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NuScale Power
SMR

134 hedge funds and large institutions have $155M invested in NuScale Power in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $102M → $155M (+$53.1M)

49% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $16M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

8% more funds holding

Funds holding: 124 → 134 (+10)

4.94% less ownership

Funds ownership: 40.19% → 35.24% (-4.9%)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
33
Reduced
37
Closed
25
Calls
$23.8M
Puts
$16M
Net Calls
+$7.78M
Net Calls Change
+$4.64M

Top Buyers

Rank Fund Capital Flow
1
VCM
Valiant Capital Management
California
+$4.17M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.06M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.35M
4
RCW
Rheos Capital Works
Japan
+$897K
5
PAMP
Polar Asset Management Partners
Ontario, Canada
+$849K

Top Sellers

Rank Fund Capital Flow
1
SCP
SailingStone Capital Partners
Texas
-$7.28M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.15M
3
Macquarie Group
Macquarie Group
Australia
-$2.83M
4
Squarepoint
Squarepoint
New York
-$790K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
101
Portland Investment Counsel
Ontario, Canada
$6.61K – – –
NA
102
NewEdge Advisors
Louisiana
$5.31K – – –
SIC
103
Salem Investment Counselors
North Carolina
$5.31K – – –
HI
104
Harbour Investments
Wisconsin
$4.05K +$1.79K +500 +191%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$3.85K – – –
S
106
SignatureFD
Georgia
$3.72K -$969 -270 -28%
AAG
107
Accordant Advisory Group
Maryland
$3.72K +$2.51K +700 New
AssetMark Inc
108
AssetMark Inc
California
$2.65K +$1.79K +500 New
IFAM
109
Institutional & Family Asset Management
Colorado
$2.42K -$5.38K -1,500 -77%
JFA
110
JNBA Financial Advisors
Minnesota
$2.12K – – –
PS
111
Principal Securities
Iowa
$1.87K +$1.27K +353 New
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$1.72K +$1.02K +284 +710%
SC
113
SouthState Corp
Florida
$1.59K – – –
TFA
114
Toth Financial Advisory
Virginia
$1.59K – – –
Citadel Advisors
115
Citadel Advisors
Florida
$1.59K +$1.08K +300 New
PP
116
PFS Partners
New Jersey
$1.21K – – –
IPW
117
Impact Partnership Wealth
Georgia
$1.1K +$746 +208 New
BWL
118
Bogart Wealth LLC
Virginia
$1.06K – – –
MFT
119
Moisand Fitzgerald Tamayo
Florida
$1.06K – – –
PTC
120
Private Trust Company
Ohio
$1.06K +$718 +200 New
CSS
121
Cubist Systematic Strategies
Connecticut
$781 +$527 +147 New
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$626 +$359 +100 New
MSG
123
Main Street Group
Virginia
$524 – – –
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$350 – – –
TCM
125
Tradewinds Capital Management
Washington
$266 +$179 +50 New
3 4
5
6 7

SMR Hedge Fund Activity: Q1 2024 in Review

134 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q1 2024, worth a combined $155M — up 52% from $102M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMR positions and 25 closed out — a net gain of 10 holders — while 33 added to existing stakes and 37 trimmed.

The largest buyer was Valiant Capital Management, opening a new position worth an estimated $4.17M. The largest seller was SailingStone Capital Partners, cutting an estimated $7.28M.

  • 134 institutional investors held NuScale Power (SMR) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $155M of NuScale Power stock for Q1 2024, up 52% quarter-over-quarter.
  • 35 funds opened new NuScale Power positions in Q1 2024 and 25 closed out, a net change of +10 holders.
  • The largest NuScale Power buyer in Q1 2024 was Valiant Capital Management, an estimated $4.17M added.
  • The largest NuScale Power seller in Q1 2024 was SailingStone Capital Partners, an estimated $7.28M sold.

Based on aggregated 13F filings for Q1 2024.