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NuScale Power

124 hedge funds and large institutions have $102M invested in NuScale Power in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $4.12M | Put options by funds: $971K

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 124124 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.04% less ownership

Funds ownership: 43.22%40.19% (-3%)

36% less capital invested

Capital invested by funds: $158M → $102M (-$56.7M)

Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
38
Reduced
29
Closed
26
Calls
$4.12M
Puts
$971K
Net Calls
+$3.15M
Net Calls Change
-$641K
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$3.19K +$3.45K +970 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$2.38K +$2.58K +725 New
OP
103
ORG Partners
Indiana
$1.65K
JFA
104
JNBA Financial Advisors
Minnesota
$1.32K -$1.29K -364 -48%
LPP
105
Life Planning Partners
Florida
$1.17K +$1.26K +354 New
Comerica Bank
106
Comerica Bank
Texas
$1.04K -$355 -100 -24%
SC
107
SouthState Corp
Florida
$987
TFA
108
Toth Financial Advisory
Virginia
$987
SHIM
109
Stone House Investment Management
Pennsylvania
$977 +$711 +200 +206%
HI
110
Harbour Investments
Wisconsin
$862
PP
111
PFS Partners
New Jersey
$747
BWL
112
Bogart Wealth LLC
Virginia
$658
MFT
113
Moisand Fitzgerald Tamayo
Florida
$658
Walleye Trading
114
Walleye Trading
New York
$619 -$2.17K -611 -76%
BCM
115
Bourgeon Capital Management
Connecticut
$517 +$320 +90 +134%
US Bancorp
116
US Bancorp
Minnesota
$329
MSG
117
Main Street Group
Virginia
$329 +$355 +100 New
FFA
118
Farther Finance Advisors
California
$158 +$75 +21 +78%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$132 -$142 -40 -50%
MA
120
MCF Advisors
Kentucky
$132
VWWMG
121
Vermillion & White Wealth Management Group
Pennsylvania
$125 +$135 +38 New
WWM
122
Wolff Wiese Magana
California
$33
VAG
123
VisionPoint Advisory Group
Texas
$26
RCW
124
Rheos Capital Works
Japan
-$3.04M -620,000 Closed
Citadel Advisors
125
Citadel Advisors
Florida
-$2M -562,667 Closed