We are live on ! Find out more
SMR icon

NuScale Power
SMR

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
205
Holders Change
+26
Holders Change %
+14.53%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
62
Increased
77
Reduced
28
Closed
32
Calls
$77.4M
Puts
$33.3M
Net Calls
+$44.1M
Net Calls Change
+$468K

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$10.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.42M
3
BlackRock
BlackRock
New York
+$7.36M
4
VanEck Associates
VanEck Associates
New York
+$5.97M
5
Charles Schwab
Charles Schwab
California
+$4.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.9M
2
Invesco
Invesco
Georgia
-$3.22M
3
EI
EAM Investors
California
-$2.99M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$1.5M
5
SC
Sculptor Capital
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
26
TimesSquare Capital Management
New York
$2.9M +$2.55M +250,000 New
CIC
27
Canal Insurance Company
South Carolina
$2.5M +$571K +56,000 +35%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.43M +$1.34M +131,127 +167%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.4M -$724K -71,005 -25%
1C
30
1060 Capital
Colorado
$2.32M +$2.04M +200,000 New
N
31
Nuveen
North Carolina
$2.26M – – –
PAMP
32
Polar Asset Management Partners
Ontario, Canada
$2.2M -$1.5M -146,924 -44%
UBS Group
33
UBS Group
Switzerland
$2.03M -$285K -27,945 -14%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.93M +$1.14M +111,812 +204%
Bank of America
35
Bank of America
North Carolina
$1.88M +$562K +55,103 +51%
RJA
36
Raymond James & Associates
Florida
$1.82M +$1.45M +141,659 +901%
Squarepoint
37
Squarepoint
New York
$1.78M +$885K +86,735 +130%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.75M +$819K +80,310 +113%
Barclays
39
Barclays
United Kingdom
$1.75M +$1.27M +124,441 +472%
PJWM
40
Philip James Wealth Mangement
Georgia
$1.66M +$1.46M +143,034 New
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.6M +$1.41M +138,400 New
Two Sigma Investments
42
Two Sigma Investments
New York
$1.54M – – –
JSL
43
JT Stratford LLC
Georgia
$1.38M -$298K -29,171 -20%
Stifel Financial
44
Stifel Financial
Missouri
$1.37M +$1.03M +100,995 +582%
Verition Fund Management
45
Verition Fund Management
Connecticut
$1.31M +$882K +86,454 +320%
LPL Financial
46
LPL Financial
California
$1.24M -$430K -42,142 -28%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.18M -$24.7K -2,422 -2%
HVCM
48
Hel Ved Capital Management
Hong Kong
$1.16M – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$1.09M -$109K -10,703 -10%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.09M – – –
1
2
3 4 5

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.