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NuScale Power

134 hedge funds and large institutions have $155M invested in NuScale Power in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $102M → $155M (+$53.1M)

49% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $16M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

8% more funds holding

Funds holding: 124134 (+10)

4.94% less ownership

Funds ownership: 40.19%35.24% (-4.9%)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
33
Reduced
37
Closed
25
Calls
$23.8M
Puts
$16M
Net Calls
+$7.78M
Net Calls Change
+$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$29M -$708K -197,405 -3%
BlackRock
2
BlackRock
New York
$18.8M -$587K -163,582 -4%
Swedbank
3
Swedbank
Sweden
$18.6M
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$15.8M -$5.15M -1,436,481 -42%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15.8M +$2.06M +574,254 +24%
VCM
6
Valiant Capital Management
California
$6.17M +$4.17M +1,162,400 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.9M +$119K +33,184 +3%
State Street
8
State Street
Massachusetts
$5.5M -$76.9K -21,442 -2%
SCP
9
SailingStone Capital Partners
Texas
$4.34M -$7.28M -2,027,678 -71%
Morgan Stanley
10
Morgan Stanley
New York
$3.04M -$208K -58,088 -9%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.46M +$1.35M +375,600 +426%
Northern Trust
12
Northern Trust
Illinois
$2.39M -$6.64K -1,851 -0.4%
Millennium Management
13
Millennium Management
New York
$2.34M +$3.85K +1,073 +0.2%
Wells Fargo
14
Wells Fargo
California
$2.13M +$16.7K +4,664 +1%
RCW
15
Rheos Capital Works
Japan
$1.33M +$897K +250,000 New
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$1.26M +$849K +236,661 New
BAM
17
Bosun Asset Management
Illinois
$1.09M +$738K +205,803 New
CIC
18
Canal Insurance Company
South Carolina
$850K
Jane Street
19
Jane Street
New York
$831K +$421K +117,210 +299%
Osaic Holdings
20
Osaic Holdings
Arizona
$793K +$7.08K +1,972 +1%
Charles Schwab
21
Charles Schwab
California
$771K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$749K -$9.89K -2,757 -2%
Group One Trading
23
Group One Trading
Illinois
$727K +$32.7K +9,103 +7%
CS
24
Credit Suisse
Switzerland
$718K -$337K -93,922 -41%
Two Sigma Investments
25
Two Sigma Investments
New York
$639K -$655K -182,654 -60%

SMR Hedge Fund Activity: Q1 2024 in Review

134 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q1 2024, worth a combined $155M — up 52% from $102M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMR positions and 25 closed out — a net gain of 10 holders — while 33 added to existing stakes and 37 trimmed.

The largest buyer was Valiant Capital Management, opening a new position worth an estimated $4.17M. The largest seller was SailingStone Capital Partners, cutting an estimated $7.28M.

  • 134 institutional investors held NuScale Power (SMR) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $155M of NuScale Power stock for Q1 2024, up 52% quarter-over-quarter.
  • 35 funds opened new NuScale Power positions in Q1 2024 and 25 closed out, a net change of +10 holders.
  • The largest NuScale Power buyer in Q1 2024 was Valiant Capital Management, an estimated $4.17M added.
  • The largest NuScale Power seller in Q1 2024 was SailingStone Capital Partners, an estimated $7.28M sold.

Based on aggregated 13F filings for Q1 2024.