Group
45
Legal & General Group
United Kingdom
$11.1M -$779K -10,568 -7%
TCM
46
Tributary Capital Management
Nebraska
$10.8M +$1.04M +14,065 +12%
IGIM
47
I.G. Investment Management
Manitoba, Canada
$10.6M
CEP
48
Chicago Equity Partners
Illinois
$10.5M -$28.8K -390 -0.3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$10.4M -$251K -3,400 -3%
MOACM
50
Mutual of America Capital Management
New York
$10.3M +$420K +5,702 +5%

IDA Hedge Fund Activity: Q2 2016 in Review

249 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q2 2016, worth a combined $3.06B — up 10% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IDA positions and 28 closed out — a net gain of 3 holders — while 98 added to existing stakes and 67 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $24.8M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $129M sold.

  • 249 institutional investors held Idacorp (IDA) as of Q2 2016, up from 248 in Q1 2016.
  • Funds reported $3.06B of Idacorp stock for Q2 2016, up 10% quarter-over-quarter.
  • 31 funds opened new Idacorp positions in Q2 2016 and 28 closed out, a net change of +3 holders.
  • The largest Idacorp buyer in Q2 2016 was GW&K Investment Management, an estimated $24.8M added.
  • The largest Idacorp seller in Q2 2016 was First Eagle Investment Management, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2016.