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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$90.2M +$8.42M +825,039 +12%
BlackRock
2
BlackRock
New York
$66.1M +$7.36M +721,253 +14%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$64.8M +$10.6M +1,035,329 +23%
Swedbank
4
Swedbank
Sweden
$40.5M +$9.69K +950 +0%
VanEck Associates
5
VanEck Associates
New York
$21.4M +$5.97M +585,292 +90%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.2M +$3.24M +317,285 +21%
State Street
7
State Street
Massachusetts
$19.4M +$1.57M +154,368 +10%
Millennium Management
8
Millennium Management
New York
$12.1M -$276K -27,019 -3%
SCP
9
SailingStone Capital Partners
Texas
$9.46M
Fidelity Investments
10
Fidelity Investments
Massachusetts
$9.04M -$21.9M -2,148,092 -73%
Invesco
11
Invesco
Georgia
$7.98M -$3.22M -315,896 -31%
Charles Schwab
12
Charles Schwab
California
$7.84M +$4.7M +460,487 +212%
Northern Trust
13
Northern Trust
Illinois
$7.71M +$2.02M +197,644 +42%
Goldman Sachs
14
Goldman Sachs
New York
$6.86M +$3.85M +377,754 +176%
Morgan Stanley
15
Morgan Stanley
New York
$6.38M +$288K +28,264 +5%
Wells Fargo
16
Wells Fargo
California
$5.39M +$176K +17,278 +4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$5.39M +$3.77M +370,010 +389%
RCW
18
Rheos Capital Works
Japan
$5.21M
PI
19
PineBridge Investments
New York
$5.08M +$4.47M +438,523 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$4.6M +$4.05M +397,101 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.09M +$2.53M +248,445 +237%
UBS AM
22
UBS AM
Illinois
$4.07M +$1.31M +128,012 +57%
Jane Street
23
Jane Street
New York
$3.82M +$1.87M +183,237 +125%
BAM
24
Bosun Asset Management
Illinois
$3.79M +$77.9K +7,632 +2%
WS
25
Wedbush Securities
California
$3.71M +$1.35M +132,000 +70%

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.