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370 hedge funds and large institutions have $4.1B invested in Idacorp in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

3% more funds holding

Funds holding: 358370 (+12)

1.35% more ownership

Funds ownership: 76.41%77.76% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

5% less capital invested

Capital invested by funds: $4.34B → $4.1B (-$234M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.37M

Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
7.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
55
Increased
122
Reduced
117
Closed
36
Calls
Puts
$4.37M
Net Calls
-$4.37M
Net Calls Change
-$932K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$823M +$32.2M +301,196 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$621M +$1.81M +16,937 +0.3%
State Street
3
State Street
Massachusetts
$155M +$13.1M +122,269 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$134M -$22.9M -214,150 -15%
Parnassus Investments
5
Parnassus Investments
California
$120M +$27.8M +260,158 +30%
Renaissance Technologies
6
Renaissance Technologies
New York
$113M +$1.81M +16,899 +2%
Wells Fargo
7
Wells Fargo
California
$89.2M +$8.4M +78,637 +10%
Invesco
8
Invesco
Georgia
$84.6M +$8.27M +77,403 +11%
Goldman Sachs
9
Goldman Sachs
New York
$80.4M -$233K -2,178 -0.3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$68.2M -$6.14M -57,479 -8%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$65.6M -$8.49M -79,449 -11%
Charles Schwab
12
Charles Schwab
California
$63.4M +$1.1M +10,332 +2%
First Trust Advisors
13
First Trust Advisors
Illinois
$62.9M -$4.91M -45,897 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$61.6M -$1.49M -13,911 -2%
PCM
15
Palisade Capital Management
New Jersey
$47.9M -$2.3M -21,560 -5%
AQR Capital Management
16
AQR Capital Management
Connecticut
$47.8M +$1.81M +16,940 +4%
Northern Trust
17
Northern Trust
Illinois
$47.1M -$1.19M -11,113 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$41.1M +$5.91M +55,314 +17%
Legal & General Group
19
Legal & General Group
United Kingdom
$40.1M +$2.32M +21,733 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$38.6M +$24.4M +228,273 +171%
JP Morgan Chase
21
JP Morgan Chase
New York
$38.1M +$8.7M +81,438 +30%
AL
22
AJO LP
Pennsylvania
$37.3M -$1.67M -15,669 -4%
EIP
23
Energy Income Partners
Connecticut
$34.2M +$3.36M +31,446 +11%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$33.9M -$2.2M -20,581 -6%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$33.2M +$17.6M +164,885 +113%

IDA Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2019, worth a combined $4.1B — down 5.4% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IDA positions and 36 closed out — a net gain of 19 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $88.2M. The largest seller was American Century Companies, cutting an estimated $27.3M.

  • 370 institutional investors held Idacorp (IDA) as of Q4 2019, up from 358 in Q3 2019.
  • Funds reported $4.1B of Idacorp stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 55 funds opened new Idacorp positions in Q4 2019 and 36 closed out, a net change of +19 holders.
  • The largest Idacorp buyer in Q4 2019 was Johanson Financial Advisors, an estimated $88.2M added.
  • The largest Idacorp seller in Q4 2019 was American Century Companies, an estimated $27.3M sold.

Based on aggregated 13F filings for Q4 2019.