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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
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
5 6
7
8 9

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.