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NuScale Power
SMR

124 hedge funds and large institutions have $158M invested in NuScale Power in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $1.19M

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

6% more funds holding

Funds holding: 117 → 124 (+7)

5.12% more ownership

Funds ownership: 38.1% → 43.22% (+5.1%)

17% less capital invested

Capital invested by funds: $191M → $158M (-$32.4M)

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
47
Reduced
26
Closed
16
Calls
$4.97M
Puts
$1.19M
Net Calls
+$3.79M
Net Calls Change
+$1.17M

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$7.46M
2
SCP
SailingStone Capital Partners
Texas
+$6.39M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.52M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.99M
5
RCW
Rheos Capital Works
Japan
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.23M
2
MCM
Moore Capital Management
New York
-$991K
3
Millennium Management
Millennium Management
New York
-$989K
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$967K
5
PHS
Pekin Hardy Strauss
Illinois
-$798K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
101
Salem Investment Counselors
North Carolina
$4.9K – – –
IFAM
102
Institutional & Family Asset Management
Colorado
$4.2K +$659 +100 +13%
Walleye Trading
103
Walleye Trading
New York
$3.92K +$5.27K +799 New
JFA
104
JNBA Financial Advisors
Minnesota
$3.74K – – –
Russell Investments Group
105
Russell Investments Group
United Kingdom
$2.88K +$3.63K +551 +1,531%
OP
106
ORG Partners
Indiana
$2.45K – – –
Comerica Bank
107
Comerica Bank
Texas
$2.04K +$2.74K +416 New
SC
108
SouthState Corp
Florida
$1.47K – – –
TFA
109
Toth Financial Advisory
Virginia
$1.47K +$1.98K +300 New
HI
110
Harbour Investments
Wisconsin
$1.28K – – –
AIM
111
Anchor Investment Management
South Carolina
$1.23K – – –
PP
112
PFS Partners
New Jersey
$1.11K – – –
BWL
113
Bogart Wealth LLC
Virginia
$980 – – –
MFT
114
Moisand Fitzgerald Tamayo
Florida
$980 – – –
US Bancorp
115
US Bancorp
Minnesota
$490 -$52.7K -8,000 -99%
SHIM
116
Stone House Investment Management
Pennsylvania
$475 – – –
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$392 +$264 +40 +100%
BCM
118
Bourgeon Capital Management
Connecticut
$329 – – –
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$323 +$435 +66 New
MA
120
MCF Advisors
Kentucky
$196 – – –
VCM
121
Versant Capital Management
Arizona
$142 +$191 +29 New
FFA
122
Farther Finance Advisors
California
$132 +$178 +27 New
WWM
123
Wolff Wiese Magana
California
$49 – – –
VAG
124
VisionPoint Advisory Group
Texas
$39 – – –
MCM
125
Moore Capital Management
New York
– -$991K -145,695 Closed
2 3 4
5
6

SMR Hedge Fund Activity: Q3 2023 in Review

124 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q3 2023, worth a combined $158M — down 17% from $191M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SMR positions and 16 closed out — a net gain of 7 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $7.46M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $1.23M.

  • 124 institutional investors held NuScale Power (SMR) as of Q3 2023, up from 117 in Q2 2023.
  • Funds reported $158M of NuScale Power stock for Q3 2023, down 17% quarter-over-quarter.
  • 23 funds opened new NuScale Power positions in Q3 2023 and 16 closed out, a net change of +7 holders.
  • The largest NuScale Power buyer in Q3 2023 was Mirae Asset Global Investments, an estimated $7.46M added.
  • The largest NuScale Power seller in Q3 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2023.