SMR icon

NuScale Power
SMR

Overview Fund Activity

116 hedge funds and large institutions have $191M invested in NuScale Power in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 17 closing their positions.

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
52
Reduced
10
Closed
17
Calls
$5.73M
Puts
$3.11M
Net Calls
+$2.62M
Net Calls Change
-$6.14M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$36.3M
2
BlackRock
2
BlackRock
New York
$21.5M
3
SCP
3
SailingStone Capital Partners
Texas
$11.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.89M

Top Sellers

1
GFWEX
1
G.F.W. Energy XII
Texas
$0
2
MLIM
2
Mountain Lake Investment Management
Florida
$0
3
TF
3
Trek Financial
Arizona
$0
4
RJA
4
Raymond James & Associates
Florida
$0
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
101
Cutler Group
California
$5K 836 +453 +118%
OP
102
ORG Partners
Indiana
$3.54K 500 +500 New
SC
103
SouthState Corp
Florida
$2.04K 300 – –
VNA
104
Valley National Advisers
Pennsylvania
$2K 178 +178 New
HI
105
Harbour Investments
Wisconsin
$1.78K 262 – –
AIM
106
Anchor Investment Management
South Carolina
$1.7K 250 – –
PP
107
PFS Partners
New Jersey
$1.54K 227 – –
MFT
108
Moisand Fitzgerald Tamayo
Florida
$1.36K 200 – –
BWL
109
Bogart Wealth LLC
Virginia
$1.36K 200 – –
SHIM
110
Stone House Investment Management
Pennsylvania
$660 97 – –
BCM
111
Bourgeon Capital Management
Connecticut
$456 67 – –
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$272 40 +40 New
MA
113
MCF Advisors
Kentucky
$272 40 +40 New
Russell Investments Group
114
Russell Investments Group
United Kingdom
$245 36 -416 -92%
WWM
115
Wolff Wiese Magana
California
$68 10 +10 New
VAG
116
VisionPoint Advisory Group
Texas
$54 8 +8 New
GFWEX
117
G.F.W. Energy XII
Texas
– – -4,696,924 Closed
MLIM
118
Mountain Lake Investment Management
Florida
– – -233,000 Closed
TF
119
Trek Financial
Arizona
– – -155,744 Closed
RJA
120
Raymond James & Associates
Florida
– – -130,671 Closed
Adage Capital Partners
121
Adage Capital Partners
Massachusetts
– – -129,260 Closed
AQR Capital Management
122
AQR Capital Management
Connecticut
– – -30,520 Closed
HTC
123
Haverford Trust Company
Pennsylvania
– – -27,780 Closed
Squarepoint
124
Squarepoint
New York
– – -21,724 Closed
SG Americas Securities
125
SG Americas Securities
New York
– – -16,294 Closed
2 3 4
5
6