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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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$25K +$15.2K +1,494 +299%
AB
152
Amalgamated Bank
New York
$22K
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$20.9K +$12.5K +1,224 +210%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3K +$17.9K +1,750 New
LSA
155
Leonteq Securities AG
Switzerland
$19.7K -$19.4K -1,900 -53%
CPA
156
Capital Performance Advisors
California
$18.1K +$16K +1,566 New
Russell Investments Group
157
Russell Investments Group
United Kingdom
$17.6K +$14.8K +1,447 +1,929%
HCP
158
Hexagon Capital Partners
Arkansas
$17.4K +$15.3K +1,500 New
SSG
159
Summit Securities Group
New York
$15K +$13.6K +1,338 New
SHIM
160
Stone House Investment Management
Pennsylvania
$13.3K +$10.2K +1,000 +667%
SIC
161
Salem Investment Counselors
North Carolina
$11.6K
AF
162
Allworth Financial
California
$11.6K +$10.2K +1,000 New
IA
163
IFP Advisors
Florida
$11.6K +$10.2K +1,000 New
IAIM
164
International Assets Investment Management
Florida
$9.9K +$1.11M +109,142 +1,984%
S
165
SignatureFD
Georgia
$9.84K +$1.02K +100 +13%
AFG
166
Albion Financial Group
Utah
$9.73K
HI
167
Harbour Investments
Wisconsin
$8.8K -$20 -2 -0.3%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$8.4K +$6.38K +625 +625%
AAG
169
Accordant Advisory Group
Maryland
$8.11K
EWM
170
Evermay Wealth Management
Virginia
$8.11K +$7.14K +700 New
FIA
171
FNY Investment Advisers
New York
$8K +$7.54K +739 New
RAM
172
Riggs Asset Management
Pennsylvania
$7.56K
CFD
173
Creative Financial Designs
Indiana
$6.95K +$6.12K +600 New
PS
174
Principal Securities
Iowa
$6.4K +$2.04K +200 +57%
OP
175
ORG Partners
Indiana
$5.79K

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.