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248 hedge funds and large institutions have $2.77B invested in Idacorp in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

88% more call options, than puts

Call options by funds: $843K | Put options by funds: $448K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

63% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 63

6% more funds holding

Funds holding: 233248 (+15)

6% more capital invested

Capital invested by funds: $2.61B → $2.77B (+$162M)

1.8% less ownership

Funds ownership: 77.22%75.42% (-1.8%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
6.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
36
Increased
103
Reduced
63
Closed
20
Calls
$843K
Puts
$448K
Net Calls
+$395K
Net Calls Change
+$562K
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
201
Delta Asset Management
Tennessee
$155K
CHP
202
Cable Hill Partners
Oregon
$150K
DADC
203
D.A. Davidson & Co
Montana
$133K +$30.4K +431 +32%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$132K +$125K +1,775 New
LIA
205
LS Investment Advisors
Michigan
$130K +$7.91K +112 +7%
Creative Planning
206
Creative Planning
Kansas
$127K -$6.99K -99 -5%
HNB
207
Huntington National Bank
Ohio
$126K +$141K +2,000 New
JIM
208
Jupiter Investment Management
United Kingdom
$117K +$111K +1,574 New
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$105K +$24.9K +352 +33%
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$103K +$12.1K +171 +14%
CG
211
Cutler Group
California
$85K +$80.7K +1,143 New
PSUF
212
People's United Financial
Connecticut
$75K
RFA
213
Reilly Financial Advisors
California
$67K -$847 -12 -1%
TC
214
Trust Company
Kansas
$52K
FHA
215
First Horizon Advisors
Tennessee
$51K +$23.5K +333 +89%
IWMPD
216
Integrated Wealth Management (Palm Desert)
California
$45K
NFG
217
Next Financial Group
Texas
$45K +$14.3K +203 +50%
AIM
218
Acrospire Investment Management
Illinois
$45K +$42.4K +600 New
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$41K +$565 +8 +1%
SEI Investments
220
SEI Investments
Pennsylvania
$39K +$10.7K +152 +41%
LNB
221
Ledyard National Bank
$37K
BJ
222
BlackRock Japan
Japan
$36K +$34.5K +488 New
TCOV
223
Trust Company of Vermont
Vermont
$35K
Geode Capital Management
224
Geode Capital Management
Massachusetts
$26.7K +$1.1M +15,593 +5%
SGAM
225
Smith Group Asset Management
Texas
$22K -$1.41K -20 -6%

IDA Hedge Fund Activity: Q1 2016 in Review

248 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2016, worth a combined $2.77B — up 6.2% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IDA positions and 20 closed out — a net gain of 16 holders — while 103 added to existing stakes and 63 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.6M. The largest seller was First Eagle Investment Management, cutting an estimated $164M.

  • 248 institutional investors held Idacorp (IDA) as of Q1 2016, up from 233 in Q4 2015.
  • Funds reported $2.77B of Idacorp stock for Q1 2016, up 6.2% quarter-over-quarter.
  • 36 funds opened new Idacorp positions in Q1 2016 and 20 closed out, a net change of +16 holders.
  • The largest Idacorp buyer in Q1 2016 was Vanguard Group, an estimated $16.6M added.
  • The largest Idacorp seller in Q1 2016 was First Eagle Investment Management, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2016.