U.S. Geothermal Inc.
HTM
HTM was delisted on the 23rd of April, 2018.
33 hedge funds and large institutions have $19.3M invested in U.S. Geothermal Inc. in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
3% more funds holding
Funds holding: 32 → 33 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $21M → $19.3M (-$1.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Fondren Management
Houston,
Texas
|
+$482K |
| 2 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$375K |
| 3 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$335K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$187K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$878K |
| 2 |
Bank of New York Mellon
New York
|
-$140K |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$47K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$9K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.66K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $8K | -$1.27K | -338 | -13% |
|
27
Citigroup
New York
| $6K | +$6.24K | +1,666 | New |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
NSIM
30
North Star Investment Management
Chicago,
Illinois
| $2K | – | – | – |
|
|
LWA
31
Lowe Wealth Advisors
Columbia,
Maryland
| $1K | – | – | – |
|
|
GIP
32
Granite Investment Partners
El Segundo,
California
| – | -$878K | -220,228 | Closed |
|
|
33
Bank of New York Mellon
New York
| – | -$140K | -35,186 | Closed |
|
|
BGIM
34
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$47K | -11,778 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$9K | -2,156 | Closed |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| – | -$1K | -166 | Closed |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -150 | Closed |
|
38
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$86 | -23 | -23% |
|
HTM Hedge Fund Activity: Q4 2017 in Review
33 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in U.S. Geothermal Inc. (HTM) for Q4 2017, worth a combined $19.3M — down 8.4% from $21M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HTM positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Fondren Management, adding an estimated $482K. The largest seller was Granite Investment Partners, exiting entirely with an estimated $878K sold.
- 33 institutional investors held U.S. Geothermal Inc. (HTM) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $19.3M of U.S. Geothermal Inc. stock for Q4 2017, down 8.4% quarter-over-quarter.
- 9 funds opened new U.S. Geothermal Inc. positions in Q4 2017 and 8 closed out, a net change of +1 holder.
- The largest U.S. Geothermal Inc. buyer in Q4 2017 was Fondren Management, an estimated $482K added.
- The largest U.S. Geothermal Inc. seller in Q4 2017 was Granite Investment Partners, an estimated $878K sold.
Based on aggregated 13F filings for Q4 2017.