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253 hedge funds and large institutions have $3.34B invested in Idacorp in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more capital invested

Capital invested by funds: $3.26B → $3.34B (+$75M)

1% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 86

0% more funds holding

Funds holding: 252253 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.43% less ownership

Funds ownership: 75.95%75.52% (-0.43%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $317K

Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
87
Reduced
86
Closed
23
Calls
Puts
$317K
Net Calls
-$317K
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
176
Wellington Shields Capital Management
New York
$352K
TAM
177
Tyers Asset Management
Texas
$345K +$84K +960 +32%
SOADOR
178
State of Alaska Department of Revenue
Alaska
$344K +$26.2K +300 +8%
PP
179
Prudential plc
United Kingdom
$343K
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$340K -$5.6K -64 -2%
LIA
181
LS Investment Advisors
Michigan
$339K -$4.81K -55 -1%
LPL Financial
182
LPL Financial
California
$334K -$342K -3,912 -51%
CYG
183
Clean Yield Group
Vermont
$334K
SCM
184
Shelton Capital Management
Colorado
$331K
DBT
185
Dubuque Bank & Trust
Iowa
$310K +$15.9K +182 +5%
WAM
186
World Asset Management
Michigan
$284K +$3.94K +45 +1%
GFPC
187
Global Financial Private Capital
Florida
$269K +$268K +3,059 New
FIB
188
First Interstate Bank
Montana
$264K +$262K +3,000 New
CAN
189
Cetera Advisor Networks
California
$261K
RJFSA
190
Raymond James Financial Services Advisors
Florida
$257K -$16.4K -188 -6%
N
191
Nuveen
North Carolina
$255K +$254K +2,900 New
ECM
192
ETrade Capital Management
Virginia
$248K +$42.5K +486 +21%
PAM
193
Panagora Asset Management
Massachusetts
$245K -$79.3K -907 -25%
PAG
194
Pinnacle Advisory Group
Maryland
$239K
RCM
195
Riverhead Capital Management
Delaware
$238K +$50.1K +573 +27%
UCFA
196
United Capital Financial Advisors
Texas
$238K +$237K +2,706 New
Ohio Public Employees Retirement System (OPERS)
197
Ohio Public Employees Retirement System (OPERS)
Ohio
$229K
FWCM
198
Ferguson Wellman Capital Management
Oregon
$225K -$2.71K -31 -1%
NBC
199
Neuberger Berman Canada
Ontario, Canada
$221K +$220K +2,516 New
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$211K -$8.22K -94 -4%

IDA Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q3 2017, worth a combined $3.34B — up 2.3% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IDA positions and 23 closed out — a net gain of 4 holders — while 87 added to existing stakes and 86 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $15.5M. The largest seller was Fidelity Investments, cutting an estimated $30.9M.

  • 253 institutional investors held Idacorp (IDA) as of Q3 2017, up from 252 in Q2 2017.
  • Funds reported $3.34B of Idacorp stock for Q3 2017, up 2.3% quarter-over-quarter.
  • 27 funds opened new Idacorp positions in Q3 2017 and 23 closed out, a net change of +4 holders.
  • The largest Idacorp buyer in Q3 2017 was Glenmede Trust, an estimated $15.5M added.
  • The largest Idacorp seller in Q3 2017 was Fidelity Investments, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2017.