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NuScale Power
SMR

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: 68 → 88 (+20)

14.92% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
+$23.6M
2
GFWEX
G.F.W. Energy XII
Texas
+$22.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.9M
4
BlackRock
BlackRock
New York
+$9.59M
5
Wells Fargo
Wells Fargo
California
+$5.05M

Top Sellers

Rank Fund Capital Flow
1
SCM
Segra Capital Management
Florida
-$6.08M
2
Macquarie Group
Macquarie Group
Australia
-$1.32M
3
TF
Trek Financial
Arizona
-$1.3M
4
MLIM
Mountain Lake Investment Management
Florida
-$951K
5
Goldman Sachs
Goldman Sachs
New York
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$7K -$8.32K -633 -55%
IFAM
77
Institutional & Family Asset Management
Colorado
$5K – – –
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.92K – – –
AIM
79
Anchor Investment Management
South Carolina
$2.92K +$3.28K +250 New
APA
80
American Portfolios Advisors
New York
$1.17K – – –
MFT
81
Moisand Fitzgerald Tamayo
Florida
$1K – – –
BCM
82
Bourgeon Capital Management
Connecticut
$1K +$368 +28 +140%
CS
83
Credit Suisse
Switzerland
$1K +$447 +34 +41%
WWMSC
84
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.45K +110 New
WIM
85
Westside Investment Management
California
$12 +$13.7K +1,045 New
SCM
86
Segra Capital Management
Florida
– -$6.08M -608,097 Closed
CC
87
Carlson Capital
Texas
– -$500K -50,000 Closed
BS
88
Boenning & Scattergood
Pennsylvania
– -$437K -43,695 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
– -$465K -35,369 Closed
Squarepoint
90
Squarepoint
New York
– -$254K -25,418 Closed
WC
91
Weil Company
California
– -$169K -16,917 Closed
Simplex Trading
92
Simplex Trading
Illinois
– -$140K -10,622 Closed
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
– -$50K -5,000 Closed
PCM
94
Penserra Capital Management
California
– -$22K -2,295 Closed
TWA
95
TCI Wealth Advisors
Arizona
– +$131 +10 New
EI
96
Ellevest Inc
New York
– +$315 +24 New
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
– +$867 +66 New
1 2 3
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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.