Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuscale Pwr Corp (SMR)

494 + 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
↑ +35
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — SMR

Based on 497 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
497 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 — +53% more funds vs a year ago

fund count last 6Q
+172 new funds entered over the past year (+53% 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 — 62% buying

323 buying194 selling
Last quarter: 323 funds were net buyers (113 opened a brand new position + 210 added to an existing one). Only 194 were sellers (116 trimmed + 78 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 160 → 114 → 121 → 113. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 39% entered in last year

■ 21% conviction (2yr+) ■ 40% medium ■ 39% new
Only 105 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +13%, value -23%

Value
-22%
Shares
+13%
Last quarter: funds added +13% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~113 new funds/quarter

89 → 160 → 114 → 121 → 113 new funds/Q
New funds entering each quarter: 160 → 114 → 121 → 113. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 25% veterans, 50% new entrants

■ 25% veterans ■ 25% 1-2yr ■ 50% new
Of 538 current holders: 136 (25%) held 2+ years, 134 held 1–2 years, 268 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
49 of 497 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q1, 323 hedge funds were net buyers of SMR (113 opened a new position, 210 added to an existing one), while 194 reduced or exited (116 trimmed, 78 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 38% of total institutional value in SMR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 497.

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.

Is It Too Late to Buy Nuscale Pwr Corp (SMR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SMR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SMR
+5.0%
XLI
+11.0%

SMR outperformed XLI by -6.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SMR
+1.3%
XLI
+4.8%

Since the filing became public, SMR outperformed XLI by -3.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 2 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: SMR
494 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 494 462 6.93%
13F Shares 193M 171M 13.07%
Total Value $1.87B $2.43B -22.95%
New Positions 111 121 -10
Increased Positions 199 165 +34
Closed Positions 79 131 -52
Reduced Positions 104 126 -22
Total Calls 25 24 4.17%
Total Puts 21 27 -22.22%
PUT/CALL Ratio 0.84 1.12 Neutral

Statistics: SMR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

494 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Samsung C&T Corp 100.00% 1,585,804 $17.2M
2 Caz Investments LP 2.61% 206,500 $2.2M
3 Trask Adam Roland 1.89% 183,975 $2.0M
4 Once Capital Management, LLC 1.63% 563,100 $6.1M
5 RPG Investment Advisory, LLC 1.36% 1,043,473 $11.3M
6 DG Capital Management, LLC 0.84% 252,500 $2.7M
7 Fox Hill Wealth Management 0.59% 112,607 $1.2M
8 Worthington Financial Partners, LLC 0.50% 53,931 $585K
9 MRP Capital Investments, LLC 0.49% 51,950 $563K
10 Audent Global Asset Management, LLC 0.48% 44,600 $483K
11 Themes Management Co LLC 0.46% 69,214 $750K
12 Crawford Fund Management, LLC 0.44% 209,000 $2.3M
13 Cypress Capital Management LLC (WY) 0.42% 42,152 $457K
14 Bouvel Investment Partners, LLC 0.41% 129,363 $1.4M
15 Portland Investment Counsel INC. 0.37% 105,000 $1.1M
16 Hohimer Wealth Management, LLC 0.28% 222,383 $2.4M
17 MRA Advisory Group 0.23% 51,356 $557K
18 Ballast Financial Advisors LLC 0.22% 20,200 $219K
19 Fieldview Capital Management, LLC 0.22% 70,607 $765K
20 Encompass More Asset Management 0.21% 117,112 $1.3M
21 IFS Group,LLC 0.19% 19,700 $214K
22 BankChampaign, National Association 0.18% 16,389 $178K
23 Capital Fund Management S.A. 0.17% 3,550,574 $38.5M
24 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% 11,452,161 $124.1M
25 Walser Wealth Management Company, A Ltd Liability Co 0.15% 31,284 $339K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 62% buying: Last quarter: 323 funds were net buyers (113 opened a brand new position + 210 added to an existing one). Only 194 were sellers (116 trimmed + 78 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMR holders?

Strong quality — 38% AUM from major funds: 49 of 497 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SMR?

Mostly new holders — 39% entered in last year: Only 105 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Nuscale Pwr Corp (SMR) following the 2026 Q1 hedge fund 13F filings?

As of today, SMR has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of -3.5%. Since the quarter end (March 31, 2026), SMR has gained +5.0% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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