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NuScale Power
SMR

205 hedge funds and large institutions have $515M invested in NuScale Power in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 77 increasing their positions, 28 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 28

133% more call options, than puts

Call options by funds: $77.4M | Put options by funds: $33.3M

94% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 32

16% more capital invested

Capital invested by funds: $445M → $515M (+$69.4M)

15% more funds holding

Funds holding: 179 → 205 (+26)

3.36% more ownership

Funds ownership: 43.01% → 46.37% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
205
Holders Change
+26
Holders Change %
+14.53%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
62
Increased
77
Reduced
28
Closed
32
Calls
$77.4M
Puts
$33.3M
Net Calls
+$44.1M
Net Calls Change
+$468K

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$10.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.42M
3
BlackRock
BlackRock
New York
+$7.36M
4
VanEck Associates
VanEck Associates
New York
+$5.97M
5
Charles Schwab
Charles Schwab
California
+$4.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.9M
2
Invesco
Invesco
Georgia
-$3.22M
3
EI
EAM Investors
California
-$2.99M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$1.5M
5
SC
Sculptor Capital
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
101
Indie Asset Partners
Indiana
$218K +$12.8K +1,250 +7%
PAS
102
Park Avenue Securities
New York
$217K +$191K +18,760 New
Truist Financial
103
Truist Financial
North Carolina
$198K +$20.4K +2,000 +13%
Pictet Asset Management
104
Pictet Asset Management
Switzerland
$198K +$174K +17,075 New
AQR Capital Management
105
AQR Capital Management
Connecticut
$194K +$171K +16,735 New
OAC
106
OMERS Administration Corp
Ontario, Canada
$193K -$20.4K -2,000 -11%
KPWS
107
Kestra Private Wealth Services
Texas
$192K +$1.02K +100 +0.6%
LC
108
Lincoln Capital
Nebraska
$185K – – –
IIM
109
INTECH Investment Management
Florida
$175K +$154K +15,111 New
Allspring Global Investments
110
Allspring Global Investments
North Carolina
$175K +$154K +15,100 New
ProShare Advisors
111
ProShare Advisors
Maryland
$173K +$153K +14,965 New
A
112
AlphaQuest
New York
$173K +$52.5K +5,142 +52%
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$170K +$138K +13,520 New
EWS
114
Evergreen Wealth Solutions
Pennsylvania
$169K +$30.1K +2,947 +25%
FRM
115
Fox Run Management
Connecticut
$160K +$141K +13,847 New
PSCM
116
Per Stirling Capital Management
Texas
$160K -$25.5K -2,500 -15%
CCG
117
Catalina Capital Group
California
$146K +$8.25K +809 +7%
HighTower Advisors
118
HighTower Advisors
Illinois
$140K +$8.36K +820 +7%
FFA
119
Farther Finance Advisors
California
$139K – – –
ET
120
Entropy Technologies
New York
$138K +$121K +11,900 New
CCFM
121
Clear Creek Financial Management
Washington
$134K +$118K +11,612 New
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$134K +$118K +11,580 New
Wolverine Trading
123
Wolverine Trading
Illinois
$130K -$66.2K -6,493 -39%
AAS
124
Avantax Advisory Services
Texas
$128K -$40.4K -3,957 -26%
PAA
125
Peregrine Asset Advisers
Oregon
$127K -$20.4K -2,000 -15%
3 4
5
6 7

SMR Hedge Fund Activity: Q3 2024 in Review

205 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q3 2024, worth a combined $515M — up 16% from $445M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SMR positions and 32 closed out — a net gain of 30 holders — while 77 added to existing stakes and 28 trimmed.

The largest buyer was Mirae Asset Global ETFs Holdings, adding an estimated $10.6M. The largest seller was Fidelity Investments, cutting an estimated $21.9M.

  • 205 institutional investors held NuScale Power (SMR) as of Q3 2024, up from 179 in Q2 2024.
  • Funds reported $515M of NuScale Power stock for Q3 2024, up 16% quarter-over-quarter.
  • 62 funds opened new NuScale Power positions in Q3 2024 and 32 closed out, a net change of +30 holders.
  • The largest NuScale Power buyer in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $10.6M added.
  • The largest NuScale Power seller in Q3 2024 was Fidelity Investments, an estimated $21.9M sold.

Based on aggregated 13F filings for Q3 2024.