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NuScale Power

103 hedge funds and large institutions have $235M invested in NuScale Power in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $2.69M

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $229M → $235M (+$5.42M)

0% more funds holding

Funds holding: 103103 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.98% less ownership

Funds ownership: 42.98%36.99% (-6%)

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
44
Reduced
18
Closed
16
Calls
$11.4M
Puts
$2.69M
Net Calls
+$8.75M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$20K -$199K -19,800 -90%
TFM
77
TFC Financial Management
Massachusetts
$20K
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$19K
ASN
79
Advisory Services Network
Georgia
$13.6K
QT
80
Quantbot Technologies
New York
$13.5K +$14.9K +1,487 New
TRCT
81
Tower Research Capital (TRC)
New York
$11K +$7.41K +739 +172%
SIC
82
Salem Investment Counselors
North Carolina
$9.09K
NA
83
NewEdge Advisors
Louisiana
$9.09K +$9.83K +980 +4,900%
JFA
84
JNBA Financial Advisors
Minnesota
$6.95K +$4.01K +400 +110%
IFAM
85
Institutional & Family Asset Management
Colorado
$6.88K +$3.01K +300 +66%
BAM
86
Belpointe Asset Management
Nevada
$5.55K +$3.27K +326 +114%
WIM
87
WealthPlan Investment Management
Nebraska
$5K +$5.52K +550 New
Citigroup
88
Citigroup
New York
$4.14K -$2.27K -226 -33%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$4.11K +$4.53K +452 New
CG
90
Cutler Group
California
$3K -$23.1K -2,302 -86%
SC
91
SouthState Corp
Florida
$2.73K
HI
92
Harbour Investments
Wisconsin
$2.38K +$2.63K +262 New
AIM
93
Anchor Investment Management
South Carolina
$2.27K
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.27K
PP
95
PFS Partners
New Jersey
$2.06K +$2.28K +227 New
BWL
96
Bogart Wealth LLC
Virginia
$1.82K
MFT
97
Moisand Fitzgerald Tamayo
Florida
$1.82K
HGERS
98
Householder Group Estate & Retirement Specialist
Arizona
$1K
SHIM
99
Stone House Investment Management
Pennsylvania
$882 +$973 +97 New
BCM
100
Bourgeon Capital Management
Connecticut
$610