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Idacorp

292 hedge funds and large institutions have $3.41B invested in Idacorp in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 94

0.85% more ownership

Funds ownership: 75.69%76.54% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $3.48B → $3.41B (-$76.6M)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

1% less funds holding

Funds holding: 296292 (-4)

Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
104
Reduced
94
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
-$313K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$25.1M +$854K +10,116 +4%
Morgan Stanley
27
Morgan Stanley
New York
$23.1M -$17.1M -202,852 -44%
TCIM
28
TIAA CREF Investment Management
New York
$22.6M +$3.02M +35,749 +16%
TCM
29
Tributary Capital Management
Nebraska
$21.7M +$1.41M +16,703 +7%
Invesco
30
Invesco
Georgia
$21.2M +$1.11M +13,110 +6%
MFIMFI
31
Mesirow Financial Investment Management - Fixed Income
Illinois
$21.1M +$720K +8,530 +4%
Legal & General Group
32
Legal & General Group
United Kingdom
$21M +$1.66M +19,647 +9%
ICOM
33
Investment Counselors of Maryland
Maryland
$19.9M
Principal Financial Group
34
Principal Financial Group
Iowa
$19.5M +$472K +5,590 +3%
Prudential Financial
35
Prudential Financial
New Jersey
$19.1M +$7.62M +90,270 +72%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$17.2M +$167K +1,984 +1%
AQR Capital Management
37
AQR Capital Management
Connecticut
$15.9M -$5.96M -70,681 -28%
Millennium Management
38
Millennium Management
New York
$15M -$13M -154,450 -48%
Ameriprise
39
Ameriprise
Minnesota
$14.9M +$289K +3,420 +2%
Retirement Systems of Alabama
40
Retirement Systems of Alabama
Alabama
$14.1M +$1.18K +14 +0%
Macquarie Group
41
Macquarie Group
Australia
$13.7M -$439K -5,200 -3%
MPAM
42
Monarch Partners Asset Management
Massachusetts
$13.5M +$6.23M +73,790 +94%
PPA
43
Parametric Portfolio Associates
Washington
$12.8M -$107K -1,262 -0.9%
AIG
44
American International Group
New York
$11.7M -$438K -5,193 -4%
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$10.9M -$31.6K -375 -0.3%
KCM
46
Kennedy Capital Management
Missouri
$10.5M +$2.37M +28,044 +31%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$10.4M +$658K +7,800 +7%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3M -$324K -3,836 -3%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$10.2M -$985K -11,666 -9%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$9.93M -$1.82M -21,516 -16%

IDA Hedge Fund Activity: Q1 2018 in Review

292 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2018, worth a combined $3.41B — down 2.2% from $3.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IDA and 31 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 104 added.

The largest buyer was Wells Fargo, adding an estimated $32M. The largest seller was BlackRock, cutting an estimated $32.5M.

  • 292 institutional investors held Idacorp (IDA) as of Q1 2018, down from 296 in Q4 2017.
  • Funds reported $3.41B of Idacorp stock for Q1 2018, down 2.2% quarter-over-quarter.
  • 31 funds opened new Idacorp positions in Q1 2018 and 32 closed out, a net change of -1 holder.
  • The largest Idacorp buyer in Q1 2018 was Wells Fargo, an estimated $32M added.
  • The largest Idacorp seller in Q1 2018 was BlackRock, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2018.