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NuScale Power

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: 179205 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
TI
126
Tidal Investments
Wisconsin
$118K +$104K +10,176 New
TPWA
127
TRUE Private Wealth Advisors
Oregon
$117K +$103K +10,092 New
SDH
128
Sloy Dahl & Holst
Washington
$117K -$71 -7 -0.1%
Victory Capital Management
129
Victory Capital Management
Texas
$116K +$102K +10,013 New
MA
130
MYDA Advisors
New York
$116K +$102K +10,000 New
Walleye Trading
131
Walleye Trading
New York
$110K -$10.1K -987 -9%
FFO
132
Fortitude Family Office
Arizona
$96.6K
AIP
133
Ameritas Investment Partners
Nebraska
$88K
NFSG
134
Newbridge Financial Services Group
Florida
$79.9K +$57.6K +5,650 +452%
TFM
135
TFC Financial Management
Massachusetts
$74.2K
TRCT
136
Tower Research Capital (TRC)
New York
$65.6K -$58.9K -5,771 -50%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$61K +$53K +5,191 +4,594%
US Bancorp
138
US Bancorp
Minnesota
$53.8K +$47.4K +4,643 New
NA
139
NewEdge Advisors
Louisiana
$51.2K +$24.7K +2,419 +121%
TWC
140
TD Waterhouse Canada
Ontario, Canada
$51K +$6.63K +650 +18%
Acadian Asset Management
141
Acadian Asset Management
Massachusetts
$51K +$45.2K +4,429 New
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$43.5K +$38.4K +3,760 New
Citadel Advisors
143
Citadel Advisors
Florida
$38.1K +$33.5K +3,284 +109,467%
GRP
144
Global Retirement Partners
California
$35.7K -$38.9K -3,810 -55%
OLVIG
145
Oliver Lagore Vanvalin Investment Group
Michigan
$34.7K
CA
146
Continuum Advisory
Idaho
$34.5K +$14.3K +1,401 New
WIM
147
Westside Investment Management
California
$33.5K
ACM
148
Anfield Capital Management
California
$29.4K +$10.2K +1,000 +65%
HGA
149
Hobbs Group Advisors
South Carolina
$27.8K -$247K -24,204 -91%
Federated Hermes
150
Federated Hermes
Pennsylvania
$26.8K +$23.6K +2,310 New

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.