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HTM

U.S. Geothermal Inc.
HTM

Delisted

HTM was delisted on the 23rd of April, 2018.

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37 hedge funds and large institutions have $13M invested in U.S. Geothermal Inc. in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $11.3M → $13M (+$1.73M)

12% more funds holding

Funds holding: 33 → 37 (+4)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PMG
Private Management Group
California
+$497K
2
JC
JBF Capital
Colorado
+$240K
3
Wells Fargo
Wells Fargo
California
+$238K
4
EDRH
Edmond de Rothschild Holding
Switzerland
+$107K
5
Renaissance Technologies
Renaissance Technologies
New York
+$81K

Top Sellers

Rank Fund Capital Flow
1
AII
AGF Investments Inc
Ontario, Canada
-$787K
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$714K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2K
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$11K
5
Creative Planning
Creative Planning
Kansas
-$9.35K
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
26
National Planning Corporation
California
$12K +$1.17K +333 +11%
Bank of America
27
Bank of America
North Carolina
$9K – – –
ZIM
28
Zacks Investment Management
Illinois
$9K – – –
BCM
29
BTR Capital Management
California
$9K +$8.76K +2,500 New
NL
30
NWAM LLC
Washington
$6K – – –
Creative Planning
31
Creative Planning
Kansas
$4K -$9.35K -2,667 -73%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4K – – –
UBS Group
33
UBS Group
Switzerland
$3K -$2.89K -825 -50%
AIG
34
American International Group
New York
$3K – – –
NSIM
35
North Star Investment Management
Illinois
$2K – – –
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10 +$9.77K +2,786 New
IGIM
37
I.G. Investment Management
Manitoba, Canada
– -$714K -224,538 Closed
FTIOP
38
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$11K -3,333 Closed
W
39
Wealthfront
California
– -$2K -600 Closed
AA
40
Apriem Advisors
California
– -$1K -200 Closed
Citigroup
41
Citigroup
New York
– -$1K -170 Closed
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
– -$1 – –
Toronto Dominion Bank
43
Toronto Dominion Bank
Ontario, Canada
– +$46 +13 New
1
2

HTM Hedge Fund Activity: Q3 2015 in Review

37 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in U.S. Geothermal Inc. (HTM) for Q3 2015, worth a combined $13M — up 15% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HTM positions and 6 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Private Management Group, adding an estimated $497K. The largest seller was AGF Investments Inc, cutting an estimated $787K.

  • 37 institutional investors held U.S. Geothermal Inc. (HTM) as of Q3 2015, up from 33 in Q2 2015.
  • Funds reported $13M of U.S. Geothermal Inc. stock for Q3 2015, up 15% quarter-over-quarter.
  • 10 funds opened new U.S. Geothermal Inc. positions in Q3 2015 and 6 closed out, a net change of +4 holders.
  • The largest U.S. Geothermal Inc. buyer in Q3 2015 was Private Management Group, an estimated $497K added.
  • The largest U.S. Geothermal Inc. seller in Q3 2015 was AGF Investments Inc, an estimated $787K sold.

Based on aggregated 13F filings for Q3 2015.