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368 hedge funds and large institutions have $3.91B invested in Idacorp in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 41

8% more funds holding

Funds holding: 341368 (+27)

5% more capital invested

Capital invested by funds: $3.74B → $3.91B (+$172M)

0.58% more ownership

Funds ownership: 77.35%77.93% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 118

24% less call options, than puts

Call options by funds: $3.55M | Put options by funds: $4.67M

Holders
368
Holders Change
+27
Holders Change %
+7.92%
% of All Funds
6.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
70
Increased
116
Reduced
118
Closed
41
Calls
$3.55M
Puts
$4.67M
Net Calls
-$1.12M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$606M -$29.6M -323,583 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$544M +$8.79M +96,187 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$249M +$40.3M +440,592 +22%
AllianceBernstein
4
AllianceBernstein
Tennessee
$133M +$46.3M +506,037 +62%
State Street
5
State Street
Massachusetts
$127M +$2.31M +25,317 +2%
Parnassus Investments
6
Parnassus Investments
California
$117M -$36M -394,118 -25%
EIP
7
Energy Income Partners
Connecticut
$104M +$7.5M +81,987 +9%
Goldman Sachs
8
Goldman Sachs
New York
$85.5M +$31.6M +345,543 +68%
GKIM
9
GW&K Investment Management
Massachusetts
$81.7M +$4.05M +44,321 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$75.9M +$6.55M +71,690 +10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$73.6M -$13.3M -145,977 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$70.7M -$37.5K -410 -0.1%
First Trust Advisors
13
First Trust Advisors
Illinois
$70.2M +$2.49M +27,227 +4%
Northern Trust
14
Northern Trust
Illinois
$60.5M +$4.84M +52,897 +10%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$51.3M +$2.25M +24,637 +5%
Charles Schwab
16
Charles Schwab
California
$44.7M -$274K -2,992 -0.7%
PCM
17
Palisade Capital Management
New Jersey
$42.1M -$1.02M -11,154 -3%
Legal & General Group
18
Legal & General Group
United Kingdom
$41.5M +$1.03M +11,275 +3%
Franklin Resources
19
Franklin Resources
California
$39.8M -$24M -262,779 -40%
Citadel Advisors
20
Citadel Advisors
Florida
$39.6M +$33.9M +370,799 +1,459%
Principal Financial Group
21
Principal Financial Group
Iowa
$39M +$4.97M +54,320 +16%
BTW
22
Boston Trust Walden
Massachusetts
$38.9M +$22M +240,376 +162%
JP Morgan Chase
23
JP Morgan Chase
New York
$34.9M +$496K +5,421 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$33.6M +$1.31M +14,359 +4%
Invesco
25
Invesco
Georgia
$32.9M -$2.04M -22,331 -6%

IDA Hedge Fund Activity: Q1 2021 in Review

368 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2021, worth a combined $3.91B — up 4.6% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IDA positions and 41 closed out — a net gain of 29 holders — while 116 added to existing stakes and 118 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $46.3M. The largest seller was Parnassus Investments, cutting an estimated $36M.

  • 368 institutional investors held Idacorp (IDA) as of Q1 2021, up from 341 in Q4 2020.
  • Funds reported $3.91B of Idacorp stock for Q1 2021, up 4.6% quarter-over-quarter.
  • 70 funds opened new Idacorp positions in Q1 2021 and 41 closed out, a net change of +29 holders.
  • The largest Idacorp buyer in Q1 2021 was AllianceBernstein, an estimated $46.3M added.
  • The largest Idacorp seller in Q1 2021 was Parnassus Investments, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2021.