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236 hedge funds and large institutions have $3.19B invested in Idacorp in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

3% more capital invested

Capital invested by funds: $3.09B → $3.19B (+$104M)

0.27% more ownership

Funds ownership: 76.07%76.33% (+0.27%)

4% less funds holding

Funds holding: 245236 (-9)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 99

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
19
Increased
70
Reduced
99
Closed
22
Calls
$514K
Puts
Net Calls
+$514K
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$648M +$626M +7,768,513 +18,569%
Vanguard Group
2
Vanguard Group
Pennsylvania
$380M +$12.8M +159,218 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$373M -$3.04M -37,677 -0.8%
State Street
4
State Street
Massachusetts
$142M +$1.42M +17,562 +1%
Franklin Resources
5
Franklin Resources
California
$128M -$29.1M -361,200 -19%
Northern Trust
6
Northern Trust
Illinois
$125M +$504K +6,249 +0.4%
Goldman Sachs
7
Goldman Sachs
New York
$111M -$2.48M -30,831 -2%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$86.8M +$6.41M +79,517 +8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$61.4M +$2.75M +34,156 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$55.1M -$1.49M -18,433 -3%
AQR Capital Management
11
AQR Capital Management
Connecticut
$52.5M +$418K +5,186 +0.8%
WHG
12
Westwood Holdings Group
Texas
$48.8M -$4.65M -57,733 -9%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$46.5M +$5.82M +72,227 +15%
GT
14
Glenmede Trust
Pennsylvania
$35.4M +$34.2M +424,168 +21,966%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$33.5M +$379K +4,704 +1%
JP Morgan Chase
16
JP Morgan Chase
New York
$32.4M -$4.24M -52,578 -12%
PCM
17
Palisade Capital Management
New Jersey
$31.4M -$1.58M -19,607 -5%
Fisher Asset Management
18
Fisher Asset Management
Washington
$31.4M -$1.24M -15,336 -4%
GKIM
19
GW&K Investment Management
Massachusetts
$30.6M -$315K -3,910 -1%
Charles Schwab
20
Charles Schwab
California
$29.6M +$2.19M +27,163 +8%
EIP
21
Energy Income Partners
Connecticut
$25M +$531K +6,592 +2%
MFIMFI
22
Mesirow Financial Investment Management - Fixed Income
Illinois
$23.8M +$1.91M +23,705 +9%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$22.2M -$87.9K -1,091 -0.4%
ICOM
24
Investment Counselors of Maryland
Maryland
$21.2M -$118K -1,460 -0.6%
Morgan Stanley
25
Morgan Stanley
New York
$18.7M -$5.64M -69,978 -24%

IDA Hedge Fund Activity: Q1 2017 in Review

236 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2017, worth a combined $3.19B — up 3.4% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IDA and 19 opened new positions — a net loss of 3 holders — while 99 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, adding an estimated $626M. The largest seller was Franklin Resources, cutting an estimated $29.1M.

  • 236 institutional investors held Idacorp (IDA) as of Q1 2017, down from 245 in Q4 2016.
  • Funds reported $3.19B of Idacorp stock for Q1 2017, up 3.4% quarter-over-quarter.
  • 19 funds opened new Idacorp positions in Q1 2017 and 22 closed out, a net change of -3 holders.
  • The largest Idacorp buyer in Q1 2017 was BlackRock, an estimated $626M added.
  • The largest Idacorp seller in Q1 2017 was Franklin Resources, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2017.