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TransAlta

169 hedge funds and large institutions have $2.41B invested in TransAlta in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $12.6M

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $2.04B → $2.41B (+$364M)

4% more funds holding

Funds holding: 162169 (+7)

1.85% more ownership

Funds ownership: 73.37%75.22% (+1.9%)

22% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 67

Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
30
Increased
52
Reduced
67
Closed
22
Calls
$37.7M
Puts
$12.6M
Net Calls
+$25.1M
Net Calls Change
-$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$13.5M +$7.21M +757,941 +154%
YCM
27
Yaupon Capital Management
New York
$12.5M -$4.95M -519,607 -31%
Invesco
28
Invesco
Georgia
$11.6M +$1.63M +170,829 +19%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11M -$3.49M -366,150 -26%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.9M -$16M -1,682,853 -63%
First Manhattan
31
First Manhattan
New York
$9.35M -$176K -18,450 -2%
Charles Schwab
32
Charles Schwab
California
$8.64M -$381K -40,001 -5%
MC
33
Maplelane Capital
New York
$8.47M -$20.1M -2,108,000 -73%
CP
34
CenterBook Partners
Connecticut
$8.37M +$7.38M +775,454 New
RCMU
35
Rokos Capital Management (UK)
United Kingdom
$8.3M
WCM
36
Westerly Capital Management
California
$8.28M +$7.31M +767,500 New
Jane Street
37
Jane Street
New York
$7.88M +$4.6M +482,898 +195%
IIM
38
Intact Investment Management
Quebec, Canada
$7.47M +$1.37M +143,500 +26%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$7.2M -$6.86M -720,203 -52%
CP
40
Clayton Partners
California
$7.14M +$955K +100,296 +18%
VARA
41
Value Aligned Research Advisors
New Jersey
$6.84M +$6.03M +633,587 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$5.85M -$77.1K -8,100 -1%
Barclays
43
Barclays
United Kingdom
$5.47M +$1.24M +129,908 +34%
WCA
44
Waratah Capital Advisors
Ontario, Canada
$5.16M -$952K -100,000 -17%
Allianz Asset Management
45
Allianz Asset Management
Germany
$4.25M -$262K -27,535 -7%
TI
46
Trexquant Investment
Connecticut
$3.45M -$322K -33,859 -10%
SC
47
Scotia Capital
Ontario, Canada
$3.42M -$103K -10,810 -3%
BlackRock
48
BlackRock
New York
$3.38M +$661K +69,444 +28%
Legal & General Group
49
Legal & General Group
United Kingdom
$3.33M +$84.8K +8,907 +3%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$3.19M +$2.27M +238,422 +419%

TAC Hedge Fund Activity: Q2 2025 in Review

169 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q2 2025, worth a combined $2.41B — up 18% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TAC positions and 22 closed out — a net gain of 8 holders — while 52 added to existing stakes and 67 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $71.3M. The largest seller was Morgan Stanley, cutting an estimated $37.2M.

  • 169 institutional investors held TransAlta (TAC) as of Q2 2025, up from 162 in Q1 2025.
  • Funds reported $2.41B of TransAlta stock for Q2 2025, up 18% quarter-over-quarter.
  • 30 funds opened new TransAlta positions in Q2 2025 and 22 closed out, a net change of +8 holders.
  • The largest TransAlta buyer in Q2 2025 was Royal Bank of Canada, an estimated $71.3M added.
  • The largest TransAlta seller in Q2 2025 was Morgan Stanley, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2025.