TransAlta
80 hedge funds and large institutions have $1.04B invested in TransAlta in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 10 closing their positions.
2,404% more call options, than puts
Call options by funds: $5.06M | Put options by funds: $202K
85% more capital invested
Capital invested by funds: $563M → $1.04B (+$481M)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
8% more funds holding
Funds holding: 74 → 80 (+6)
2.18% more ownership
Funds ownership: 47.69% → 49.87% (+2.2%)
33% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$21M |
| 2 |
LIA
LSP Investment Advisors
New York
|
+$16.7M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$6.83M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.94M |
| 5 |
Two Sigma Investments
New York
|
+$4.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRAIM
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
|
-$14.4M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$6.35M |
| 3 |
JP Morgan Chase
New York
|
-$4.41M |
| 4 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$2.92M |
| 5 |
Man Group
London,
United Kingdom
|
-$2.59M |
TAC Hedge Fund Activity: Q1 2019 in Review
80 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q1 2019, worth a combined $1.04B — up 85% from $563M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new TAC positions and 10 closed out — a net gain of 6 holders — while 22 added to existing stakes and 33 trimmed.
The largest buyer was CIBC Asset Management, adding an estimated $21M. The largest seller was Scheer Rowlett & Associates Investment Management, cutting an estimated $14.4M.
- 80 institutional investors held TransAlta (TAC) as of Q1 2019, up from 74 in Q4 2018.
- Funds reported $1.04B of TransAlta stock for Q1 2019, up 85% quarter-over-quarter.
- 16 funds opened new TransAlta positions in Q1 2019 and 10 closed out, a net change of +6 holders.
- The largest TransAlta buyer in Q1 2019 was CIBC Asset Management, an estimated $21M added.
- The largest TransAlta seller in Q1 2019 was Scheer Rowlett & Associates Investment Management, an estimated $14.4M sold.
Based on aggregated 13F filings for Q1 2019.