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Idacorp
IDA

396 hedge funds and large institutions have $4.2B invested in Idacorp in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 138

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $4.31B → $4.2B (-$107M)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 403 → 396 (-7)

2.6% less ownership

Funds ownership: 91.57% → 88.96% (-2.6%)

99% less call options, than puts

Call options by funds: $307K | Put options by funds: $29.9M

Holders
396
Holders Change
-7
Holders Change %
-1.74%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
157
Reduced
138
Closed
37
Calls
$307K
Puts
$29.9M
Net Calls
-$29.6M
Net Calls Change
-$19.1M

Top Buyers

1
CET
Clean Energy Transition
United Kingdom
+$49.5M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$37.9M
3
WHRC
W.H. Reaves & Co
New Jersey
+$29.7M
4
Franklin Resources
Franklin Resources
California
+$26M
5
NI
Nuance Investments
Missouri
+$16.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$77M
2
AT
American Trust
Kentucky
-$76.8M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$38M
4
BlackRock
BlackRock
New York
-$16.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$548M -$16.8M -178,817 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$532M -$1.92M -20,435 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$189M -$77M -820,168 -29%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$189M -$16.5M -175,969 -8%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$154M -$38M -405,232 -20%
State Street
6
State Street
Massachusetts
$146M -$4.4M -46,876 -3%
Victory Capital Management
7
Victory Capital Management
Texas
$135M +$2.25M +23,925 +2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$107M -$6.53M -69,576 -6%
NI
9
Nuance Investments
Missouri
$104M +$16.7M +178,294 +19%
Franklin Resources
10
Franklin Resources
California
$89.3M +$26M +277,397 +41%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$85.2M +$2.44M +26,042 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$74.8M +$291K +3,095 +0.4%
Parnassus Investments
13
Parnassus Investments
California
$69.9M +$3.02M +32,157 +4%
GKIM
14
GW&K Investment Management
Massachusetts
$69.3M -$419K -4,459 -0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$64.6M +$4.46M +47,527 +7%
Charles Schwab
16
Charles Schwab
California
$61.2M +$895K +9,536 +1%
First Trust Advisors
17
First Trust Advisors
Illinois
$59.6M -$10.6M -112,652 -15%
BTW
18
Boston Trust Walden
Massachusetts
$53.7M +$675K +7,194 +1%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$53.7M +$12.7M +135,793 +31%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$50M +$993K +10,580 +2%
CET
21
Clean Energy Transition
United Kingdom
$49.1M +$49.5M +527,143 New
PCM
22
Palisade Capital Management
New Jersey
$47.5M -$832K -8,858 -2%
Principal Financial Group
23
Principal Financial Group
Iowa
$45.3M -$1.98M -21,043 -4%
WHRC
24
W.H. Reaves & Co
New Jersey
$42.4M +$29.7M +316,696 +228%
RJA
25
Raymond James & Associates
Florida
$40.1M +$1.85M +19,750 +5%
1
2 3 4 5

IDA Hedge Fund Activity: Q2 2024 in Review

396 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q2 2024, worth a combined $4.2B — down 2.5% from $4.31B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of IDA and 35 opened new positions — a net loss of 2 holders — while 138 trimmed existing stakes and 157 added.

The largest buyer was Clean Energy Transition, opening a new position worth an estimated $49.5M. The largest seller was Morgan Stanley, cutting an estimated $77M.

  • 396 institutional investors held Idacorp (IDA) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $4.2B of Idacorp stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 35 funds opened new Idacorp positions in Q2 2024 and 37 closed out, a net change of -2 holders.
  • The largest Idacorp buyer in Q2 2024 was Clean Energy Transition, an estimated $49.5M added.
  • The largest Idacorp seller in Q2 2024 was Morgan Stanley, an estimated $77M sold.

Based on aggregated 13F filings for Q2 2024.