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370 hedge funds and large institutions have $4.1B invested in Idacorp in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

3% more funds holding

Funds holding: 358370 (+12)

1.35% more ownership

Funds ownership: 76.41%77.76% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

5% less capital invested

Capital invested by funds: $4.34B → $4.1B (-$234M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.37M

Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
7.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
55
Increased
122
Reduced
117
Closed
36
Calls
Puts
$4.37M
Net Calls
-$4.37M
Net Calls Change
-$932K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$31.3M -$2.89M -27,054 -8%
GKIM
27
GW&K Investment Management
Massachusetts
$31.1M -$859K -8,036 -3%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$30.5M +$12.2M +114,290 +67%
TCM
29
Tributary Capital Management
Nebraska
$28.2M -$877K -8,210 -3%
Bank of America
30
Bank of America
North Carolina
$26.3M +$7.37M +68,944 +39%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$24.4M +$3.57M +33,375 +17%
Barclays
32
Barclays
United Kingdom
$23.5M +$2.59M +24,191 +12%
American Century Companies
33
American Century Companies
Missouri
$21.9M -$27.3M -255,461 -55%
N
34
Nuveen
North Carolina
$21.9M -$9.69M -90,640 -31%
WHG
35
Westwood Holdings Group
Texas
$21.7M +$640K +5,988 +3%
VRS
36
Virginia Retirement Systems
Virginia
$20.2M +$96.2K +900 +0.5%
WG
37
Winton Group
United Kingdom
$19.2M -$19.7M -184,485 -51%
Millennium Management
38
Millennium Management
New York
$18.8M -$13.3M -124,652 -41%
Franklin Resources
39
Franklin Resources
California
$18.3M
PPA
40
Parametric Portfolio Associates
Washington
$17.6M +$765K +7,159 +5%
MAM
41
Martingale Asset Management
Massachusetts
$17.6M +$4.21M +39,361 +31%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$16.6M -$938K -8,780 -5%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$16.4M -$121K -1,134 -0.7%
Royal London Asset Management
44
Royal London Asset Management
United Kingdom
$16.2M +$594K +5,554 +4%
William Blair Investment Management
45
William Blair Investment Management
Illinois
$16.1M -$4.82M -45,083 -23%
ICOM
46
Investment Counselors of Maryland
Maryland
$15.6M +$301K +2,820 +2%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$14.9M -$236K -2,205 -2%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$14.5M +$10.5M +98,296 +261%
Ameriprise
49
Ameriprise
Minnesota
$14.3M -$985K -9,213 -6%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$14.3M -$19.6M -183,613 -58%

IDA Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2019, worth a combined $4.1B — down 5.4% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IDA positions and 36 closed out — a net gain of 19 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $88.2M. The largest seller was American Century Companies, cutting an estimated $27.3M.

  • 370 institutional investors held Idacorp (IDA) as of Q4 2019, up from 358 in Q3 2019.
  • Funds reported $4.1B of Idacorp stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 55 funds opened new Idacorp positions in Q4 2019 and 36 closed out, a net change of +19 holders.
  • The largest Idacorp buyer in Q4 2019 was Johanson Financial Advisors, an estimated $88.2M added.
  • The largest Idacorp seller in Q4 2019 was American Century Companies, an estimated $27.3M sold.

Based on aggregated 13F filings for Q4 2019.