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Idacorp

352 hedge funds and large institutions have $3.84B invested in Idacorp in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

15% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 110

9% more capital invested

Capital invested by funds: $3.52B → $3.84B (+$321M)

4% more funds holding

Funds holding: 339352 (+13)

0.42% less ownership

Funds ownership: 77.19%76.77% (-0.42%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

92% less call options, than puts

Call options by funds: $279K | Put options by funds: $3.42M

Holders
352
Holders Change
+13
Holders Change %
+3.83%
% of All Funds
7.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
44
Increased
127
Reduced
110
Closed
29
Calls
$279K
Puts
$3.42M
Net Calls
-$3.14M
Net Calls Change
-$395K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$826M +$2.87M +29,568 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$568M +$14.6M +150,070 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$246M -$6.45M -66,425 -3%
State Street
4
State Street
Massachusetts
$176M +$3.95M +40,686 +2%
Goldman Sachs
5
Goldman Sachs
New York
$116M -$7.77M -80,070 -6%
Renaissance Technologies
6
Renaissance Technologies
New York
$115M -$19.4K -200 -0%
Northern Trust
7
Northern Trust
Illinois
$111M +$708K +7,295 +0.7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$89.1M -$10.5M -107,919 -11%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$71.5M -$10.9M -112,124 -13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$59M +$4.42M +45,523 +8%
Wells Fargo
11
Wells Fargo
California
$53.3M +$3.34M +34,428 +7%
Charles Schwab
12
Charles Schwab
California
$50.2M +$2.74M +28,268 +6%
Invesco
13
Invesco
Georgia
$44M +$10.9M +112,086 +34%
PCM
14
Palisade Capital Management
New Jersey
$41M +$4.97M +51,196 +14%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$36.2M -$1.44M -14,824 -4%
Fisher Asset Management
16
Fisher Asset Management
Washington
$33.1M -$2.56M -26,338 -7%
First Trust Advisors
17
First Trust Advisors
Illinois
$31M +$3.22M +33,194 +12%
Franklin Resources
18
Franklin Resources
California
$30.9M -$14.3M -146,932 -32%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$30.9M -$458K -4,716 -1%
EIP
20
Energy Income Partners
Connecticut
$30.1M -$2.3M -23,648 -7%
Legal & General Group
21
Legal & General Group
United Kingdom
$28.8M +$1.3M +13,405 +5%
TCM
22
Tributary Capital Management
Nebraska
$28.1M +$3.12M +32,097 +13%
GKIM
23
GW&K Investment Management
Massachusetts
$28.1M -$752K -7,744 -3%
JP Morgan Chase
24
JP Morgan Chase
New York
$27.3M +$3.58M +36,874 +16%
AQR Capital Management
25
AQR Capital Management
Connecticut
$26M +$8.06M +83,018 +46%

IDA Hedge Fund Activity: Q1 2019 in Review

352 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2019, worth a combined $3.84B — up 9.1% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IDA positions and 29 closed out — a net gain of 15 holders — while 127 added to existing stakes and 110 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), opening a new position worth an estimated $14.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $22.3M.

  • 352 institutional investors held Idacorp (IDA) as of Q1 2019, up from 339 in Q4 2018.
  • Funds reported $3.84B of Idacorp stock for Q1 2019, up 9.1% quarter-over-quarter.
  • 44 funds opened new Idacorp positions in Q1 2019 and 29 closed out, a net change of +15 holders.
  • The largest Idacorp buyer in Q1 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $14.7M added.
  • The largest Idacorp seller in Q1 2019 was Lord, Abbett & Co, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2019.