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NuScale Power

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: 6888 (+20)

14.92% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$153K +$66K +5,024 +62%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$145K +$66.2K +5,040 +69%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$142K +$160K +12,200 New
VOYA Investment Management
54
VOYA Investment Management
Georgia
$135K +$152K +11,591 New
Ameriprise
55
Ameriprise
Minnesota
$130K +$146K +11,100 New
CCS
56
Concentric Capital Strategies
Connecticut
$129K +$146K +11,084 New
UBS Group
57
UBS Group
Switzerland
$127K +$77K +5,859 +116%
CG
58
CFO4Life Group
Texas
$120K
SG Americas Securities
59
SG Americas Securities
New York
$107K +$120K +9,131 New
SO
60
STRS Ohio
Ohio
$84K +$42K +3,200 +80%
AB
61
Amalgamated Bank
New York
$47K +$24.6K +1,876 +86%
Federated Hermes
62
Federated Hermes
Pennsylvania
$43K +$48.7K +3,709 New
HI
63
Hoey Investments
Pennsylvania
$41K +$46K +3,500 New
TRCT
64
Tower Research Capital (TRC)
New York
$37K +$25.4K +1,932 +157%
Legal & General Group
65
Legal & General Group
United Kingdom
$34K +$19.4K +1,475 +101%
AIP
66
Ameritas Investment Partners
Nebraska
$28K +$15.4K +1,172 +91%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$24.4K +$27.4K +2,087 New
Barclays
68
Barclays
United Kingdom
$16K -$68.8K -5,238 -79%
PHK
69
Point72 Hong Kong
Hong Kong
$14K -$58.5K -4,454 -78%
HNB
70
Huntington National Bank
Ohio
$12K
SIC
71
Salem Investment Counselors
North Carolina
$12K
CFD
72
Creative Financial Designs
Indiana
$12K +$13.1K +1,000 New
UBS AM
73
UBS AM
Illinois
$11.9K +$13.4K +1,018 New
CG
74
Cutler Group
California
$11K -$18.7K -1,420 -59%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$11K +$12.2K +930 New

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.