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NuScale Power

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: 179205 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
Once Capital Management
New York
$1.05M +$923K +90,500 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.03M +$707K +69,266 +352%
MCI
53
MRP Capital Investments
Georgia
$1M +$39.8K +3,900 +5%
Axa
54
Axa
France
$935K +$823K +80,700 New
SG Americas Securities
55
SG Americas Securities
New York
$883K -$1.11M -109,068 -59%
ETC
56
Exchange Traded Concepts
Oklahoma
$867K +$222K +21,718 +41%
CM
57
CastleKnight Management
New York
$852K +$751K +73,600 New
Legal & General Group
58
Legal & General Group
United Kingdom
$846K +$606K +59,368 +434%
GAM
59
Gotham Asset Management
New York
$826K +$382K +37,414 +110%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$795K +$701K +68,675 New
Mariner
61
Mariner
Kansas
$786K +$202K +19,816 +41%
FHWM
62
Fox Hill Wealth Management
Massachusetts
$786K +$692K +67,861 New
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$783K +$632K +61,994 +1,103%
BF
64
BOK Financial
Oklahoma
$781K -$102K -10,000 -13%
NCL
65
Nishkama Capital LLC
Puerto Rico
$697K +$614K +60,184 New
SO
66
STRS Ohio
Ohio
$695K +$49K +4,800 +9%
Citigroup
67
Citigroup
New York
$669K +$362K +35,489 +159%
Franklin Resources
68
Franklin Resources
California
$669K +$489K +47,967 New
PA
69
Parallel Advisors
California
$666K
A
70
Allianz
Germany
$647K +$570K +55,900 New
HSBC Holdings
71
HSBC Holdings
United Kingdom
$621K +$457K +44,843 +399%
Deutsche Bank
72
Deutsche Bank
Germany
$582K +$172K +16,883 +51%
MIM
73
MetLife Investment Management
New Jersey
$525K
KAS
74
Kestra Advisory Services
Texas
$502K +$64.3K +6,305 +17%
CF
75
Corebridge Financial
Texas
$490K +$6.06K +594 +1%

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.