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NuScale Power
SMR

88 hedge funds and large institutions have $200M invested in NuScale Power in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

81% more capital invested

Capital invested by funds: $110M → $200M (+$89.9M)

31% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $11.1M

29% more funds holding

Funds holding: 68 → 88 (+20)

14.92% more ownership

Funds ownership: 25.32% → 40.25% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
88
Holders Change
+20
Holders Change %
+29.41%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
36
Reduced
11
Closed
9
Calls
$14.4M
Puts
$11.1M
Net Calls
+$3.39M
Net Calls Change
+$1M

Top Buyers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
+$23.6M
2
GFWEX
G.F.W. Energy XII
Texas
+$22.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.9M
4
BlackRock
BlackRock
New York
+$9.59M
5
Wells Fargo
Wells Fargo
California
+$5.05M

Top Sellers

Rank Fund Capital Flow
1
SCM
Segra Capital Management
Florida
-$6.08M
2
Macquarie Group
Macquarie Group
Australia
-$1.32M
3
TF
Trek Financial
Arizona
-$1.3M
4
MLIM
Mountain Lake Investment Management
Florida
-$951K
5
Goldman Sachs
Goldman Sachs
New York
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
26
Canal Insurance Company
South Carolina
$932K +$526K +40,000 +100%
BFM
27
Boothbay Fund Management
New York
$906K +$559K +42,580 +122%
Charles Schwab
28
Charles Schwab
California
$898K +$411K +31,288 +69%
Morgan Stanley
29
Morgan Stanley
New York
$841K +$616K +46,864 +187%
JP Morgan Chase
30
JP Morgan Chase
New York
$464K +$401K +30,542 +333%
AllianceBernstein
31
AllianceBernstein
Tennessee
$460K +$355K +27,000 +218%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$436K +$180K +13,692 +58%
AQR Capital Management
33
AQR Capital Management
Connecticut
$377K +$424K +32,261 New
Millennium Management
34
Millennium Management
New York
$362K +$407K +30,968 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$324K +$309K +23,514 +551%
RJA
36
Raymond James & Associates
Florida
$304K +$4.26K +324 +1%
EGM
37
Engineers Gate Manager
New York
$296K +$126K +9,585 +61%
VF
38
Virtu Financial
New York
$266K +$299K +22,739 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$259K +$11.4K +867 +4%
LPL Financial
40
LPL Financial
California
$258K +$290K +22,077 New
PHS
41
Pekin Hardy Strauss
Illinois
$219K +$246K +18,750 New
MIM
42
MetLife Investment Management
New Jersey
$215K +$242K +18,401 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$207K +$72.9K +5,549 +45%
Jane Street
44
Jane Street
New York
$181K +$47.7K +3,632 +31%
Bank of America
45
Bank of America
North Carolina
$180K -$28.5K -2,173 -12%
AIG
46
American International Group
New York
$174K +$90.1K +6,856 +85%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$174K +$166K +12,617 +557%
Goldman Sachs
48
Goldman Sachs
New York
$170K -$585K -44,524 -75%
CSS
49
Cubist Systematic Strategies
Connecticut
$170K -$25.2K -1,918 -12%
KeyBank National Association
50
KeyBank National Association
Ohio
$170K +$191K +14,517 New
1
2
3 4

SMR Hedge Fund Activity: Q3 2022 in Review

88 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q3 2022, worth a combined $200M — up 81% from $110M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SMR positions and 9 closed out — a net gain of 22 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $23.6M. The largest seller was Segra Capital Management, exiting entirely with an estimated $6.08M sold.

  • 88 institutional investors held NuScale Power (SMR) as of Q3 2022, up from 68 in Q2 2022.
  • Funds reported $200M of NuScale Power stock for Q3 2022, up 81% quarter-over-quarter.
  • 31 funds opened new NuScale Power positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest NuScale Power buyer in Q3 2022 was Swedbank, an estimated $23.6M added.
  • The largest NuScale Power seller in Q3 2022 was Segra Capital Management, an estimated $6.08M sold.

Based on aggregated 13F filings for Q3 2022.