NuScale Power
205 hedge funds and large institutions have $515M invested in NuScale Power in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 77 increasing their positions, 28 reducing their positions, and 32 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 28
133% more call options, than puts
Call options by funds: $77.4M | Put options by funds: $33.3M
94% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 32
16% more capital invested
Capital invested by funds: $445M → $515M (+$69.4M)
15% more funds holding
Funds holding: 179 → 205 (+26)
3.36% more ownership
Funds ownership: 43.01% → 46.37% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$10.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.42M |
| 3 |
BlackRock
New York
|
+$7.36M |
| 4 |
VanEck Associates
New York
|
+$5.97M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.22M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$2.99M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$1.5M |
| 5 |
SC
Sculptor Capital
New York
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
226
Quantbot Technologies
New York
| – | -$16.1K | -1,381 | Closed |
|
|
CAL
227
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$7K | -592 | Closed |
|
|
PTC
228
Private Trust Company
Cleveland,
Ohio
| – | -$4.68K | -400 | Closed |
|
|
HT
229
Headlands Technologies
Chicago,
Illinois
| – | -$3.34K | -286 | Closed |
|
|
MG
230
Mather Group
Chicago,
Illinois
| – | -$1.06K | -200 | Closed |
|
231
Twin Tree Management
Dallas,
Texas
| – | -$1.91K | -163 | Closed |
|
|
FFA
232
Frazier Financial Advisors
Columbus,
Ohio
| – | -$1.29K | -110 | Closed |
|
|
QL
233
Quarry LP
New York
| – | -$1.03K | -88 | Closed |
|
|
VWWMG
234
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| – | -$444 | -38 | Closed |
|
|
VAG
235
VisionPoint Advisory Group
Dallas,
Texas
| – | -$94 | -8 | Closed |
|
|
C
236
Covestor
London,
United Kingdom
| – | +$82 | +8 | New |
|
|
HGERS
237
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | +$673 | +66 | New |
|
SMR Hedge Fund Activity: Q3 2024 in Review
205 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q3 2024, worth a combined $515M — up 16% from $445M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SMR positions and 32 closed out — a net gain of 30 holders — while 77 added to existing stakes and 28 trimmed.
The largest buyer was Mirae Asset Global ETFs Holdings, adding an estimated $10.6M. The largest seller was Fidelity Investments, cutting an estimated $21.9M.
- 205 institutional investors held NuScale Power (SMR) as of Q3 2024, up from 179 in Q2 2024.
- Funds reported $515M of NuScale Power stock for Q3 2024, up 16% quarter-over-quarter.
- 62 funds opened new NuScale Power positions in Q3 2024 and 32 closed out, a net change of +30 holders.
- The largest NuScale Power buyer in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $10.6M added.
- The largest NuScale Power seller in Q3 2024 was Fidelity Investments, an estimated $21.9M sold.
Based on aggregated 13F filings for Q3 2024.