Idacorp
245 hedge funds and large institutions have $3.09B invested in Idacorp in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 21 closing their positions.
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
7% more capital invested
Capital invested by funds: $2.9B → $3.09B (+$190M)
1.92% more ownership
Funds ownership: 74.15% → 76.07% (+1.9%)
2% more funds holding
Funds holding: 241 → 245 (+4)
10% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 87
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
81% less call options, than puts
Call options by funds: $524K | Put options by funds: $2.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$30.6M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$26.3M |
| 3 |
JP Morgan Chase
New York
|
+$16.2M |
| 4 |
Morgan Stanley
New York
|
+$13.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$11.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.61M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$8.57M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$6.31M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$5.75M |
IDA Hedge Fund Activity: Q4 2016 in Review
245 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2016, worth a combined $3.09B — up 6.6% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IDA positions and 21 closed out — a net gain of 7 holders — while 78 added to existing stakes and 87 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $30.6M. The largest seller was Fisher Asset Management, cutting an estimated $11.4M.
- 245 institutional investors held Idacorp (IDA) as of Q4 2016, up from 241 in Q3 2016.
- Funds reported $3.09B of Idacorp stock for Q4 2016, up 6.6% quarter-over-quarter.
- 28 funds opened new Idacorp positions in Q4 2016 and 21 closed out, a net change of +7 holders.
- The largest Idacorp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $30.6M added.
- The largest Idacorp seller in Q4 2016 was Fisher Asset Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2016.