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190 hedge funds and large institutions have $2.03B invested in Idacorp in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.75B → $2.03B (+$274M)

5.73% more ownership

Funds ownership: 72.33%78.06% (+5.7%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

2% less funds holding

Funds holding: 193190 (-3)

Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
5.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
71
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
126
Suntrust Banks
Georgia
$604K -$67.8K -1,326 -10%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$596K -$20K -392 -3%
DTL
128
Dynamic Technology Lab
Singapore
$572K +$564K +11,030 New
LMGAM
129
Liberty Mutual Group Asset Management
Massachusetts
$566K -$242K -4,740 -30%
SAMC
130
Shinko Asset Management Company
Japan
$560K -$20.4K -400 -4%
Citigroup
131
Citigroup
New York
$523K -$258K -5,045 -33%
FNBOO
132
First National Bank of Omaha
Nebraska
$502K -$10.2K -200 -2%
AW
133
Alpha Windward
Massachusetts
$498K +$28K +547 +6%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$411K +$406K +7,936 New
CCMG
135
Clark Capital Management Group
Pennsylvania
$399K -$5.98K -117 -1%
SO
136
STRS Ohio
Ohio
$394K -$35.8K -700 -8%
SAM
137
Securian Asset Management
Minnesota
$376K -$11.1K -217 -3%
EHC
138
Everett Harris & Co
California
$376K +$256 +5 +0.1%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$365K -$4.09K -80 -1%
HIS
140
Horizon Investment Services
Indiana
$351K +$12.7K +249 +4%
CYG
141
Clean Yield Group
Vermont
$347K -$25.6K -500 -7%
PTCG
142
Pring Turner Capital Group
California
$345K +$340K +6,650 New
SCM
143
Shelton Capital Management
Colorado
$344K +$51.1K +1,000 +18%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$330K +$325K +6,364 New
IPC
145
Independent Portfolio Consultants
Florida
$325K -$40.6K -795 -11%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$288K +$141K +2,767 +99%
CAM
147
Capstone Asset Management
Texas
$280K -$91.9K -1,798 -25%
WAM
148
World Asset Management
Michigan
$257K -$41.5K -813 -14%
ZIM
149
Zacks Investment Management
Illinois
$256K -$102 -2 -0%
LPL Financial
150
LPL Financial
California
$234K +$17.9K +350 +8%

IDA Hedge Fund Activity: Q4 2013 in Review

190 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2013, worth a combined $2.03B — up 16% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IDA and 23 opened new positions — a net loss of 2 holders — while 71 trimmed existing stakes and 65 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $134M. The largest seller was American Century Companies, cutting an estimated $24.1M.

  • 190 institutional investors held Idacorp (IDA) as of Q4 2013, down from 193 in Q3 2013.
  • Funds reported $2.03B of Idacorp stock for Q4 2013, up 16% quarter-over-quarter.
  • 23 funds opened new Idacorp positions in Q4 2013 and 25 closed out, a net change of -2 holders.
  • The largest Idacorp buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $134M added.
  • The largest Idacorp seller in Q4 2013 was American Century Companies, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2013.