U.S. Geothermal Inc.
HTM
HTM was delisted on the 23rd of April, 2018.
32 hedge funds and large institutions have $21M invested in U.S. Geothermal Inc. in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
7% more funds holding
Funds holding: 30 → 32 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less capital invested
Capital invested by funds: $23.9M → $21M (-$2.86M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$315K |
| 2 |
Renaissance Technologies
New York
|
+$264K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$190K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$122K |
| 5 |
BlackRock
New York
|
+$60.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$480K |
| 2 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$106K |
| 3 |
Jane Street
New York
|
-$76K |
| 4 |
SIM
Spark Investment Management
New York
|
-$59K |
| 5 |
PMG
Private Management Group
Irvine,
California
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
LWA
27
Lowe Wealth Advisors
Columbia,
Maryland
| $1K | +$630 | +150 | New |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$630 | +150 | New |
|
|
EGA
29
Eagle Global Advisors
Houston,
Texas
| – | -$106K | -23,063 | Closed |
|
|
30
Jane Street
New York
| – | -$76K | -16,473 | Closed |
|
|
SIM
31
Spark Investment Management
New York
| – | -$59K | -12,900 | Closed |
|
32
Creative Planning
Overland Park,
Kansas
| – | -$12K | -2,649 | Closed |
|
|
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$4K | -833 | Closed |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$97 | +23 | +30% |
|
|
AFNAS
35
American Financial Network Advisory Services
Calabasas,
California
| – | +$105 | +25 | New |
|
36
Wells Fargo
San Francisco,
California
| – | +$429 | +102 | New |
|
37
Bank of America
Charlotte,
North Carolina
| – | +$500 | +119 | New |
|
HTM Hedge Fund Activity: Q3 2017 in Review
32 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in U.S. Geothermal Inc. (HTM) for Q3 2017, worth a combined $21M — down 12% from $23.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HTM positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $315K. The largest seller was Granite Investment Partners, cutting an estimated $480K.
- 32 institutional investors held U.S. Geothermal Inc. (HTM) as of Q3 2017, up from 30 in Q2 2017.
- Funds reported $21M of U.S. Geothermal Inc. stock for Q3 2017, down 12% quarter-over-quarter.
- 7 funds opened new U.S. Geothermal Inc. positions in Q3 2017 and 5 closed out, a net change of +2 holders.
- The largest U.S. Geothermal Inc. buyer in Q3 2017 was Kennedy Capital Management, an estimated $315K added.
- The largest U.S. Geothermal Inc. seller in Q3 2017 was Granite Investment Partners, an estimated $480K sold.
Based on aggregated 13F filings for Q3 2017.