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HTM

U.S. Geothermal Inc.
HTM

Delisted

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

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42 hedge funds and large institutions have $14.5M invested in U.S. Geothermal Inc. in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 44 → 42 (-2)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

17% less capital invested

Capital invested by funds: $17.6M → $14.5M (-$3.08M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$158K
2
MHP
Manatuck Hill Partners
Connecticut
+$156K
3
Renaissance Technologies
Renaissance Technologies
New York
+$128K
4
RJA
Raymond James & Associates
Florida
+$27.8K
5
Wells Fargo
Wells Fargo
California
+$9.91K

Top Sellers

Rank Fund Capital Flow
1
AII
AGF Investments Inc
Ontario, Canada
-$1.17M
2
PMG
Private Management Group
California
-$225K
3
VKH
Virtu KCG Holdings
New York
-$88K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$52K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$37K
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
26
BOK Financial
Oklahoma
$15K – – –
NPC
27
National Planning Corporation
California
$14K – – –
BCM
28
BTR Capital Management
California
$11K – – –
ZIM
29
Zacks Investment Management
Illinois
$10K – – –
TRCT
30
Tower Research Capital (TRC)
New York
$8K +$5.32K +1,134 +147%
NL
31
NWAM LLC
Washington
$7K – – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$7K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$5K – – –
Bank of America
34
Bank of America
North Carolina
$5K +$4.73K +1,008 +504%
AG
35
Advisor Group
Arizona
$4K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$4K – – –
CFS
37
Commonwealth Financial Services
West Virginia
$4K – – –
Creative Planning
38
Creative Planning
Kansas
$4K – – –
NSIM
39
North Star Investment Management
Illinois
$2K – – –
ASN
40
Advisory Services Network
Georgia
$1K – – –
IA
41
IFP Advisors
Florida
$1K – – –
Federated Hermes
42
Federated Hermes
Pennsylvania
$1K +$1.02K +217 New
AII
43
AGF Investments Inc
Ontario, Canada
– -$1.17M -238,334 Closed
VKH
44
Virtu KCG Holdings
New York
– -$88K -17,865 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$52K -10,657 Closed
TSS
46
Two Sigma Securities
New York
– -$26K -5,353 Closed
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$14K -2,786 Closed
1
2

HTM Hedge Fund Activity: Q3 2016 in Review

42 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in U.S. Geothermal Inc. (HTM) for Q3 2016, worth a combined $14.5M — down 17% from $17.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of HTM and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Vanguard Group, adding an estimated $158K. The largest seller was AGF Investments Inc, exiting entirely with an estimated $1.17M sold.

  • 42 institutional investors held U.S. Geothermal Inc. (HTM) as of Q3 2016, down from 44 in Q2 2016.
  • Funds reported $14.5M of U.S. Geothermal Inc. stock for Q3 2016, down 17% quarter-over-quarter.
  • 3 funds opened new U.S. Geothermal Inc. positions in Q3 2016 and 5 closed out, a net change of -2 holders.
  • The largest U.S. Geothermal Inc. buyer in Q3 2016 was Vanguard Group, an estimated $158K added.
  • The largest U.S. Geothermal Inc. seller in Q3 2016 was AGF Investments Inc, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2016.