Idacorp
IDA
389 hedge funds and large institutions have $4.02B invested in Idacorp in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 122 increasing their positions, 142 reducing their positions, and 41 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.79% more ownership
Funds ownership: 83.1% → 84.88% (+1.8%)
2% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 41
1% less funds holding
Funds holding: 392 → 389 (-3)
5% less capital invested
Capital invested by funds: $4.24B → $4.02B (-$217M)
14% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 142
88% less call options, than puts
Call options by funds: $627K | Put options by funds: $5.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$107M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$48.1M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$32.7M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$22.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$39.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$23M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15M |
IDA Hedge Fund Activity: Q3 2023 in Review
389 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q3 2023, worth a combined $4.02B — down 5.1% from $4.24B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IDA positions and 41 closed out — a net gain of 1 holder — while 122 added to existing stakes and 142 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $107M. The largest seller was Millennium Management, cutting an estimated $39.1M.
- 389 institutional investors held Idacorp (IDA) as of Q3 2023, down from 392 in Q2 2023.
- Funds reported $4.02B of Idacorp stock for Q3 2023, down 5.1% quarter-over-quarter.
- 42 funds opened new Idacorp positions in Q3 2023 and 41 closed out, a net change of +1 holder.
- The largest Idacorp buyer in Q3 2023 was Wellington Management Group, an estimated $107M added.
- The largest Idacorp seller in Q3 2023 was Millennium Management, an estimated $39.1M sold.
Based on aggregated 13F filings for Q3 2023.