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HTM

U.S. Geothermal Inc.
HTM

Delisted

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

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35 hedge funds and large institutions have $20.6M invested in U.S. Geothermal Inc. in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $14.5M → $20.6M (+$6.07M)

17% less funds holding

Funds holding: 42 → 35 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
8
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$144K
2
Deutsche Bank
Deutsche Bank
Germany
+$108K
3
EGA
Eagle Global Advisors
Texas
+$95.1K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$73.5K
5
BF
BOK Financial
Oklahoma
+$70.4K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$185K
2
Morgan Stanley
Morgan Stanley
New York
-$128K
3
Wells Fargo
Wells Fargo
California
-$78.7K
4
ICP
Indus Capital Partners
New York
-$67.1K
5
SIM
Spark Investment Management
New York
-$33.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Acrospire Investment Management
Illinois
$10K +$9.89K +2,400 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$4K – – –
CFS
28
Commonwealth Financial Services
West Virginia
$4K – – –
Creative Planning
29
Creative Planning
Kansas
$4K – – –
AG
30
Advisor Group
Arizona
$3K – – –
NSIM
31
North Star Investment Management
Illinois
$2K -$4 -1 -0.2%
Bank of America
32
Bank of America
North Carolina
$1K -$4.28K -1,038 -86%
IA
33
IFP Advisors
Florida
$1K -$4 -1 -0.6%
JP Morgan Chase
34
JP Morgan Chase
New York
$1K +$824 +200 New
HCM
35
Hollencrest Capital Management
California
– -$32K -7,396 Closed
RJA
36
Raymond James & Associates
Florida
– -$26K -5,933 Closed
Bank of New York Mellon
37
Bank of New York Mellon
New York
– -$23K -5,304 Closed
State Street
38
State Street
Massachusetts
– -$21K -4,933 Closed
WS
39
Wedbush Securities
California
– -$21K -4,867 Closed
CAI
40
Capital Advisors Inc
Oklahoma
– -$18.5K -4,267 Closed
GC
41
Guggenheim Capital
Illinois
– -$19K -4,260 Closed
NPC
42
National Planning Corporation
California
– -$14K -3,483 Closed
ZIM
43
Zacks Investment Management
Illinois
– -$10K -2,333 Closed
TRCT
44
Tower Research Capital (TRC)
New York
– -$8K -1,906 Closed
RJFSA
45
Raymond James Financial Services Advisors
Florida
– -$7K -1,700 Closed
NL
46
NWAM LLC
Washington
– -$7K -1,667 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
– -$4.13K -1,001 -93%
Federated Hermes
48
Federated Hermes
Pennsylvania
– -$1K -217 Closed
1
2

HTM Hedge Fund Activity: Q4 2016 in Review

35 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in U.S. Geothermal Inc. (HTM) for Q4 2016, worth a combined $20.6M — up 42% from $14.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HTM and 7 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 8 added.

The largest buyer was Renaissance Technologies, adding an estimated $144K. The largest seller was Goldman Sachs, cutting an estimated $185K.

  • 35 institutional investors held U.S. Geothermal Inc. (HTM) as of Q4 2016, down from 42 in Q3 2016.
  • Funds reported $20.6M of U.S. Geothermal Inc. stock for Q4 2016, up 42% quarter-over-quarter.
  • 7 funds opened new U.S. Geothermal Inc. positions in Q4 2016 and 13 closed out, a net change of -6 holders.
  • The largest U.S. Geothermal Inc. buyer in Q4 2016 was Renaissance Technologies, an estimated $144K added.
  • The largest U.S. Geothermal Inc. seller in Q4 2016 was Goldman Sachs, an estimated $185K sold.

Based on aggregated 13F filings for Q4 2016.