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NuScale Power

117 hedge funds and large institutions have $191M invested in NuScale Power in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 10

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

84% more call options, than puts

Call options by funds: $5.73M | Put options by funds: $3.11M

14% more funds holding

Funds holding: 103117 (+14)

1.11% more ownership

Funds ownership: 36.99%38.1% (+1.1%)

19% less capital invested

Capital invested by funds: $235M → $191M (-$44.1M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
52
Reduced
10
Closed
17
Calls
$5.73M
Puts
$3.11M
Net Calls
+$2.62M
Net Calls Change
-$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
26
Polar Asset Management Partners
Ontario, Canada
$967K +$1.15M +142,187 New
Charles Schwab
27
Charles Schwab
California
$958K +$500K +61,660 +78%
CIC
28
Canal Insurance Company
South Carolina
$817K
PHS
29
Pekin Hardy Strauss
Illinois
$798K -$64.1K -7,900 -6%
N
30
Nuveen
North Carolina
$787K +$238K +29,369 +34%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$771K +$78.2K +9,633 +9%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$650K -$558K -68,719 -42%
VanEck Associates
33
VanEck Associates
New York
$646K +$324K +39,906 +72%
MGAM
34
McGowan Group Asset Management
Texas
$641K +$24.6K +3,037 +3%
AllianceBernstein
35
AllianceBernstein
Tennessee
$477K +$243K +29,940 +74%
Bank of America
36
Bank of America
North Carolina
$454K -$229K -28,281 -30%
UBS Group
37
UBS Group
Switzerland
$449K +$275K +33,920 +105%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$428K +$217K +26,774 +74%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$414K +$60.6K +7,473 +14%
Swiss National Bank
40
Swiss National Bank
Switzerland
$363K +$116K +14,300 +37%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$298K +$101K +12,500 +40%
JP Morgan Chase
42
JP Morgan Chase
New York
$285K +$142K +17,541 +72%
DTL
43
Dynamic Technology Lab
Singapore
$283K +$338K +41,686 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$268K +$95.8K +11,814 +43%
PA
45
Parallel Advisors
California
$248K +$296K +36,526 New
Jane Street
46
Jane Street
New York
$247K +$190K +23,431 +182%
Legal & General Group
47
Legal & General Group
United Kingdom
$216K +$103K +12,684 +67%
JWCA
48
J.W. Cole Advisors
Florida
$212K +$253K +31,218 New
MIM
49
MetLife Investment Management
New Jersey
$197K +$86.2K +10,621 +58%
Citadel Advisors
50
Citadel Advisors
Florida
$194K +$231K +28,498 New