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HTM

U.S. Geothermal Inc.
HTM

Delisted

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

36 hedge funds and large institutions have $13.6M invested in U.S. Geothermal Inc. in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $7.06M → $13.6M (+$6.55M)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3536 (+1)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AII
1
AGF Investments Inc
Ontario, Canada
$4.37M -$381K -116,603 -11%
SI
2
Sprott Inc
Ontario, Canada
$3.45M -$1.04M -319,820 -29%
Goldman Sachs
3
Goldman Sachs
New York
$1.83M -$35.2K -10,768 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.57M +$272K +83,356 +31%
Wells Fargo
5
Wells Fargo
California
$969K +$226K +69,352 +48%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$400K +$169K +51,690 +138%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$315K +$216K +66,283 New
VKH
8
Virtu KCG Holdings
New York
$131K +$81K +24,800 +585%
Northern Trust
9
Northern Trust
Illinois
$95K +$23.7K +7,266 +52%
Citadel Advisors
10
Citadel Advisors
Florida
$84K +$39.3K +12,033 +180%
WS
11
Wedbush Securities
California
$52K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$44K +$32.3K +9,880 New
GC
13
Guggenheim Capital
Illinois
$42K +$6.9K +2,113 +29%
Morgan Stanley
14
Morgan Stanley
New York
$27K -$271 -83 -1%
State Street
15
State Street
Massachusetts
$25K
LCM
16
Lucas Capital Management
New Jersey
$24K +$5.6K +1,716 +47%
RA
17
Royce & Associates
New York
$21K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$19K
BA
19
BlackRock Advisors
Delaware
$18K
HighTower Advisors
20
HighTower Advisors
Illinois
$17K
FTIOP
21
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15K
Citigroup
22
Citigroup
New York
$13K +$9.28K +2,842 +1,947%
Creative Planning
23
Creative Planning
Kansas
$12K
NL
24
NWAM LLC
Washington
$11K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$9K

HTM Hedge Fund Activity: Q1 2014 in Review

36 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in U.S. Geothermal Inc. (HTM) for Q1 2014, worth a combined $13.6M — up 93% from $7.06M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HTM positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $272K. The largest seller was Sprott Inc, cutting an estimated $1.04M.

  • 36 institutional investors held U.S. Geothermal Inc. (HTM) as of Q1 2014, up from 35 in Q4 2013.
  • Funds reported $13.6M of U.S. Geothermal Inc. stock for Q1 2014, up 93% quarter-over-quarter.
  • 3 funds opened new U.S. Geothermal Inc. positions in Q1 2014 and 2 closed out, a net change of +1 holder.
  • The largest U.S. Geothermal Inc. buyer in Q1 2014 was Vanguard Group, an estimated $272K added.
  • The largest U.S. Geothermal Inc. seller in Q1 2014 was Sprott Inc, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2014.