NuScale Power
117 hedge funds and large institutions have $191M invested in NuScale Power in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 17 closing their positions.
420% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 10
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
84% more call options, than puts
Call options by funds: $5.73M | Put options by funds: $3.11M
14% more funds holding
Funds holding: 103 → 117 (+14)
1.11% more ownership
Funds ownership: 36.99% → 38.1% (+1.1%)
19% less capital invested
Capital invested by funds: $235M → $191M (-$44.2M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.9M |
| 2 |
BlackRock
New York
|
+$10M |
| 3 |
SCP
SailingStone Capital Partners
Houston,
Texas
|
+$5.09M |
| 4 |
Morgan Stanley
New York
|
+$3.64M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFWEX
G.F.W. Energy XII
Dallas,
Texas
|
-$42.7M |
| 2 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
-$2.12M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$1.42M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.19M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$1.17M |
SMR Hedge Fund Activity: Q2 2023 in Review
117 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q2 2023, worth a combined $191M — down 19% from $235M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SMR positions and 17 closed out — a net gain of 15 holders — while 52 added to existing stakes and 10 trimmed.
The largest buyer was Vanguard Group, adding an estimated $14.9M. The largest seller was G.F.W. Energy XII, exiting entirely with an estimated $42.7M sold.
- 117 institutional investors held NuScale Power (SMR) as of Q2 2023, up from 103 in Q1 2023.
- Funds reported $191M of NuScale Power stock for Q2 2023, down 19% quarter-over-quarter.
- 32 funds opened new NuScale Power positions in Q2 2023 and 17 closed out, a net change of +15 holders.
- The largest NuScale Power buyer in Q2 2023 was Vanguard Group, an estimated $14.9M added.
- The largest NuScale Power seller in Q2 2023 was G.F.W. Energy XII, an estimated $42.7M sold.
Based on aggregated 13F filings for Q2 2023.