The cluster is directionally ambiguous: the large exit by Swedbank may signal a negative catalyst, while the broad accumulation by many smaller funds suggests ongoing interest. Without insider buying or a clear catalyst, traders should watch for further 13F filings or company news to confirm direction. The historical underperformance of SMR calls (avg T+20 -3.8%) warrants caution.
Executive Summary
Institutional cluster for NuScale Power (SMR) shows 22 small-to-mid-size buyers accumulating $8.4M in new positions, but one large seller (Swedbank) exited a $16.3M stake, resulting in net institutional selling of ~$8.3M. The divergence between broad accumulation and a single large exit creates a mixed signal, especially given no insider buying and historically poor model performance on SMR.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$8.3M
▲ Buyers (22)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citigroup | ADD | +70.9% | $12.5M | $4.6M |
| New York State Common Retirement Fund | DOUBLED | +160.3% | $1.0M | $613.0K |
| Walleye Capital | DOUBLED | +173.5% | $1.6M | $966.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Swedbank Ab | EXIT | -100% | $16.3M | -$16.3M |
| Private Advisor Group | TRIM | -34.6% | $966.0K | -$381.3K |
Key Facts
- 22 institutional buyers added $8.4M in aggregate; 2 sellers reduced $16.7M
- Largest buyer: Citigroup added $4.6M (+70.9% to $12.5M)
- Largest seller: Swedbank Ab fully exited a $16.3M position
- No open-market insider buying (confluence score 21/100, divergent)
- All funds are active asset managers — no passive/index rebalancing
Financial Impact
Net institutional selling of ~$8.3M, driven by a single $16.3M exit offset by $8.4M in broad accumulation across 22 funds
Risk Factors
- Large seller may have material negative information not yet public
- No insider buying to corroborate institutional accumulation
- Historical model calls on SMR have underperformed (40% win rate, avg -3.8% T+20)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SMR-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 20, 2026 6w ago | Insider Cluster | $9.07 $8.27 | ▼ −8.82% | ▼ −8.82% | — |
Aug 9, 2026 7w ago | Institutional Cluster | $9.18 $11.18 | ▲ +21.79% | ▲ +22.70% | — |
Jun 12, 2026 16w ago | Institutional Cluster | $9.89 $9.04 | ▼ −8.59% | ▼ −10.37% | — |
Jun 2, 2026 17w ago | 3 | $12.27 $9.76 | ▼ −20.46% | ▼ −19.46% | — |
Jun 2, 2026 17w ago | 3 | $12.27 $9.76 | ▼ −20.46% | ▼ −19.46% | — |
May 7, 2026 21w ago | 8-K | $12.55 $10.50 | ▲ +16.33% | ▲ +16.36% | — |
Apr 15, 2026 24w ago | DEFA14A | $11.41 $11.96 | ▲ +4.82% | ▼ −0.99% | — |
Apr 8, 2026 25w ago | 8-K | $9.86 $11.87 | ▲ +20.39% | ▲ +11.84% | — |
Feb 26, 2026 31w ago | Insider Cluster | $13.33 $10.99 | ▲ +17.55% | ▲ +11.15% | — |
Feb 26, 2026 31w ago | Insider Cluster | $13.33 $10.99 | ▲ +17.55% | ▲ +11.15% | — |
US Market Status
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