Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuscale Pwr Corp (SMR)

514 + Investors. Track Smart Money conviction in SMR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — SMR

Based on 530 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
530 hedge funds hold SMR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+93 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

358 buying193 selling
Last quarter: 358 funds were net buyers (114 opened a brand new position + 244 added to an existing one). Only 193 were sellers (111 trimmed + 82 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~114 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 114 → 122 → 113 → 114. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 36% new

■ 25% conviction (2yr+) ■ 39% medium ■ 36% new
Of the 530 current holders: 132 (25%) held >2 years, 206 held 1–2 years, and 192 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +53% but shares only +33% — price-driven

Value
+53%
Shares
+32%
Last quarter: the total dollar value of institutional holdings rose +53%, but actual share count only changed +33%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~114 new funds/quarter

161 → 114 → 122 → 113 → 114 new funds/Q
New funds entering each quarter: 114 → 122 → 113 → 114. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 25% veterans, 48% new entrants

■ 25% veterans ■ 27% 1-2yr ■ 48% new
Of 566 current holders: 143 (25%) held 2+ years, 154 held 1–2 years, 269 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
51 of 521 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMR

In 2026 Q2, 358 hedge funds were net buyers of SMR (114 opened a new position, 244 added to an existing one), while 193 reduced or exited (111 trimmed, 82 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in SMR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 530.

Hedge Fund Ownership: SMR

How many hedge funds hold SMR — quarterly history vs. share price
Quarterly hedge fund ownership of SMR vs. share price

Market Analysis: SMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: SMR
514 + Investors

Track Smart Money conviction in SMR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 514 498 3.21%
13F Shares 253M 193M 30.95%
Total Value $2.52B $1.87B 34.54%
New Positions 110 113 -3
Increased Positions 233 200 +33
Closed Positions 85 78 +7
Reduced Positions 99 105 -6
Total Calls 28 25 12.0%
Total Puts 17 21 -19.05%
PUT/CALL Ratio 0.61 0.84 Bullish

Statistics: SMR

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Financial Highlights

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Institutional Holders (2026 Q2)

514 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SMR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Samsung C&T Corp 100.00% 1,585,804 $15.9M
2 Caz Investments LP 2.23% 213,000 $2.1M
3 Burnham & Co LLC 1.72% 213,015 $2.1M
4 RPG Investment Advisory, LLC 1.44% 1,396,560 $14.0M
5 Greenhouse Funds LLLP 1.11% 2,159,213 $21.7M
6 Once Capital Management, LLC 0.56% 680,000 $6.8M
7 Themes Management Co LLC 0.55% 83,323 $836K
8 Soviero Asset Management, LP 0.55% 130,000 $1.3M
9 Marex Group Ltd 0.54% 12,711,180 $127.5M
10 Crawford Fund Management, LLC 0.46% 297,000 $3.0M
11 Worthington Financial Partners, LLC 0.45% 54,641 $548K
12 Fox Hill Wealth Management 0.45% 112,477 $1.1M
13 Fortress Private Ledger, LLC 0.41% 148,809 $1.5M
14 MRP Capital Investments, LLC 0.38% 51,950 $521K
15 Cypress Capital Management LLC (WY) 0.35% 41,635 $418K
16 Cadent Capital Advisors, LLC 0.31% 148,975 $1.5M
17 Portland Investment Counsel INC. 0.29% 105,000 $1.1M
18 IFS Group,LLC 0.27% 19,700 $198K
19 Taylor Frigon Capital Management LLC 0.24% 51,016 $512K
20 Lauer Wealth, LLC 0.23% 43,670 $376K
21 Ballast Financial Advisors LLC 0.18% 20,201 $203K
22 Van Eck Associates Corp 0.18% 29,311,762 $294.0M
23 Carlson Financial, INC. 0.18% 21,714 $308K
24 Kmt Wealth Management, LLC 0.18% 20,673 $207K
25 Kingsbury Capital Investment Advisors LLC 0.18% 20,673 $207K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nuscale Pwr Corp (SMR)

What does the Smart Money Trend signal show for SMR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMR?

More buyers than sellers — 65% buying: Last quarter: 358 funds were net buyers (114 opened a brand new position + 244 added to an existing one). Only 193 were sellers (111 trimmed + 82 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMR holders?

Elite ownership — 48% AUM from top-100 funds: 51 of 521 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SMR?

Mixed — 25% long-term, 36% new: Of the 530 current holders: 132 (25%) held >2 years, 206 held 1–2 years, and 192 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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