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TransAlta
TAC

Overview Fund Activity

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
Holders
185
Holders Change
+29
Holders Change %
+18.59%
% of All Funds
2.46%
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

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$113M
2
Artisan Partners
Artisan Partners
Wisconsin
$67M
3
American Century Companies
American Century Companies
Missouri
$68.9M
4
Bank of America
Bank of America
North Carolina
$76.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$117M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$423M
2
Millennium Management
Millennium Management
New York
$77.8M
3
YCM
Yaupon Capital Management
New York
$9.98M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$4.63M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
101
Summit Securities Group
New York
$943K +$943K +66,668 New
SNT
102
SIG North Trading
Pennsylvania
$883K +$883K +62,368 New
Raymond James Financial
103
Raymond James Financial
Florida
$822K +$822K +58,118 New
Citigroup
104
Citigroup
New York
$811K +$31.4K +2,221 +4%
RG
105
Rathbones Group
United Kingdom
$806K -$566K -40,000 -41%
GCM
106
Greenland Capital Management
New York
$806K -$891K -63,010 -53%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$800K -$495K -34,996 -38%
Creative Planning
108
Creative Planning
Kansas
$794K +$32.6K +2,307 +4%
CHAM
109
Clear Harbor Asset Management
Connecticut
$791K – – –
JFG
110
Jefferies Financial Group
New York
$778K +$778K +55,000 New
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$773K +$773K +54,659 New
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$754K -$2.69M -188,200 -78%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$752K -$79K -5,589 -10%
AIFS
114
A&I Financial Services
Colorado
$729K +$729K +51,539 New
SCM
115
Shelton Capital Management
Colorado
$678K +$10.5K +741 +2%
CAM
116
Claret Asset Management
Quebec, Canada
$674K – – –
Parallax Volatility Advisers
117
Parallax Volatility Advisers
California
$671K +$671K +47,450 New
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$652K -$2.66K -188 -0.4%
NEI
119
Northwest & Ethical Investments
Ontario, Canada
$606K -$89.9K -6,369 -13%
VPIM
120
Vanguard Personalized Indexing Management
California
$590K -$50.4K -3,561 -8%
CM
121
Caption Management
Oklahoma
$544K +$544K +38,449 New
BGDI
122
BW Gestao de Investimentos
Brazil
$537K +$537K +37,980 New
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$532K +$182K +12,871 +52%
TI
124
Tidal Investments
Wisconsin
$497K +$497K +35,134 New
MGP
125
Metis Global Partners
California
$491K – – –
3 4
5
6 7