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249 hedge funds and large institutions have $3.06B invested in Idacorp in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 67

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

10% more capital invested

Capital invested by funds: $2.77B → $3.06B (+$288M)

0% more funds holding

Funds holding: 248249 (+1)

0.85% less ownership

Funds ownership: 75.42%74.57% (-0.85%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
249
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
6.64%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
31
Increased
98
Reduced
67
Closed
28
Calls
$465K
Puts
Net Calls
+$465K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
O
201
OppenheimerFunds
New York
$210K +$191K +2,587 New
RJFSA
202
Raymond James Financial Services Advisors
Florida
$202K +$183K +2,485 New
WAM
203
World Asset Management
Michigan
$200K +$181K +2,459 New
WTB
204
Washington Trust Bank
Washington
$174K
DAM
205
Delta Asset Management
Tennessee
$169K
CHP
206
Cable Hill Partners
Oregon
$163K
DADC
207
D.A. Davidson & Co
Montana
$162K +$15K +203 +11%
IA
208
IFP Advisors
Florida
$155K +$141K +1,911 New
SOADOR
209
State of Alaska Department of Revenue
Alaska
$152K +$7.74K +105 +6%
Creative Planning
210
Creative Planning
Kansas
$141K +$1.84K +25 +1%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$115K
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$112K -$221 -3 -0.2%
SEI Investments
213
SEI Investments
Pennsylvania
$112K +$63.6K +862 +164%
PSUF
214
People's United Financial
Connecticut
$81K
AssetMark Inc
215
AssetMark Inc
California
$81K +$73.1K +992 New
Barclays
216
Barclays
United Kingdom
$79K -$444K -6,022 -86%
RFA
217
Reilly Financial Advisors
California
$73K
FHA
218
First Horizon Advisors
Tennessee
$57K
TC
219
Trust Company
Kansas
$57K
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$54K +$8.4K +114 +21%
IWMPD
221
Integrated Wealth Management (Palm Desert)
California
$49K
NFG
222
Next Financial Group
Texas
$49K +$221 +3 +0.5%
RCM
223
Riverhead Capital Management
Delaware
$38K -$444K -6,016 -61%
TCOV
224
Trust Company of Vermont
Vermont
$38K
LNB
225
Ledyard National Bank
$33K -$7.37K -100 -20%

IDA Hedge Fund Activity: Q2 2016 in Review

249 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q2 2016, worth a combined $3.06B — up 10% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IDA positions and 28 closed out — a net gain of 3 holders — while 98 added to existing stakes and 67 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $24.8M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $129M sold.

  • 249 institutional investors held Idacorp (IDA) as of Q2 2016, up from 248 in Q1 2016.
  • Funds reported $3.06B of Idacorp stock for Q2 2016, up 10% quarter-over-quarter.
  • 31 funds opened new Idacorp positions in Q2 2016 and 28 closed out, a net change of +3 holders.
  • The largest Idacorp buyer in Q2 2016 was GW&K Investment Management, an estimated $24.8M added.
  • The largest Idacorp seller in Q2 2016 was First Eagle Investment Management, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2016.