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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
GWSG
176
GPS Wealth Strategies Group
Colorado
$5.79K +$5.1K +500 New
VWM
177
Venturi Wealth Management
Texas
$5.54K +$4.88K +478 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$5.18K +$887 +87 +24%
JFA
179
JNBA Financial Advisors
Minnesota
$4.63K
Optiver Holding
180
Optiver Holding
Netherlands
$4.16K -$7.75K -760 -68%
CA
181
Clearstead Advisors
Ohio
$4.05K
SC
182
SouthState Corp
Florida
$3.47K
TFA
183
Toth Financial Advisory
Virginia
$3.47K
PP
184
PFS Partners
New Jersey
$2.63K
APC
185
Aspire Private Capital
North Carolina
$2.32K
BWL
186
Bogart Wealth LLC
Virginia
$2.32K
MFT
187
Moisand Fitzgerald Tamayo
Florida
$2.32K
MSG
188
Main Street Group
Virginia
$2.32K +$1.02K +100 +100%
SC
189
Swan Capital
Florida
$2.32K +$2.04K +200 New
GI
190
GAMMA Investing
California
$2.2K +$1.7K +167 +726%
RIL
191
Rothschild Investment LLC
Illinois
$1.68K +$816 +80 +123%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$1.39K +$1.22K +120 New
Comerica Bank
193
Comerica Bank
Texas
$1.34K +$1.02K +100 +625%
SWM
194
Sugarloaf Wealth Management
Georgia
$1.16K
HWA
195
HHM Wealth Advisors
Tennessee
$1.16K +$1.02K +100 New
SCM
196
Sterling Capital Management
North Carolina
$926 +$816 +80 New
HNB
197
Hilltop National Bank
Wyoming
$869
TCM
198
Tradewinds Capital Management
Washington
$579
LFG
199
Larson Financial Group
Missouri
$498 +$439 +43 New
MA
200
MCF Advisors
Kentucky
$464

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.