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NuScale Power
SMR

124 hedge funds and large institutions have $158M invested in NuScale Power in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $1.19M

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

6% more funds holding

Funds holding: 117 → 124 (+7)

5.12% more ownership

Funds ownership: 38.1% → 43.22% (+5.1%)

17% less capital invested

Capital invested by funds: $191M → $158M (-$32.4M)

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
47
Reduced
26
Closed
16
Calls
$4.97M
Puts
$1.19M
Net Calls
+$3.79M
Net Calls Change
+$1.17M

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$7.46M
2
SCP
SailingStone Capital Partners
Texas
+$6.39M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.52M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.99M
5
RCW
Rheos Capital Works
Japan
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.23M
2
MCM
Moore Capital Management
New York
-$991K
3
Millennium Management
Millennium Management
New York
-$989K
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$967K
5
PHS
Pekin Hardy Strauss
Illinois
-$798K
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
26
VanEck Associates
New York
$777K +$419K +63,519 +67%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$728K +$18.7K +2,844 +2%
Charles Schwab
28
Charles Schwab
California
$711K +$28.8K +4,364 +3%
KC
29
Kepos Capital
New York
$592K -$141K -21,328 -15%
N
30
Nuveen
North Carolina
$562K -$7.21K -1,094 -0.9%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$560K +$6.14K +932 +0.8%
MGAM
32
McGowan Group Asset Management
Texas
$516K +$72.5K +10,993 +12%
RJA
33
Raymond James & Associates
Florida
$439K +$591K +89,638 New
Jane Street
34
Jane Street
New York
$438K +$350K +53,144 +146%
BHCM
35
Boulder Hill Capital Management
New York
$431K +$579K +87,900 New
UBS Group
36
UBS Group
Switzerland
$427K +$138K +20,996 +32%
Verition Fund Management
37
Verition Fund Management
Connecticut
$403K +$424K +64,355 +360%
AllianceBernstein
38
AllianceBernstein
Tennessee
$344K – – –
MFS
39
Mirabella Financial Services
United Kingdom
$319K +$429K +65,093 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$313K +$5.5K +835 +1%
HF
41
HRT Financial
New York
$312K +$421K +63,865 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$307K +$60.6K +9,200 +17%
Bank of America
43
Bank of America
North Carolina
$305K -$30.1K -4,570 -7%
Squarepoint
44
Squarepoint
New York
$304K +$409K +62,087 New
PA
45
Parallel Advisors
California
$282K +$138K +21,000 +57%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$270K +$364K +55,166 New
CC
47
Centiva Capital
New York
$245K +$330K +50,000 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$219K +$5.93K +900 +2%
JWCA
49
J.W. Cole Advisors
Florida
$210K +$76.6K +11,625 +37%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$181K -$16.5K -2,505 -6%
1
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SMR Hedge Fund Activity: Q3 2023 in Review

124 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q3 2023, worth a combined $158M — down 17% from $191M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SMR positions and 16 closed out — a net gain of 7 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $7.46M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $1.23M.

  • 124 institutional investors held NuScale Power (SMR) as of Q3 2023, up from 117 in Q2 2023.
  • Funds reported $158M of NuScale Power stock for Q3 2023, down 17% quarter-over-quarter.
  • 23 funds opened new NuScale Power positions in Q3 2023 and 16 closed out, a net change of +7 holders.
  • The largest NuScale Power buyer in Q3 2023 was Mirae Asset Global Investments, an estimated $7.46M added.
  • The largest NuScale Power seller in Q3 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2023.