We are live on ! Find out more

395 hedge funds and large institutions have $4.62B invested in Idacorp in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

16% more capital invested

Capital invested by funds: $3.99B → $4.62B (+$622M)

4% more funds holding

Funds holding: 378395 (+17)

1.31% more ownership

Funds ownership: 79.81%81.12% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 127

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less call options, than puts

Call options by funds: $2.11M | Put options by funds: $2.45M

Holders
395
Holders Change
+17
Holders Change %
+4.5%
% of All Funds
6.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
59
Increased
132
Reduced
127
Closed
38
Calls
$2.11M
Puts
$2.45M
Net Calls
-$337K
Net Calls Change
-$455K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$676M +$15.1M +146,173 +2%
BlackRock
2
BlackRock
New York
$670M +$33.5M +322,836 +5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$327M +$9.5M +91,714 +3%
AWA
4
Arete Wealth Advisors
Illinois
$245M -$8.6K -83 -4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$194M -$6.23M -60,107 -3%
State Street
6
State Street
Massachusetts
$180M +$2.66M +25,639 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$155M +$3.8M +36,638 +3%
Parnassus Investments
8
Parnassus Investments
California
$144M -$48M -462,991 -26%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$91.2M +$1.93M +18,644 +2%
GKIM
10
GW&K Investment Management
Massachusetts
$88.6M -$1.56M -15,080 -2%
First Trust Advisors
11
First Trust Advisors
Illinois
$80M +$8.49M +81,954 +12%
Northern Trust
12
Northern Trust
Illinois
$68.6M +$633K +6,110 +1%
Goldman Sachs
13
Goldman Sachs
New York
$67.9M -$6.3M -60,770 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$66.9M -$7.95M -76,687 -11%
Principal Financial Group
15
Principal Financial Group
Iowa
$65.5M +$2.77M +26,761 +5%
Victory Capital Management
16
Victory Capital Management
Texas
$65M +$61.3M +591,874 +5,338%
Charles Schwab
17
Charles Schwab
California
$62.1M +$1.51M +14,531 +3%
EIP
18
Energy Income Partners
Connecticut
$58.7M -$10.5M -101,045 -16%
PCM
19
Palisade Capital Management
New Jersey
$56M -$784K -7,566 -1%
BTW
20
Boston Trust Walden
Massachusetts
$54.7M +$29.1K +281 +0.1%
Morgan Stanley
21
Morgan Stanley
New York
$47.9M +$2.31M +22,303 +5%
Invesco
22
Invesco
Georgia
$47M +$5.05M +48,736 +13%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$36.2M -$133K -1,283 -0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
$34.2M -$502K -4,846 -2%
RJA
25
Raymond James & Associates
Florida
$34.2M -$1.96M -18,950 -6%

IDA Hedge Fund Activity: Q4 2022 in Review

395 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q4 2022, worth a combined $4.62B — up 16% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IDA positions and 38 closed out — a net gain of 21 holders — while 132 added to existing stakes and 127 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $61.3M. The largest seller was Parnassus Investments, cutting an estimated $48M.

  • 395 institutional investors held Idacorp (IDA) as of Q4 2022, up from 378 in Q3 2022.
  • Funds reported $4.62B of Idacorp stock for Q4 2022, up 16% quarter-over-quarter.
  • 59 funds opened new Idacorp positions in Q4 2022 and 38 closed out, a net change of +21 holders.
  • The largest Idacorp buyer in Q4 2022 was Victory Capital Management, an estimated $61.3M added.
  • The largest Idacorp seller in Q4 2022 was Parnassus Investments, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2022.