We are live on ! Find out more

213 hedge funds and large institutions have $2.16B invested in Idacorp in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $2.12B → $2.16B (+$38.2M)

1% more funds holding

Funds holding: 211213 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.1% less ownership

Funds ownership: 76.22%74.11% (-2.1%)

28% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 88

Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
6.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
63
Reduced
88
Closed
19
Calls
$677K
Puts
Net Calls
+$677K
Net Calls Change
+$677K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$285M +$6.66M +120,528 +3%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$255M
Vanguard Group
3
Vanguard Group
Pennsylvania
$188M +$5.21M +94,284 +3%
State Street
4
State Street
Massachusetts
$104M -$598K -10,831 -0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$102M -$13.8M -250,100 -12%
Goldman Sachs
6
Goldman Sachs
New York
$85.1M -$1M -18,132 -1%
BIT
7
BlackRock Institutional Trust
California
$83.8M -$462K -8,373 -0.6%
Northern Trust
8
Northern Trust
Illinois
$82.5M -$3.41M -61,811 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$66.9M -$4.04M -73,210 -6%
Norges Bank
10
Norges Bank
Norway
$51.4M +$24.5M +444,329 +100%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$41.8M +$4.53M +82,016 +13%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$40.3M -$6.61M -119,700 -15%
Fisher Asset Management
13
Fisher Asset Management
Washington
$37.2M -$216K -3,912 -0.6%
Federated Hermes
14
Federated Hermes
Pennsylvania
$31.8M -$694K -12,567 -2%
Franklin Resources
15
Franklin Resources
California
$30.9M
ICOM
16
Investment Counselors of Maryland
Maryland
$29.8M -$1.46M -26,426 -5%
Ameriprise
17
Ameriprise
Minnesota
$29M +$172K +3,108 +0.6%
TSW
18
Thompson Siegel & Walmsley
Virginia
$21.4M +$684K +12,386 +3%
PCM
19
Palisade Capital Management
New Jersey
$21.1M -$70.4K -1,275 -0.3%
JP Morgan Chase
20
JP Morgan Chase
New York
$21M +$789K +14,294 +4%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$20.5M +$133K +2,400 +0.7%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$17.7M -$5.1M -92,387 -23%
LI
23
LMCG Investments
Massachusetts
$17.4M -$814K -14,732 -5%
Retirement Systems of Alabama
24
Retirement Systems of Alabama
Alabama
$16.5M -$82.4K -1,492 -0.5%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$16.2M +$702K +12,713 +5%

IDA Hedge Fund Activity: Q2 2014 in Review

213 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q2 2014, worth a combined $2.16B — up 1.8% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IDA positions and 19 closed out — a net gain of 4 holders — while 63 added to existing stakes and 88 trimmed.

The largest buyer was Norges Bank, adding an estimated $24.5M. The largest seller was Allianz Asset Management, cutting an estimated $52.4M.

  • 213 institutional investors held Idacorp (IDA) as of Q2 2014, up from 211 in Q1 2014.
  • Funds reported $2.16B of Idacorp stock for Q2 2014, up 1.8% quarter-over-quarter.
  • 23 funds opened new Idacorp positions in Q2 2014 and 19 closed out, a net change of +4 holders.
  • The largest Idacorp buyer in Q2 2014 was Norges Bank, an estimated $24.5M added.
  • The largest Idacorp seller in Q2 2014 was Allianz Asset Management, an estimated $52.4M sold.

Based on aggregated 13F filings for Q2 2014.