TransAlta
117 hedge funds and large institutions have $1.26B invested in TransAlta in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 7 closing their positions.
2,515% more call options, than puts
Call options by funds: $19.9M | Put options by funds: $760K
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
59% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 34
11% more capital invested
Capital invested by funds: $1.14B → $1.26B (+$125M)
7% more funds holding
Funds holding: 109 → 117 (+8)
3.51% more ownership
Funds ownership: 45.41% → 48.92% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$54.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.6M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$10.7M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$10.7M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$7.94M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$7.22M |
| 4 |
Legal & General Group
London,
United Kingdom
|
-$7.03M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$5.9M |
TAC Hedge Fund Activity: Q1 2015 in Review
117 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q1 2015, worth a combined $1.26B — up 11% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TAC positions and 7 closed out — a net gain of 8 holders — while 54 added to existing stakes and 34 trimmed.
The largest buyer was Brookfield Corp, adding an estimated $54.4M. The largest seller was Intact Investment Management, cutting an estimated $10.7M.
- 117 institutional investors held TransAlta (TAC) as of Q1 2015, up from 109 in Q4 2014.
- Funds reported $1.26B of TransAlta stock for Q1 2015, up 11% quarter-over-quarter.
- 15 funds opened new TransAlta positions in Q1 2015 and 7 closed out, a net change of +8 holders.
- The largest TransAlta buyer in Q1 2015 was Brookfield Corp, an estimated $54.4M added.
- The largest TransAlta seller in Q1 2015 was Intact Investment Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2015.