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TransAlta

79 hedge funds and large institutions have $803M invested in TransAlta in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

30,183% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $12K

6.14% more ownership

Funds ownership: 49.31%55.44% (+6.1%)

4% more capital invested

Capital invested by funds: $773M → $803M (+$29.4M)

7% less funds holding

Funds holding: 8579 (-6)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
23
Reduced
29
Closed
12
Calls
$3.63M
Puts
$12K
Net Calls
+$3.62M
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$207K +$127K +24,359 +143%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$200K -$108K -20,800 -34%
SWM
53
SeaCrest Wealth Management
New York
$148K
SAM
54
Shell Asset Management
Netherlands
$140K
OMCS
55
Old Mutual Customised Solutions
South Africa
$125K
AC
56
Addenda Capital
Quebec, Canada
$114K
Mariner
57
Mariner
Kansas
$100K
Comerica Bank
58
Comerica Bank
Texas
$82K +$104 +20 +0.1%
EP
59
Elkfork Partners
Oregon
$79K
AllianceBernstein
60
AllianceBernstein
Tennessee
$77K +$5.2K +1,000 +7%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$75K -$190K -36,585 -71%
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$75K
Bank of New York Mellon
63
Bank of New York Mellon
New York
$73K -$34.1K -6,553 -31%
GCAC
64
Guardian Capital Advisors (Canada)
Ontario, Canada
$70K
BONST
65
Bank of Nova Scotia Trust
Ontario, Canada
$68K -$60.8K -11,690 -46%
Jane Street
66
Jane Street
New York
$66K -$135K -25,885 -66%
GHCM
67
Glen Harbor Capital Management
California
$65K
RCM
68
Riverhead Capital Management
Delaware
$58K
BSB
69
Bangor Savings Bank
Maine
$55K
MCIM
70
Meadow Creek Investment Management
Georgia
$51K
TRCT
71
Tower Research Capital (TRC)
New York
$47K +$9.18K +1,766 +23%
FCM
72
Flinton Capital Management
Pennsylvania
$37K
RQS
73
Ramsey Quantitative Systems
Kentucky
$37K +$38.4K +7,381 New
CS
74
Credential Securities
$22.3K -$801 -154 -3%
RE
75
RBC Europe
United Kingdom
$15K

TAC Hedge Fund Activity: Q2 2018 in Review

79 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q2 2018, worth a combined $803M — up 3.8% from $773M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of TAC and 7 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 23 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $72.8M. The largest seller was CIBC Asset Management, cutting an estimated $7.68M.

  • 79 institutional investors held TransAlta (TAC) as of Q2 2018, down from 85 in Q1 2018.
  • Funds reported $803M of TransAlta stock for Q2 2018, up 3.8% quarter-over-quarter.
  • 7 funds opened new TransAlta positions in Q2 2018 and 12 closed out, a net change of -5 holders.
  • The largest TransAlta buyer in Q2 2018 was Brookfield Corp, an estimated $72.8M added.
  • The largest TransAlta seller in Q2 2018 was CIBC Asset Management, an estimated $7.68M sold.

Based on aggregated 13F filings for Q2 2018.