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HTM

U.S. Geothermal Inc.
HTM

Delisted

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

45 hedge funds and large institutions have $15.2M invested in U.S. Geothermal Inc. in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

18% more funds holding

Funds holding: 3845 (+7)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

11% more capital invested

Capital invested by funds: $13.7M → $15.2M (+$1.5M)

Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
BlackRock Fund Advisors
California
$14K +$2.38K +667 +24%
BF
27
BOK Financial
Oklahoma
$14K +$12.2K +3,417 New
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$1K +281 +10%
BCM
29
BTR Capital Management
California
$10K
TSS
30
Two Sigma Securities
New York
$10K +$8.96K +2,512 New
IP
31
Investment Partners
Ohio
$10K +$9.51K +2,665 New
ZIM
32
Zacks Investment Management
Illinois
$9K
NL
33
NWAM LLC
Washington
$7K
RJFSA
34
Raymond James Financial Services Advisors
Florida
$7K +$6.06K +1,700 New
UBS Group
35
UBS Group
Switzerland
$5K -$5.04K -1,412 -52%
Creative Planning
36
Creative Planning
Kansas
$4K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$4K
Bank of America
38
Bank of America
North Carolina
$3K -$1.19K -334 -29%
AIG
39
American International Group
New York
$3K
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$3K +$2.97K +833 New
NSIM
41
North Star Investment Management
Illinois
$2K
Citigroup
42
Citigroup
New York
$1K +$464 +130 New
TRCT
43
Tower Research Capital (TRC)
New York
$1K +$920 +258 New
ASN
44
Advisory Services Network
Georgia
$1K +$1.07K +300 New
Geode Capital Management
45
Geode Capital Management
Massachusetts
$361
VKH
46
Virtu KCG Holdings
New York
-$8K -2,035 Closed
LPL Financial
47
LPL Financial
California
-$7K -1,867 Closed
IA
48
IFP Advisors
Florida
-$1K -167 Closed

HTM Hedge Fund Activity: Q1 2016 in Review

45 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in U.S. Geothermal Inc. (HTM) for Q1 2016, worth a combined $15.2M — up 11% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HTM positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Indus Capital Partners, opening a new position worth an estimated $553K. The largest seller was Wells Fargo, cutting an estimated $263K.

  • 45 institutional investors held U.S. Geothermal Inc. (HTM) as of Q1 2016, up from 38 in Q4 2015.
  • Funds reported $15.2M of U.S. Geothermal Inc. stock for Q1 2016, up 11% quarter-over-quarter.
  • 10 funds opened new U.S. Geothermal Inc. positions in Q1 2016 and 3 closed out, a net change of +7 holders.
  • The largest U.S. Geothermal Inc. buyer in Q1 2016 was Indus Capital Partners, an estimated $553K added.
  • The largest U.S. Geothermal Inc. seller in Q1 2016 was Wells Fargo, an estimated $263K sold.

Based on aggregated 13F filings for Q1 2016.