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HTM

U.S. Geothermal Inc.
HTM

Delisted

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

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34 hedge funds and large institutions have $9.45M invested in U.S. Geothermal Inc. in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 33 → 34 (+1)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0% less capital invested

Capital invested by funds: $9.47M → $9.45M (-$14.3K)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PMG
Private Management Group
California
+$1.88M
2
VKH
Virtu KCG Holdings
New York
+$42.4K
3
Citadel Advisors
Citadel Advisors
Florida
+$28.1K
4
Goldman Sachs
Goldman Sachs
New York
+$25.8K
5
CAI
Capital Advisors Inc
Oklahoma
+$18.8K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$42.6K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38K
3
RT
Rockland Trust
Massachusetts
-$23K
4
Morgan Stanley
Morgan Stanley
New York
-$18K
5
RA
Royce & Associates
New York
-$16K
Name Holding Trade Value Shares
Change 		Change in
Stake
AII
1
AGF Investments Inc
Ontario, Canada
$2.67M – – –
SI
2
Sprott Inc
Ontario, Canada
$2.26M – – –
PMG
3
Private Management Group
California
$1.7M +$1.88M +616,642 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.07M +$13.9K +4,583 +1%
Wells Fargo
5
Wells Fargo
California
$753K -$42.6K -14,009 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$245K – – –
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$185K – – –
SIM
8
Spark Investment Management
New York
$120K – – –
Northern Trust
9
Northern Trust
Illinois
$81K – – –
Goldman Sachs
10
Goldman Sachs
New York
$65K +$25.8K +8,477 +56%
VKH
11
Virtu KCG Holdings
New York
$64K +$42.4K +13,955 +153%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$28K – – –
Citadel Advisors
13
Citadel Advisors
Florida
$26K +$28.1K +9,249 New
CAI
14
Capital Advisors Inc
Oklahoma
$17K +$18.8K +6,167 New
Deutsche Bank
15
Deutsche Bank
Germany
$16K – – –
UBS Group
16
UBS Group
Switzerland
$16K +$17.6K +5,773 New
State Street
17
State Street
Massachusetts
$13K -$1.72K -567 -10%
WS
18
Wedbush Securities
California
$13K – – –
BA
19
BlackRock Advisors
Delaware
$11K – – –
Creative Planning
20
Creative Planning
Kansas
$10K -$5.07K -1,667 -31%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$10K +$10.9K +3,571 New
FTIOP
22
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9K – – –
GC
23
Guggenheim Capital
Illinois
$9K +$2.42K +797 +31%
NPC
24
National Planning Corporation
California
$8.34K – – –
PHS
25
Pekin Hardy Strauss
Illinois
$7K +$8.02K +2,638 New
1
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HTM Hedge Fund Activity: Q4 2014 in Review

34 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in U.S. Geothermal Inc. (HTM) for Q4 2014, worth a combined $9.45M — down 0.15% from $9.47M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HTM positions and 6 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Private Management Group, opening a new position worth an estimated $1.88M. The largest seller was Wells Fargo, cutting an estimated $42.6K.

  • 34 institutional investors held U.S. Geothermal Inc. (HTM) as of Q4 2014, up from 33 in Q3 2014.
  • Funds reported $9.45M of U.S. Geothermal Inc. stock for Q4 2014, down 0.15% quarter-over-quarter.
  • 8 funds opened new U.S. Geothermal Inc. positions in Q4 2014 and 6 closed out, a net change of +2 holders.
  • The largest U.S. Geothermal Inc. buyer in Q4 2014 was Private Management Group, an estimated $1.88M added.
  • The largest U.S. Geothermal Inc. seller in Q4 2014 was Wells Fargo, an estimated $42.6K sold.

Based on aggregated 13F filings for Q4 2014.