Idacorp
IDA
405 hedge funds and large institutions have $4.6B invested in Idacorp in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 38 closing their positions.
58% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 38
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more capital invested
Capital invested by funds: $4.02B → $4.6B (+$579M)
7.61% more ownership
Funds ownership: 84.88% → 92.49% (+7.6%)
4% more funds holding
Funds holding: 389 → 405 (+16)
2% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 133
81% less call options, than puts
Call options by funds: $2.19M | Put options by funds: $11.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$225M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$52.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$49.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$26.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$27.7M |
| 2 |
BlackRock
New York
|
-$24.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$21.6M |
| 4 |
Parnassus Investments
San Francisco,
California
|
-$12.8M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$10.6M |
IDA Hedge Fund Activity: Q4 2023 in Review
405 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2023, worth a combined $4.6B — up 14% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IDA positions and 38 closed out — a net gain of 22 holders — while 136 added to existing stakes and 133 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $225M. The largest seller was AllianceBernstein, cutting an estimated $27.7M.
- 405 institutional investors held Idacorp (IDA) as of Q4 2023, up from 389 in Q3 2023.
- Funds reported $4.6B of Idacorp stock for Q4 2023, up 14% quarter-over-quarter.
- 60 funds opened new Idacorp positions in Q4 2023 and 38 closed out, a net change of +22 holders.
- The largest Idacorp buyer in Q4 2023 was Morgan Stanley, an estimated $225M added.
- The largest Idacorp seller in Q4 2023 was AllianceBernstein, an estimated $27.7M sold.
Based on aggregated 13F filings for Q4 2023.