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NuScale Power

117 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.

New
Increased
Maintained
Reduced
Closed

420% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 10

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

84% more call options, than puts

Call options by funds: $5.73M | Put options by funds: $3.11M

14% more funds holding

Funds holding: 103117 (+14)

1.11% more ownership

Funds ownership: 36.99%38.1% (+1.1%)

19% less capital invested

Capital invested by funds: $235M → $191M (-$44.1M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
1.84%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
101
Institutional & Family Asset Management
Colorado
$5.14K
CG
102
Cutler Group
California
$5K +$3.67K +453 +118%
OP
103
ORG Partners
Indiana
$3.54K +$4.06K +500 New
SC
104
SouthState Corp
Florida
$2.04K
VNA
105
Valley National Advisers
Pennsylvania
$2K +$1.44K +178 New
HI
106
Harbour Investments
Wisconsin
$1.78K
AIM
107
Anchor Investment Management
South Carolina
$1.7K
PP
108
PFS Partners
New Jersey
$1.54K
BWL
109
Bogart Wealth LLC
Virginia
$1.36K
MFT
110
Moisand Fitzgerald Tamayo
Florida
$1.36K
SHIM
111
Stone House Investment Management
Pennsylvania
$660
BCM
112
Bourgeon Capital Management
Connecticut
$456
MA
113
MCF Advisors
Kentucky
$272 +$325 +40 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$272 +$325 +40 New
Russell Investments Group
115
Russell Investments Group
United Kingdom
$245 -$3.38K -416 -92%
WWM
116
Wolff Wiese Magana
California
$68 +$81 +10 New
VAG
117
VisionPoint Advisory Group
Texas
$54 +$65 +8 New
GFWEX
118
G.F.W. Energy XII
Texas
-$42.7M -4,696,924 Closed
MLIM
119
Mountain Lake Investment Management
Florida
-$2.12M -233,000 Closed
TF
120
Trek Financial
Arizona
-$1.42M -155,744 Closed
RJA
121
Raymond James & Associates
Florida
-$1.19M -130,671 Closed
Adage Capital Partners
122
Adage Capital Partners
Massachusetts
-$1.17M -129,260 Closed
AQR Capital Management
123
AQR Capital Management
Connecticut
-$277K -30,520 Closed
HTC
124
Haverford Trust Company
Pennsylvania
-$253K -27,780 Closed
Squarepoint
125
Squarepoint
New York
-$197K -21,724 Closed