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403 hedge funds and large institutions have $4.31B invested in Idacorp in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 161 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less funds holding

Funds holding: 405403 (-2)

0.92% less ownership

Funds ownership: 92.49%91.57% (-0.92%)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

6% less capital invested

Capital invested by funds: $4.6B → $4.31B (-$294M)

20% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 161

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

95% less call options, than puts

Call options by funds: $604K | Put options by funds: $11.1M

Holders
403
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
5.81%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
128
Reduced
161
Closed
41
Calls
$604K
Puts
$11.1M
Net Calls
-$10.5M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$563M +$8M +87,382 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M -$3.8M -41,509 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$265M -$47.3M -516,049 -15%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$205M +$52.4M +571,776 +35%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$191M -$65.2M -712,233 -26%
State Street
6
State Street
Massachusetts
$150M -$4.58M -50,004 -3%
Victory Capital Management
7
Victory Capital Management
Texas
$132M +$20.8M +227,219 +19%
AllianceBernstein
8
AllianceBernstein
Tennessee
$113M -$1.05M -11,481 -0.9%
NI
9
Nuance Investments
Missouri
$87M +$85.7M +936,181 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$82.5M +$4.56M +49,746 +6%
AT
11
American Trust
Kentucky
$76.8M -$90.7K -990 -0.1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$74.3M -$20.4M -222,870 -22%
First Trust Advisors
13
First Trust Advisors
Illinois
$69.9M -$843K -9,204 -1%
GKIM
14
GW&K Investment Management
Massachusetts
$69.5M -$1.37M -14,934 -2%
Parnassus Investments
15
Parnassus Investments
California
$66.7M -$30.7M -335,580 -32%
Franklin Resources
16
Franklin Resources
California
$63.3M +$30.8M +336,213 +98%
Charles Schwab
17
Charles Schwab
California
$60.1M +$2.23M +24,339 +4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$60M -$311K -3,395 -0.5%
BTW
19
Boston Trust Walden
Massachusetts
$52.9M -$255K -2,789 -0.5%
RRAM
20
River Road Asset Management
Kentucky
$51.2M -$4.59M -50,139 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$48.9M -$2.88M -31,492 -6%
PCM
22
Palisade Capital Management
New Jersey
$48.2M -$177K -1,934 -0.4%
Principal Financial Group
23
Principal Financial Group
Iowa
$47.1M -$4.87M -53,134 -9%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$40.9M +$3.96M +43,216 +11%
RJA
25
Raymond James & Associates
Florida
$38.1M +$4.36M +47,639 +13%

IDA Hedge Fund Activity: Q1 2024 in Review

403 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q1 2024, worth a combined $4.31B — down 6.4% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IDA and 40 opened new positions — a net loss of 1 holder — while 161 trimmed existing stakes and 128 added.

The largest buyer was Nuance Investments, opening a new position worth an estimated $85.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $65.2M.

  • 403 institutional investors held Idacorp (IDA) as of Q1 2024, down from 405 in Q4 2023.
  • Funds reported $4.31B of Idacorp stock for Q1 2024, down 6.4% quarter-over-quarter.
  • 40 funds opened new Idacorp positions in Q1 2024 and 41 closed out, a net change of -1 holder.
  • The largest Idacorp buyer in Q1 2024 was Nuance Investments, an estimated $85.7M added.
  • The largest Idacorp seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $65.2M sold.

Based on aggregated 13F filings for Q1 2024.