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253 hedge funds and large institutions have $3.34B invested in Idacorp in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more capital invested

Capital invested by funds: $3.26B → $3.34B (+$75M)

1% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 86

0% more funds holding

Funds holding: 252253 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.43% less ownership

Funds ownership: 75.95%75.52% (-0.43%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $317K

Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
87
Reduced
86
Closed
23
Calls
Puts
$317K
Net Calls
-$317K
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$692M +$1.25M +14,261 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$415M +$6.85M +78,325 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$336M -$30.9M -353,273 -8%
State Street
4
State Street
Massachusetts
$156M -$375K -4,292 -0.2%
Northern Trust
5
Northern Trust
Illinois
$133M -$939K -10,732 -0.7%
Franklin Resources
6
Franklin Resources
California
$95.3M -$19.2M -219,571 -17%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$94.9M +$3.47M +39,705 +4%
Goldman Sachs
8
Goldman Sachs
New York
$91.6M -$8.19M -93,573 -8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$65.1M -$481K -5,499 -0.7%
GT
10
Glenmede Trust
Pennsylvania
$53.1M +$15.5M +177,614 +42%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$44.8M -$6.87M -78,487 -13%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$42.9M -$6.35M -72,575 -13%
Renaissance Technologies
13
Renaissance Technologies
New York
$39.3M +$14.1M +161,400 +57%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$37.8M +$1.27M +14,568 +4%
WHG
15
Westwood Holdings Group
Texas
$37.1M -$11.9M -135,770 -24%
AQR Capital Management
16
AQR Capital Management
Connecticut
$35.5M -$17M -193,851 -32%
PCM
17
Palisade Capital Management
New Jersey
$34.7M +$633K +7,231 +2%
Charles Schwab
18
Charles Schwab
California
$34.6M +$1.73M +19,738 +5%
Fisher Asset Management
19
Fisher Asset Management
Washington
$32.2M -$291K -3,325 -0.9%
GKIM
20
GW&K Investment Management
Massachusetts
$31.5M -$79.8K -912 -0.3%
EIP
21
Energy Income Partners
Connecticut
$28.9M +$1.94M +22,130 +7%
JP Morgan Chase
22
JP Morgan Chase
New York
$28M -$4.06M -46,414 -13%
MFIMFI
23
Mesirow Financial Investment Management - Fixed Income
Illinois
$27.4M -$1.07M -12,255 -4%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$25.3M -$131K -1,493 -0.5%
Morgan Stanley
25
Morgan Stanley
New York
$22.5M +$708K +8,098 +3%

IDA Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q3 2017, worth a combined $3.34B — up 2.3% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IDA positions and 23 closed out — a net gain of 4 holders — while 87 added to existing stakes and 86 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $15.5M. The largest seller was Fidelity Investments, cutting an estimated $30.9M.

  • 253 institutional investors held Idacorp (IDA) as of Q3 2017, up from 252 in Q2 2017.
  • Funds reported $3.34B of Idacorp stock for Q3 2017, up 2.3% quarter-over-quarter.
  • 27 funds opened new Idacorp positions in Q3 2017 and 23 closed out, a net change of +4 holders.
  • The largest Idacorp buyer in Q3 2017 was Glenmede Trust, an estimated $15.5M added.
  • The largest Idacorp seller in Q3 2017 was Fidelity Investments, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2017.