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392 hedge funds and large institutions have $4.24B invested in Idacorp in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

1.66% more ownership

Funds ownership: 81.43%83.1% (+1.7%)

2% more funds holding

Funds holding: 386392 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 130

5% less capital invested

Capital invested by funds: $4.46B → $4.24B (-$219M)

87% less call options, than puts

Call options by funds: $400K | Put options by funds: $3.09M

Holders
392
Holders Change
+6
Holders Change %
+1.55%
% of All Funds
6.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
126
Reduced
130
Closed
40
Calls
$400K
Puts
$3.09M
Net Calls
-$2.69M
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$633M -$16.1M -149,988 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$631M -$14.8M -137,658 -2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$310M -$4.86M -45,207 -1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$174M -$5.68M -52,868 -3%
State Street
5
State Street
Massachusetts
$165M -$2.32M -21,596 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$128M -$21.4M -198,988 -14%
Parnassus Investments
7
Parnassus Investments
California
$122M
Morgan Stanley
8
Morgan Stanley
New York
$96.5M +$50.1M +465,913 +98%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$89.7M +$4.14M +38,471 +5%
GKIM
10
GW&K Investment Management
Massachusetts
$83.8M -$1.19M -11,029 -1%
First Trust Advisors
11
First Trust Advisors
Illinois
$76.3M -$317K -2,948 -0.4%
Victory Capital Management
12
Victory Capital Management
Texas
$71.6M +$6.88M +63,990 +10%
Principal Financial Group
13
Principal Financial Group
Iowa
$61.2M -$5.66M -52,681 -8%
Charles Schwab
14
Charles Schwab
California
$59.4M -$18.9K -176 -0%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$58.3M -$2.89M -26,903 -5%
PCM
16
Palisade Capital Management
New Jersey
$57M +$2.86M +26,575 +5%
BTW
17
Boston Trust Walden
Massachusetts
$55.9M +$2.51M +23,320 +4%
Franklin Resources
18
Franklin Resources
California
$55.1M -$854K -7,943 -1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$55M +$1.51M +14,003 +3%
Millennium Management
20
Millennium Management
New York
$45.9M +$18.2M +169,592 +61%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$43.2M +$6.53M +60,709 +17%
Northern Trust
22
Northern Trust
Illinois
$42.2M -$26.9M -250,268 -38%
Goldman Sachs
23
Goldman Sachs
New York
$38.3M -$383K -3,559 -0.9%
JP Morgan Chase
24
JP Morgan Chase
New York
$35.4M -$2.67M -24,816 -7%
RJA
25
Raymond James & Associates
Florida
$32.7M -$387K -3,600 -1%

IDA Hedge Fund Activity: Q2 2023 in Review

392 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q2 2023, worth a combined $4.24B — down 4.9% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IDA positions and 40 closed out — a net gain of 6 holders — while 126 added to existing stakes and 130 trimmed.

The largest buyer was American Trust, adding an estimated $78.1M. The largest seller was Northern Trust, cutting an estimated $26.9M.

  • 392 institutional investors held Idacorp (IDA) as of Q2 2023, up from 386 in Q1 2023.
  • Funds reported $4.24B of Idacorp stock for Q2 2023, down 4.9% quarter-over-quarter.
  • 46 funds opened new Idacorp positions in Q2 2023 and 40 closed out, a net change of +6 holders.
  • The largest Idacorp buyer in Q2 2023 was American Trust, an estimated $78.1M added.
  • The largest Idacorp seller in Q2 2023 was Northern Trust, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2023.