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NuScale Power
SMR

305 hedge funds and large institutions have $1.06B invested in NuScale Power in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 107 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 29

189% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 37

105% more capital invested

Capital invested by funds: $515M → $1.06B (+$542M)

62% more call options, than puts

Call options by funds: $173M | Put options by funds: $107M

49% more funds holding

Funds holding: 205 → 305 (+100)

2.92% more ownership

Funds ownership: 46.37% → 49.29% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
305
Holders Change
+100
Holders Change %
+48.78%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
133
Increased
107
Reduced
37
Closed
29
Calls
$173M
Puts
$107M
Net Calls
+$65.9M
Net Calls Change
+$21.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$39.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$38.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$26.3M
4
Goldman Sachs
Goldman Sachs
New York
+$21.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$20.2M

Top Sellers

1
Swedbank
Swedbank
Sweden
-$25.8M
2
Invesco
Invesco
Georgia
-$13.5M
3
SCP
SailingStone Capital Partners
Texas
-$9.46M
4
Jane Street
Jane Street
New York
-$6.4M
5
RCW
Rheos Capital Works
Japan
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
101
Hussman Strategic Advisors
Maryland
$753K +$867K +42,000 New
IIM
102
INTECH Investment Management
Florida
$720K +$517K +25,042 +166%
PIC
103
Portland Investment Counsel
Ontario, Canada
$717K – – –
LIP
104
Lighthouse Investment Partners
Florida
$717K +$825K +40,000 New
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$700K +$173K +8,400 +27%
NA
106
NewEdge Advisors
Louisiana
$687K +$940K +45,571 +1,031%
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$674K +$776K +37,602 New
XT
108
XTX Topco
Cayman Islands
$672K +$774K +37,504 New
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$665K +$157K +7,630 +26%
Invesco
110
Invesco
Georgia
$623K -$13.5M -654,671 -95%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$610K +$106K +5,146 +18%
BFM
112
Boothbay Fund Management
New York
$604K +$695K +33,700 New
SEI Investments
113
SEI Investments
Pennsylvania
$552K +$635K +30,770 New
First Trust Advisors
114
First Trust Advisors
Illinois
$535K -$209K -10,125 -25%
AQR Capital Management
115
AQR Capital Management
Connecticut
$491K +$219K +10,635 +64%
CM
116
Caption Management
Oklahoma
$484K +$557K +27,000 New
FAIM
117
Financial Advocates Investment Management
Washington
$474K +$546K +26,462 New
Truist Financial
118
Truist Financial
North Carolina
$469K +$186K +9,000 +53%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$460K +$529K +25,650 New
Federated Hermes
120
Federated Hermes
Pennsylvania
$453K +$474K +22,962 +994%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$450K -$9.18K -445 -2%
MCM
122
Moore Capital Management
New York
$448K +$516K +25,000 New
ASRS
123
Arizona State Retirement System
Arizona
$444K +$89.6K +4,344 +21%
AWA
124
Arkadios Wealth Advisors
Georgia
$439K +$505K +24,468 New
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
$434K – – –
3 4
5
6 7

SMR Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q4 2024, worth a combined $1.06B — up 105% from $515M a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SMR positions and 29 closed out — a net gain of 104 holders — while 107 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $39.4M. The largest seller was Swedbank, cutting an estimated $25.8M.

  • 305 institutional investors held NuScale Power (SMR) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $1.06B of NuScale Power stock for Q4 2024, up 105% quarter-over-quarter.
  • 133 funds opened new NuScale Power positions in Q4 2024 and 29 closed out, a net change of +104 holders.
  • The largest NuScale Power buyer in Q4 2024 was UBS Group, an estimated $39.4M added.
  • The largest NuScale Power seller in Q4 2024 was Swedbank, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2024.