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Idacorp
IDA

216 hedge funds and large institutions have $2.5B invested in Idacorp in 2014 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.87M | Put options by funds: $1.98M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

26% more capital invested

Capital invested by funds: $1.98B → $2.5B (+$522M)

5% more funds holding

Funds holding: 205 → 216 (+11)

1.73% more ownership

Funds ownership: 73.55% → 75.27% (+1.7%)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
216
Holders Change
+11
Holders Change %
+5.37%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
59
Reduced
80
Closed
17
Calls
$3.87M
Puts
$1.98M
Net Calls
+$1.88M
Net Calls Change
+$216K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.8M
2
BFA
BlackRock Fund Advisors
California
+$26.6M
3
MCM
McKinley Capital Management
Alaska
+$12.2M
4
GT
Glenmede Trust
Pennsylvania
+$10.7M
5
TA
Teachers Advisors
New York
+$7.55M

Top Sellers

1
TSW
Thompson Siegel & Walmsley
Virginia
-$13.4M
2
LM
Luminus Management
Texas
-$10.6M
3
Norges Bank
Norges Bank
Norway
-$9.67M
4
Morgan Stanley
Morgan Stanley
New York
-$7.01M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$354M +$26.6M +432,932 +9%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$292M -$169K -2,758 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$239M +$48.8M +795,760 +28%
Vanguard Group
4
Vanguard Group
Pennsylvania
$218M +$5.63M +91,764 +3%
State Street
5
State Street
Massachusetts
$118M +$526K +8,582 +0.5%
BIT
6
BlackRock Institutional Trust
California
$95M +$350K +5,710 +0.4%
Northern Trust
7
Northern Trust
Illinois
$93M -$963K -15,698 -1%
Goldman Sachs
8
Goldman Sachs
New York
$92.1M -$1.82M -29,666 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$70.9M -$2.47M -40,198 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$50.7M +$676K +11,020 +1%
Fisher Asset Management
11
Fisher Asset Management
Washington
$41.9M -$464K -7,567 -1%
Franklin Resources
12
Franklin Resources
California
$35.3M – – –
Federated Hermes
13
Federated Hermes
Pennsylvania
$33.2M -$960K -15,652 -3%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$31.3M -$2.61M -42,500 -8%
Ameriprise
15
Ameriprise
Minnesota
$29.6M -$1.05M -17,173 -4%
ICOM
16
Investment Counselors of Maryland
Maryland
$26.8M -$1.48M -24,175 -6%
PCM
17
Palisade Capital Management
New Jersey
$23.4M -$723K -11,793 -3%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$21.6M -$478K -7,800 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$20.9M +$784K +12,789 +4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$20.1M +$1.31M +21,415 +8%
Retirement Systems of Alabama
21
Retirement Systems of Alabama
Alabama
$19M – – –
Norges Bank
22
Norges Bank
Norway
$19M -$9.67M -157,700 -35%
BIM
23
BlackRock Investment Management
Delaware
$18.3M -$143K -2,325 -0.8%
LI
24
LMCG Investments
Massachusetts
$17.6M -$1.24M -20,276 -7%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$14.7M -$3.38M -55,104 -20%
1
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IDA Hedge Fund Activity: Q4 2014 in Review

216 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2014, worth a combined $2.5B — up 26% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IDA positions and 17 closed out — a net gain of 15 holders — while 59 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.8M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $13.4M.

  • 216 institutional investors held Idacorp (IDA) as of Q4 2014, up from 205 in Q3 2014.
  • Funds reported $2.5B of Idacorp stock for Q4 2014, up 26% quarter-over-quarter.
  • 32 funds opened new Idacorp positions in Q4 2014 and 17 closed out, a net change of +15 holders.
  • The largest Idacorp buyer in Q4 2014 was Fidelity Investments, an estimated $48.8M added.
  • The largest Idacorp seller in Q4 2014 was Thompson Siegel & Walmsley, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2014.