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TransAlta

156 hedge funds and large institutions have $1.93B invested in TransAlta in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $8.19M

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

51% more capital invested

Capital invested by funds: $1.28B → $1.93B (+$655M)

30% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 47

11% more funds holding

Funds holding: 141156 (+15)

3.1% more ownership

Funds ownership: 59.37%62.47% (+3.1%)

Holders
156
Holders Change
+15
Holders Change %
+10.64%
% of All Funds
2.24%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
61
Reduced
47
Closed
18
Calls
$15.5M
Puts
$8.19M
Net Calls
+$7.31M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
26
Clayton Partners
California
$10.3M +$4.48M +538,687 +118%
State Street
27
State Street
Massachusetts
$10.2M -$197K -23,698 -2%
Morgan Stanley
28
Morgan Stanley
New York
$10.2M -$959K -115,272 -11%
JGC
29
J. Goldman & Co
New York
$9.88M -$3.48M -418,699 -31%
First Manhattan
30
First Manhattan
New York
$9.54M +$284K +34,150 +4%
Charles Schwab
31
Charles Schwab
California
$9.49M -$376K -45,222 -5%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$9.46M +$9.24K +1,111 +0.1%
AAP
33
Ardsley Advisory Partners
Connecticut
$9.33M +$7.49M +900,000 New
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$8.86M +$1.46M +175,751 +26%
SC
35
Scotia Capital
Ontario, Canada
$8.75M -$338K -40,584 -5%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.35M -$1.04M -124,628 -13%
American Century Companies
37
American Century Companies
Missouri
$8.25M +$5.91M +710,129 +829%
BCM
38
Beryl Capital Management
California
$8.14M +$6.53M +785,271 New
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$7.91M -$10.8M -1,304,200 -63%
TIM
40
Timelo Investment Management
Ontario, Canada
$7.34M +$5.73M +688,900 +3,445%
MC
41
Maplelane Capital
New York
$7.21M +$5.78M +695,000 New
Citadel Advisors
42
Citadel Advisors
Florida
$6.37M +$660K +79,385 +15%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$5.76M -$108K -13,000 -2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$5.28M -$79K -9,500 -2%
PCR
45
Potrero Capital Research
California
$5.09M +$4.08M +491,141 New
ACA
46
AYAL Capital Advisors
Ontario, Canada
$4.69M +$3.76M +452,300 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$4.47M +$3.2M +385,000 +833%
CCM
48
Cinctive Capital Management
New York
$4.03M +$3.23M +388,901 New
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$3.6M +$1.92M +231,100 +200%
Skandinaviska Enskilda Banken (SEB)
50
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.38M +$812K +97,600 +68%

TAC Hedge Fund Activity: Q3 2024 in Review

156 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q3 2024, worth a combined $1.93B — up 51% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TAC positions and 18 closed out — a net gain of 16 holders — while 61 added to existing stakes and 47 trimmed.

The largest buyer was Waratah Capital Advisors, opening a new position worth an estimated $43.6M. The largest seller was Royal Bank of Canada, cutting an estimated $50.5M.

  • 156 institutional investors held TransAlta (TAC) as of Q3 2024, up from 141 in Q2 2024.
  • Funds reported $1.93B of TransAlta stock for Q3 2024, up 51% quarter-over-quarter.
  • 34 funds opened new TransAlta positions in Q3 2024 and 18 closed out, a net change of +16 holders.
  • The largest TransAlta buyer in Q3 2024 was Waratah Capital Advisors, an estimated $43.6M added.
  • The largest TransAlta seller in Q3 2024 was Royal Bank of Canada, an estimated $50.5M sold.

Based on aggregated 13F filings for Q3 2024.