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296 hedge funds and large institutions have $3.48B invested in Idacorp in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 98 increasing their positions, 88 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 12

17% more funds holding

Funds holding: 253296 (+43)

11% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 88

4% more capital invested

Capital invested by funds: $3.34B → $3.48B (+$146M)

0.17% more ownership

Funds ownership: 75.52%75.69% (+0.17%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
296
Holders Change
+43
Holders Change %
+17%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
58
Increased
98
Reduced
88
Closed
12
Calls
$676K
Puts
Net Calls
+$676K
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$729M +$10.9M +116,636 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$440M +$8.82M +94,415 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$295M -$55.6M -595,227 -16%
State Street
4
State Street
Massachusetts
$174M +$12.8M +136,630 +8%
Northern Trust
5
Northern Trust
Illinois
$135M -$3.08M -32,992 -2%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$100M +$2.33M +24,941 +2%
Goldman Sachs
7
Goldman Sachs
New York
$94.9M -$298K -3,189 -0.3%
Franklin Resources
8
Franklin Resources
California
$83.6M -$15.7M -167,852 -15%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$68.7M +$1.01M +10,831 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$60.7M +$20.4M +217,900 +49%
GT
11
Glenmede Trust
Pennsylvania
$54.4M -$797K -8,523 -1%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$50.4M +$5.93M +63,487 +13%
Morgan Stanley
13
Morgan Stanley
New York
$42.4M +$19.5M +208,835 +82%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$39.8M +$585K +6,264 +1%
WHG
15
Westwood Holdings Group
Texas
$38.8M +$290K +3,108 +0.7%
Charles Schwab
16
Charles Schwab
California
$37.2M +$1.29M +13,784 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$36.4M -$10.5M -111,922 -22%
Fisher Asset Management
18
Fisher Asset Management
Washington
$33.3M -$177K -1,899 -0.5%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$33.1M +$6.95M +74,415 +26%
JP Morgan Chase
20
JP Morgan Chase
New York
$32.2M +$3.44M +36,763 +12%
PCM
21
Palisade Capital Management
New Jersey
$32M -$4.1M -43,879 -11%
Millennium Management
22
Millennium Management
New York
$29.6M +$25.4M +271,825 +520%
GKIM
23
GW&K Investment Management
Massachusetts
$27.6M -$5.21M -55,756 -16%
Deutsche Bank
24
Deutsche Bank
Germany
$27.3M +$8.02M +85,813 +40%
EIP
25
Energy Income Partners
Connecticut
$27.1M -$3.02M -32,350 -10%

IDA Hedge Fund Activity: Q4 2017 in Review

296 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2017, worth a combined $3.48B — up 4.4% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IDA positions and 12 closed out — a net gain of 46 holders — while 98 added to existing stakes and 88 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.4M. The largest seller was Fidelity Investments, cutting an estimated $55.6M.

  • 296 institutional investors held Idacorp (IDA) as of Q4 2017, up from 253 in Q3 2017.
  • Funds reported $3.48B of Idacorp stock for Q4 2017, up 4.4% quarter-over-quarter.
  • 58 funds opened new Idacorp positions in Q4 2017 and 12 closed out, a net change of +46 holders.
  • The largest Idacorp buyer in Q4 2017 was Millennium Management, an estimated $25.4M added.
  • The largest Idacorp seller in Q4 2017 was Fidelity Investments, an estimated $55.6M sold.

Based on aggregated 13F filings for Q4 2017.