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405 hedge funds and large institutions have $4.43B invested in Idacorp in 2021 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 25

21% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 113

14% more funds holding

Funds holding: 354405 (+51)

8% more capital invested

Capital invested by funds: $4.1B → $4.43B (+$332M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.75% less ownership

Funds ownership: 78.75%78% (-0.75%)

41% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $2.33M

Holders
405
Holders Change
+51
Holders Change %
+14.41%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
81
Increased
137
Reduced
113
Closed
25
Calls
$1.38M
Puts
$2.33M
Net Calls
-$952K
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$645M -$92.9M -872,794 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$630M +$6.3M +59,228 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$334M +$13.8M +129,798 +5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$226M -$14M -131,736 -6%
State Street
5
State Street
Massachusetts
$165M +$4.86M +45,699 +3%
Parnassus Investments
6
Parnassus Investments
California
$147M
Goldman Sachs
7
Goldman Sachs
New York
$103M +$3.97M +37,276 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$97.1M +$4M +37,551 +5%
GKIM
9
GW&K Investment Management
Massachusetts
$95.7M +$2.31M +21,654 +3%
EIP
10
Energy Income Partners
Connecticut
$89.7M +$141K +1,323 +0.2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$88.8M +$7.69M +72,207 +10%
Northern Trust
12
Northern Trust
Illinois
$86M +$2.41M +22,649 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$74.9M -$6.37M -59,854 -8%
First Trust Advisors
14
First Trust Advisors
Illinois
$72.7M -$2.17M -20,400 -3%
BTW
15
Boston Trust Walden
Massachusetts
$61M -$83.6K -785 -0.1%
Charles Schwab
16
Charles Schwab
California
$59.1M +$1.44M +13,552 +3%
PCM
17
Palisade Capital Management
New Jersey
$57.6M +$560K +5,261 +1%
Principal Financial Group
18
Principal Financial Group
Iowa
$57M -$4.53M -42,512 -8%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$54.7M +$2.02M +18,986 +4%
Legal & General Group
20
Legal & General Group
United Kingdom
$44.9M +$1.45M +13,661 +4%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$43.5M -$3.26M -30,614 -7%
Franklin Resources
22
Franklin Resources
California
$42.5M -$19.9M -186,974 -33%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$41M +$43.4K +408 +0.1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$39M +$2.26M +21,193 +7%
RJA
25
Raymond James & Associates
Florida
$37.2M +$425K +3,991 +1%

IDA Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2021, worth a combined $4.43B — up 8.1% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IDA positions and 25 closed out — a net gain of 56 holders — while 137 added to existing stakes and 113 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $13.8M. The largest seller was BlackRock, cutting an estimated $92.9M.

  • 405 institutional investors held Idacorp (IDA) as of Q4 2021, up from 354 in Q3 2021.
  • Funds reported $4.43B of Idacorp stock for Q4 2021, up 8.1% quarter-over-quarter.
  • 81 funds opened new Idacorp positions in Q4 2021 and 25 closed out, a net change of +56 holders.
  • The largest Idacorp buyer in Q4 2021 was T. Rowe Price Associates, an estimated $13.8M added.
  • The largest Idacorp seller in Q4 2021 was BlackRock, an estimated $92.9M sold.

Based on aggregated 13F filings for Q4 2021.