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TransAlta

185 hedge funds and large institutions have $2.81B invested in TransAlta in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $9.8M

172% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 18

45% more capital invested

Capital invested by funds: $1.93B → $2.81B (+$873M)

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

19% more funds holding

Funds holding: 156185 (+29)

4.01% more ownership

Funds ownership: 62.47%66.48% (+4%)

22% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 64

Holders
185
Holders Change
+29
Holders Change %
+18.59%
% of All Funds
2.44%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
49
Increased
50
Reduced
64
Closed
18
Calls
$36.6M
Puts
$9.8M
Net Calls
+$26.8M
Net Calls Change
+$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$21.3M -$16.1M -1,407,467 -48%
IIM
27
Intact Investment Management
Quebec, Canada
$19M -$3M -262,400 -16%
DCP
28
Diameter Capital Partners
New York
$17.7M -$14.3M -1,250,000 -50%
RCMU
29
Rokos Capital Management (UK)
United Kingdom
$17.5M +$14.2M +1,240,900 New
BCM
30
Beryl Capital Management
California
$16M +$3.91M +342,579 +44%
MC
31
Maplelane Capital
New York
$15.7M +$4.7M +411,775 +59%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$13M +$711K +62,269 +7%
First Manhattan
33
First Manhattan
New York
$12.6M -$319K -27,950 -3%
Charles Schwab
34
Charles Schwab
California
$12.2M -$545K -47,768 -5%
AllianceBernstein
35
AllianceBernstein
Tennessee
$11.8M +$4.59M +402,499 +93%
CP
36
Clayton Partners
California
$11M -$2.48M -216,911 -22%
YCM
37
Yaupon Capital Management
New York
$9.98M -$22.6M -1,980,107 -74%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$9.79M -$810K -70,962 -9%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.75M -$1.33M -116,342 -14%
AAP
40
Ardsley Advisory Partners
Connecticut
$9.55M -$2.57M -225,000 -25%
EGI
41
EAM Global Investors
California
$9.02M +$7.28M +638,226 New
SC
42
Scotia Capital
Ontario, Canada
$8.19M -$3.05M -267,211 -31%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$7.37M +$5.52M +483,713 +1,279%
State Street
44
State Street
Massachusetts
$7.3M -$5.38M -471,400 -48%
AIM
45
Artemis Investment Management
United Kingdom
$7.14M +$5.77M +505,451 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$7.08M -$83.3K -7,300 -1%
TWC
47
TD Waterhouse Canada
Ontario, Canada
$6.5M -$5.01M -439,237 -49%
ACA
48
AYAL Capital Advisors
Ontario, Canada
$6.4M
Wellington Management Group
49
Wellington Management Group
Massachusetts
$5.74M +$3.53M +309,509 +322%
Jane Street
50
Jane Street
New York
$5.62M +$2.45M +215,012 +118%

TAC Hedge Fund Activity: Q4 2024 in Review

185 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q4 2024, worth a combined $2.81B — up 45% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TAC positions and 18 closed out — a net gain of 31 holders — while 50 added to existing stakes and 64 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $78.9M. The largest seller was Royal Bank of Canada, cutting an estimated $136M.

  • 185 institutional investors held TransAlta (TAC) as of Q4 2024, up from 156 in Q3 2024.
  • Funds reported $2.81B of TransAlta stock for Q4 2024, up 45% quarter-over-quarter.
  • 49 funds opened new TransAlta positions in Q4 2024 and 18 closed out, a net change of +31 holders.
  • The largest TransAlta buyer in Q4 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $78.9M added.
  • The largest TransAlta seller in Q4 2024 was Royal Bank of Canada, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2024.