We are live on ! Find out more
HTM

U.S. Geothermal Inc.
HTM

Delisted

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

34 hedge funds and large institutions have $10.2M invested in U.S. Geothermal Inc. in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

6% less funds holding

Funds holding: 3634 (-2)

25% less capital invested

Capital invested by funds: $13.6M → $10.2M (-$3.38M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AII
1
AGF Investments Inc
Ontario, Canada
$3.52M
SI
2
Sprott Inc
Ontario, Canada
$2.76M
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.33M +$86.3K +20,847 +6%
Wells Fargo
4
Wells Fargo
California
$1.06M +$324K +78,213 +36%
Goldman Sachs
5
Goldman Sachs
New York
$444K -$1.17M -282,718 -70%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$320K
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$239K
Northern Trust
8
Northern Trust
Illinois
$105K +$33.1K +7,992 +38%
SIM
9
Spark Investment Management
New York
$98K +$113K +27,317 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$36K +$555 +134 +1%
GC
11
Guggenheim Capital
Illinois
$30K -$3.5K -845 -9%
CS
12
Credit Suisse
Switzerland
$29K +$33.8K +8,161 New
U
13
UBS
Switzerland
$26K +$25.7K +6,205 +717%
RT
14
Rockland Trust
Massachusetts
$26K +$29.7K +7,167 New
Morgan Stanley
15
Morgan Stanley
New York
$21K -$692 -167 -3%
Deutsche Bank
16
Deutsche Bank
Germany
$21K +$24.6K +5,933 New
State Street
17
State Street
Massachusetts
$19K
WS
18
Wedbush Securities
California
$18K -$27.6K -6,666 -58%
RA
19
Royce & Associates
New York
$17K
EEG
20
E.E. Geduld
$15K +$17.3K +4,167 New
BA
21
BlackRock Advisors
Delaware
$14K
FTIOP
22
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12K
Citadel Advisors
23
Citadel Advisors
Florida
$11K -$64.9K -15,676 -84%
Creative Planning
24
Creative Planning
Kansas
$11K +$1.38K +333 +12%
NPC
25
National Planning Corporation
California
$11K +$5.52K +1,333 +73%

HTM Hedge Fund Activity: Q2 2014 in Review

34 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in U.S. Geothermal Inc. (HTM) for Q2 2014, worth a combined $10.2M — down 25% from $13.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HTM and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $324K. The largest seller was Goldman Sachs, cutting an estimated $1.17M.

  • 34 institutional investors held U.S. Geothermal Inc. (HTM) as of Q2 2014, down from 36 in Q1 2014.
  • Funds reported $10.2M of U.S. Geothermal Inc. stock for Q2 2014, down 25% quarter-over-quarter.
  • 5 funds opened new U.S. Geothermal Inc. positions in Q2 2014 and 7 closed out, a net change of -2 holders.
  • The largest U.S. Geothermal Inc. buyer in Q2 2014 was Wells Fargo, an estimated $324K added.
  • The largest U.S. Geothermal Inc. seller in Q2 2014 was Goldman Sachs, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2014.