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NuScale Power
SMR

305 hedge funds and large institutions have $1.06B invested in NuScale Power in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 107 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 29

189% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 37

105% more capital invested

Capital invested by funds: $515M → $1.06B (+$542M)

62% more call options, than puts

Call options by funds: $173M | Put options by funds: $107M

49% more funds holding

Funds holding: 205 → 305 (+100)

2.92% more ownership

Funds ownership: 46.37% → 49.29% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
305
Holders Change
+100
Holders Change %
+48.78%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
133
Increased
107
Reduced
37
Closed
29
Calls
$173M
Puts
$107M
Net Calls
+$65.9M
Net Calls Change
+$21.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$39.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$38.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$26.3M
4
Goldman Sachs
Goldman Sachs
New York
+$21.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$20.2M

Top Sellers

1
Swedbank
Swedbank
Sweden
-$25.8M
2
Invesco
Invesco
Georgia
-$13.5M
3
SCP
SailingStone Capital Partners
Texas
-$9.46M
4
Jane Street
Jane Street
New York
-$6.4M
5
RCW
Rheos Capital Works
Japan
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
51
Barclays
United Kingdom
$2.73M +$29.8K +1,446 +1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.62M -$107K -5,179 -3%
UBS AM
53
UBS AM
Illinois
$2.5M -$4.38M -212,072 -60%
HF
54
HRT Financial
New York
$2.48M +$2.85M +138,229 New
PJWM
55
Philip James Wealth Mangement
Georgia
$2.29M -$316K -15,315 -11%
EGM
56
Engineers Gate Manager
New York
$2.27M +$2.03M +98,553 +350%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$2.26M +$2.11M +102,080 +755%
Verition Fund Management
58
Verition Fund Management
Connecticut
$2.02M -$17.8K -862 -0.8%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$2.02M +$2.32M +112,536 New
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$2M +$196K +9,485 +9%
FC
61
FORA Capital
Florida
$1.77M +$1.2M +57,922 +142%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$1.77M +$2.03M +98,478 New
Legal & General Group
63
Legal & General Group
United Kingdom
$1.67M +$409K +19,831 +27%
OCM
64
Once Capital Management
New York
$1.62M – – –
FHWM
65
Fox Hill Wealth Management
Massachusetts
$1.6M +$436K +21,146 +31%
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$1.54M +$1.46M +70,638 +468%
BF
67
BOK Financial
Oklahoma
$1.51M +$206K +10,000 +15%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.5M -$217K -10,530 -11%
Citigroup
69
Citigroup
New York
$1.44M +$461K +22,364 +39%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$1.43M +$249K +12,070 +18%
CM
71
CastleKnight Management
New York
$1.35M +$39.2K +1,900 +3%
Deutsche Bank
72
Deutsche Bank
Germany
$1.35M +$519K +25,131 +50%
Mariner
73
Mariner
Kansas
$1.35M +$152K +7,390 +11%
CG
74
Caprock Group
Idaho
$1.31M +$1.51M +73,272 New
JSL
75
JT Stratford LLC
Georgia
$1.3M -$949K -45,993 -39%
1 2
3
4 5

SMR Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q4 2024, worth a combined $1.06B — up 105% from $515M a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SMR positions and 29 closed out — a net gain of 104 holders — while 107 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $39.4M. The largest seller was Swedbank, cutting an estimated $25.8M.

  • 305 institutional investors held NuScale Power (SMR) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $1.06B of NuScale Power stock for Q4 2024, up 105% quarter-over-quarter.
  • 133 funds opened new NuScale Power positions in Q4 2024 and 29 closed out, a net change of +104 holders.
  • The largest NuScale Power buyer in Q4 2024 was UBS Group, an estimated $39.4M added.
  • The largest NuScale Power seller in Q4 2024 was Swedbank, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2024.