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NuScale Power

88 hedge funds and large institutions have $200M invested in NuScale Power in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

81% more capital invested

Capital invested by funds: $110M → $200M (+$89.9M)

31% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $11.1M

29% more funds holding

Funds holding: 6888 (+20)

14.92% more ownership

Funds ownership: 25.32%40.25% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
88
Holders Change
+20
Holders Change %
+29.41%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
36
Reduced
11
Closed
9
Calls
$14.4M
Puts
$11.1M
Net Calls
+$3.39M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
GFWEX
1
G.F.W. Energy XII
Texas
$54.9M +$22.5M +1,715,536 +58%
Swedbank
2
Swedbank
Sweden
$21M +$23.6M +1,800,000 New
BlackRock
3
BlackRock
New York
$20M +$9.59M +730,147 +75%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.1M +$1.12M +85,076 +6%
SCP
5
SailingStone Capital Partners
Texas
$15.1M
Macquarie Group
6
Macquarie Group
Australia
$10.6M -$1.32M -100,129 -10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$9.69M +$10.9M +829,967 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.89M +$2.08M +158,326 +61%
Wells Fargo
9
Wells Fargo
California
$4.5M +$5.05M +384,332 +53,528%
State Street
10
State Street
Massachusetts
$4.15M +$2.65M +201,490 +131%
MLIM
11
Mountain Lake Investment Management
Florida
$4M -$951K -72,400 -17%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$3.65M +$4.11M +312,507 New
Northern Trust
13
Northern Trust
Illinois
$2.7M +$1.15M +87,492 +61%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$2.44M +$2.74M +208,819 New
CSCSIM
15
Clear Sky Carbon Solutions Investment Management
Texas
$2.04M +$1.17M +89,000 +103%
JGGDR
16
JGP Global Gestao de Recursos
Brazil
$1.99M +$2.23M +170,000 New
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$1.51M
PAMP
18
Polar Asset Management Partners
Ontario, Canada
$1.38M
N
19
Nuveen
North Carolina
$1.29M +$945K +71,935 +187%
Franklin Resources
20
Franklin Resources
California
$1.25M +$1.41M +107,353 New
AR
21
Advisory Research
Illinois
$1.25M -$459K -34,938 -25%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.04M +$973K +74,086 +485%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.03M +$434K +33,023 +60%
MGAM
24
McGowan Group Asset Management
Texas
$991K +$1.11M +84,868 New
TF
25
Trek Financial
Arizona
$955K -$1.3M -98,861 -55%

SMR Hedge Fund Activity: Q3 2022 in Review

88 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q3 2022, worth a combined $200M — up 81% from $110M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SMR positions and 9 closed out — a net gain of 22 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $23.6M. The largest seller was Segra Capital Management, exiting entirely with an estimated $6.08M sold.

  • 88 institutional investors held NuScale Power (SMR) as of Q3 2022, up from 68 in Q2 2022.
  • Funds reported $200M of NuScale Power stock for Q3 2022, up 81% quarter-over-quarter.
  • 31 funds opened new NuScale Power positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest NuScale Power buyer in Q3 2022 was Swedbank, an estimated $23.6M added.
  • The largest NuScale Power seller in Q3 2022 was Segra Capital Management, an estimated $6.08M sold.

Based on aggregated 13F filings for Q3 2022.