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NuScale Power

124 hedge funds and large institutions have $100M invested in NuScale Power in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $4.12M | Put options by funds: $971K

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 124124 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.45% less ownership

Funds ownership: 43.22%39.78% (-3.4%)

36% less capital invested

Capital invested by funds: $158M → $100M (-$57.7M)

Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
38
Reduced
29
Closed
26
Calls
$4.12M
Puts
$971K
Net Calls
+$3.15M
Net Calls Change
-$641K

SMR Hedge Fund Activity: Q4 2023 in Review

124 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q4 2023, worth a combined $100M — down 36% from $158M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SMR positions and 26 closed out — a net gain of 2 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $1.08M. The largest seller was Rheos Capital Works, exiting entirely with an estimated $3.04M sold.

  • 124 institutional investors held NuScale Power (SMR) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $100M of NuScale Power stock for Q4 2023, down 36% quarter-over-quarter.
  • 28 funds opened new NuScale Power positions in Q4 2023 and 26 closed out, a net change of +2 holders.
  • The largest NuScale Power buyer in Q4 2023 was Two Sigma Investments, an estimated $1.08M added.
  • The largest NuScale Power seller in Q4 2023 was Rheos Capital Works, an estimated $3.04M sold.

Based on aggregated 13F filings for Q4 2023.