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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
DIA
151
Dana Investment Advisors
Wisconsin
$232K +$228K +4,469 New
SG Americas Securities
152
SG Americas Securities
New York
$208K -$1.28M -24,996 -86%
DD
153
Dominick & Dominick
New York
$207K +$204K +4,000 New
WSCM
154
Wellington Shields Capital Management
New York
$207K +$204K +4,000 New
BMM
155
Buffington Mohr McNeal
Idaho
$182K
TAM
156
Tocqueville Asset Management
New York
$174K +$171K +3,350 New
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$157K +$1.74K +34 +1%
OA
158
OFI Advisors
Pennsylvania
$157K +$16.1K +316 +12%
DADC
159
D.A. Davidson & Co
Montana
$138K
HNB
160
Huntington National Bank
Ohio
$119K
DAM
161
Delta Asset Management
Tennessee
$116K
Canada Life
162
Canada Life
Manitoba, Canada
$103K +$101K +1,971 New
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$97K -$235K -4,606 -71%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$96K
Creative Planning
165
Creative Planning
Kansas
$92K +$5.11K +100 +6%
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$89.8K -$612K -11,972 -87%
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$88K -$7.05K -138 -8%
AAM
168
Advisors Asset Management
Colorado
$78K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$78K +$3.63K +71 +5%
RA
170
Rational Advisors
New York
$75K -$12.8K -250 -15%
LFG
171
LifePlan Financial Group
Ohio
$71K
PSUF
172
People's United Financial
Connecticut
$62K +$10.2K +200 +20%
Canada Pension Plan Investment Board
173
Canada Pension Plan Investment Board
Ontario, Canada
$57K +$56.2K +1,100 New
DOA
174
D'Orazio & Associates
Virginia
$52K +$51.1K +1,000 New
TF
175
Tompkins Financial
New York
$41K

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.