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NuScale Power
SMR

103 hedge funds and large institutions have $229M invested in NuScale Power in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 10

340% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $2.91M

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

17% more funds holding

Funds holding: 88 → 103 (+15)

14% more capital invested

Capital invested by funds: $200M → $229M (+$28.9M)

2.73% more ownership

Funds ownership: 40.25% → 42.98% (+2.7%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
103
Holders Change
+15
Holders Change %
+17.05%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
44
Reduced
10
Closed
14
Calls
$12.8M
Puts
$2.91M
Net Calls
+$9.88M
Net Calls Change
+$6.48M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$21.7M
2
Swedbank
Swedbank
Sweden
+$18.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8M
4
KL
KGH Ltd
Bahamas
+$2.11M
5
CSCSIM
Clear Sky Carbon Solutions Investment Management
Texas
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.2M
2
JGGDR
JGP Global Gestao de Recursos
Brazil
-$1.99M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.84M
4
SCP
SailingStone Capital Partners
Texas
-$1.39M
5
Franklin Resources
Franklin Resources
California
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
51
U.S. Capital Wealth Advisors
Texas
$164K +$177K +16,000 New
TWC
52
TD Waterhouse Canada
Ontario, Canada
$163K +$177K +15,951 New
Goldman Sachs
53
Goldman Sachs
New York
$153K +$4.5K +406 +3%
FIA
54
FNY Investment Advisers
New York
$153K +$166K +15,000 New
AIG
55
American International Group
New York
$152K -$598 -54 -0.4%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$148K +$159K +14,378 New
DBT
57
Dubuque Bank & Trust
Iowa
$144K +$155K +14,000 New
Deutsche Bank
58
Deutsche Bank
Germany
$137K +$2.33K +210 +2%
LCS
59
Levin Capital Strategies
New York
$128K +$138K +12,500 New
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127K +$137K +12,376 New
Ameriprise
61
Ameriprise
Minnesota
$116K +$2.21K +200 +2%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$111K +$119K +10,784 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$110K +$119K +10,747 New
CG
64
CFO4Life Group
Texas
$105K – – –
C
65
CFO4Life
Texas
$105K +$113K +10,240 New
CF
66
Cantor Fitzgerald
New York
$104K +$112K +10,110 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$103K +$112K +10,082 New
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$103K -$2.2M -198,763 -95%
CAC
69
Cowen and Company
New York
$103K +$111K +10,000 New
Barclays
70
Barclays
United Kingdom
$86.7K +$78.5K +7,089 +520%
FA
71
Fiduciary Alliance
South Carolina
$79.2K +$85.5K +7,723 New
Legal & General Group
72
Legal & General Group
United Kingdom
$77.7K +$51.2K +4,627 +157%
SO
73
STRS Ohio
Ohio
$73K – – –
Federated Hermes
74
Federated Hermes
Pennsylvania
$64K +$28K +2,526 +68%
AB
75
Amalgamated Bank
New York
$42K – – –
1 2
3
4 5

SMR Hedge Fund Activity: Q4 2022 in Review

103 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q4 2022, worth a combined $229M — up 14% from $200M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMR positions and 14 closed out — a net gain of 16 holders — while 44 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $21.7M. The largest seller was Balyasny Asset Management, cutting an estimated $2.2M.

  • 103 institutional investors held NuScale Power (SMR) as of Q4 2022, up from 88 in Q3 2022.
  • Funds reported $229M of NuScale Power stock for Q4 2022, up 14% quarter-over-quarter.
  • 30 funds opened new NuScale Power positions in Q4 2022 and 14 closed out, a net change of +16 holders.
  • The largest NuScale Power buyer in Q4 2022 was Vanguard Group, an estimated $21.7M added.
  • The largest NuScale Power seller in Q4 2022 was Balyasny Asset Management, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2022.