NuScale Power
103 hedge funds and large institutions have $229M invested in NuScale Power in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 14 closing their positions.
340% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 10
340% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $2.91M
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
17% more funds holding
Funds holding: 88 → 103 (+15)
14% more capital invested
Capital invested by funds: $200M → $229M (+$28.9M)
2.73% more ownership
Funds ownership: 40.25% → 42.98% (+2.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.7M |
| 2 |
Swedbank
Stockholm,
Sweden
|
+$18.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$8M |
| 4 |
KL
KGH Ltd
Nassau,
Bahamas
|
+$2.11M |
| 5 |
CSCSIM
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$2.2M |
| 2 |
JGGDR
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$1.99M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.84M |
| 4 |
SCP
SailingStone Capital Partners
Houston,
Texas
|
-$1.39M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$1.25M |
SMR Hedge Fund Activity: Q4 2022 in Review
103 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q4 2022, worth a combined $229M — up 14% from $200M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SMR positions and 14 closed out — a net gain of 16 holders — while 44 added to existing stakes and 10 trimmed.
The largest buyer was Vanguard Group, adding an estimated $21.7M. The largest seller was Balyasny Asset Management, cutting an estimated $2.2M.
- 103 institutional investors held NuScale Power (SMR) as of Q4 2022, up from 88 in Q3 2022.
- Funds reported $229M of NuScale Power stock for Q4 2022, up 14% quarter-over-quarter.
- 30 funds opened new NuScale Power positions in Q4 2022 and 14 closed out, a net change of +16 holders.
- The largest NuScale Power buyer in Q4 2022 was Vanguard Group, an estimated $21.7M added.
- The largest NuScale Power seller in Q4 2022 was Balyasny Asset Management, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2022.