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NuScale Power

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: 134179 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Clearstead Advisors
Ohio
$4.09K +$2.49K +350 New
SC
152
SouthState Corp
Florida
$3.51K
TFA
153
Toth Financial Advisory
Virginia
$3.51K
HT
154
Headlands Technologies
Illinois
$3.34K +$2.04K +286 New
PP
155
PFS Partners
New Jersey
$2.65K
BWL
156
Bogart Wealth LLC
Virginia
$2.34K
MFT
157
Moisand Fitzgerald Tamayo
Florida
$2.34K
APC
158
Aspire Private Capital
North Carolina
$2.34K +$1.43K +200 New
MFA
159
McClarren Financial Advisors
Pennsylvania
$2K +$78 +11 New
Twin Tree Management
160
Twin Tree Management
Texas
$1.91K +$1.16K +163 New
SHIM
161
Stone House Investment Management
Pennsylvania
$1.75K +$1.07K +150 New
FFA
162
Frazier Financial Advisors
Ohio
$1.29K +$784 +110 New
SWM
163
Sugarloaf Wealth Management
Georgia
$1.17K +$712 +100 New
MSG
164
Main Street Group
Virginia
$1.09K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1.09K
MG
166
Mather Group
Illinois
$1.06K +$1.43K +200 New
QL
167
Quarry LP
New York
$1.03K +$627 +88 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$1K -$15.3K -2,149 -95%
Russell Investments Group
169
Russell Investments Group
United Kingdom
$877 -$9.07K -1,273 -94%
HNB
170
Hilltop National Bank
Wyoming
$877 +$534 +75 New
RIL
171
Rothschild Investment LLC
Illinois
$760 +$463 +65 New
TCM
172
Tradewinds Capital Management
Washington
$585
MA
173
MCF Advisors
Kentucky
$468
VWWMG
174
Vermillion & White Wealth Management Group
Pennsylvania
$444
GI
175
GAMMA Investing
California
$269 +$164 +23 New