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NuScale Power
SMR

179 hedge funds and large institutions have $445M invested in NuScale Power in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $59.7M | Put options by funds: $16.1M

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

188% more capital invested

Capital invested by funds: $155M → $445M (+$291M)

168% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 28

34% more funds holding

Funds holding: 134 → 179 (+45)

7.77% more ownership

Funds ownership: 35.24% → 43.01% (+7.8%)

Holders
179
Holders Change
+45
Holders Change %
+33.58%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
75
Increased
52
Reduced
18
Closed
28
Calls
$59.7M
Puts
$16.1M
Net Calls
+$43.7M
Net Calls Change
+$35.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$10.7M
2
BlackRock
BlackRock
New York
+$10.3M
3
Invesco
Invesco
Georgia
+$7.08M
4
VanEck Associates
VanEck Associates
New York
+$4.63M
5
Millennium Management
Millennium Management
New York
+$4.5M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$15.8M
2
VCM
Valiant Capital Management
California
-$6.17M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.65M
4
Group One Trading
Group One Trading
Illinois
-$975K
5
PI
PEAK6 Investments
Illinois
-$747K
Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
126
Oliver Lagore Vanvalin Investment Group
Michigan
$35.1K – – –
RFA
127
Register Financial Advisors
Georgia
$35.1K +$7.12K +1,000 +50%
WIM
128
Westside Investment Management
California
$33.8K – – –
NA
129
NewEdge Advisors
Louisiana
$23.4K +$7.12K +1,000 +100%
AB
130
Amalgamated Bank
New York
$22K – – –
ACM
131
Anfield Capital Management
California
$18K +$11K +1,538 New
QT
132
Quantbot Technologies
New York
$16.1K +$9.84K +1,381 New
NFSG
133
Newbridge Financial Services Group
Florida
$14.6K – – –
Optiver Holding
134
Optiver Holding
Netherlands
$13.1K +$7.97K +1,119 New
SIC
135
Salem Investment Counselors
North Carolina
$11.7K – – –
BFEC
136
Benjamin F. Edwards & Company
Missouri
$11K +$6.77K +950 New
AFG
137
Albion Financial Group
Utah
$9.82K +$5.98K +840 New
HI
138
Harbour Investments
Wisconsin
$8.91K – – –
S
139
SignatureFD
Georgia
$8.77K +$356 +50 +7%
AAG
140
Accordant Advisory Group
Maryland
$8.18K – – –
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$8K +$4.16K +584 New
RAM
142
Riggs Asset Management
Pennsylvania
$7.63K +$4.65K +653 New
CAL
143
Capital Advisors Ltd
Ohio
$7K +$4.22K +592 New
Jones Financial Companies
144
Jones Financial Companies
Missouri
$5.84K +$3.56K +500 New
OP
145
ORG Partners
Indiana
$5.46K +$3.56K +500 New
IFAM
146
Institutional & Family Asset Management
Colorado
$5.34K – – –
JFA
147
JNBA Financial Advisors
Minnesota
$4.68K – – –
PTC
148
Private Trust Company
Ohio
$4.68K +$1.43K +200 +100%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$4.21K +$256 +36 +11%
PS
150
Principal Securities
Iowa
$4.13K – – –
4 5
6
7 8

SMR Hedge Fund Activity: Q2 2024 in Review

179 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q2 2024, worth a combined $445M — up 188% from $155M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SMR positions and 28 closed out — a net gain of 47 holders — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.7M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $15.8M sold.

  • 179 institutional investors held NuScale Power (SMR) as of Q2 2024, up from 134 in Q1 2024.
  • Funds reported $445M of NuScale Power stock for Q2 2024, up 188% quarter-over-quarter.
  • 75 funds opened new NuScale Power positions in Q2 2024 and 28 closed out, a net change of +47 holders.
  • The largest NuScale Power buyer in Q2 2024 was Vanguard Group, an estimated $10.7M added.
  • The largest NuScale Power seller in Q2 2024 was Mirae Asset Global Investments, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2024.