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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
FC
76
FORA Capital
Florida
$471K +$415K +40,686 New
PIC
77
Portland Investment Counsel
Ontario, Canada
$463K
JCA
78
Jade Capital Advisors
New Jersey
$463K +$102K +10,000 +33%
First Trust Advisors
79
First Trust Advisors
Illinois
$463K +$408K +39,972 New
Ameriprise
80
Ameriprise
Minnesota
$454K +$77.4K +7,588 +24%
BCV
81
Banque Cantonale Vaudoise
Switzerland
$420K
PAG
82
Private Advisor Group
New Jersey
$411K +$61.9K +6,071 +21%
SPS
83
Susquehanna Portfolio Strategies
Pennsylvania
$384K
EAM
84
Evanson Asset Management
California
$371K +$61.2K +6,000 +23%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$362K +$148K +14,461 +86%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$357K +$313K +30,700 New
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$341K +$16.2K +1,586 +6%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$334K -$7K -686 -2%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$332K +$64.8K +6,350 +28%
EGM
90
Engineers Gate Manager
New York
$326K +$287K +28,166 New
CC
91
Centiva Capital
New York
$313K +$275K +27,000 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$296K -$3.53K -346 -1%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$289K +$29.5K +2,894 +13%
Handelsbanken Fonder
94
Handelsbanken Fonder
Sweden
$280K +$100K +9,800 +68%
BEI
95
Benjamin Edwards Inc
Missouri
$277K +$244K +23,940 New
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$258K -$97.9K -9,600 -30%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$239K +$211K +20,664 New
DADC
98
D.A. Davidson & Co
Montana
$239K +$3.11K +305 +2%
ASRS
99
Arizona State Retirement System
Arizona
$236K +$208K +20,395 New
Corient Private Wealth
100
Corient Private Wealth
Florida
$229K +$202K +19,816 New

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.