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TransAlta
TAC

Overview Fund Activity

136 hedge funds and large institutions have $1.53B invested in TransAlta in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+13
Holders Change %
+10.57%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
63
Reduced
33
Closed
18
Calls
$5.29M
Puts
$1.14M
Net Calls
+$4.15M
Net Calls Change
-$22.1M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$114M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$351M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$87.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$36.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.5M

Top Sellers

1
WCA
1
Waratah Capital Advisors
Ontario, Canada
$0
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$73.2M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$2.94M
4
YCM
4
Yaupon Capital Management
New York
$4.41M
5
GCL
5
Glazer Capital LLC
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
EverSource Wealth Advisors
Alabama
$6.19K +$4.68K +563 +309%
US Bancorp
127
US Bancorp
Minnesota
$5.88K +$4.95K +596 +537%
CFGS
128
Concourse Financial Group Securities
Alabama
$5.5K -$110K -13,204 -95%
SWM
129
Spire Wealth Management
Virginia
$5.5K +$5.5K +726 New
BCV
130
Banque Cantonale Vaudoise
Switzerland
$5K +$5K +633 New
QCG
131
Quadrant Capital Group
Ohio
$2.24K +$2.24K +270 New
NA
132
NewEdge Advisors
Louisiana
$1.5K -$13.6K -1,641 -90%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$1.16K -$70.3K -8,461 -98%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +133 New
HFM
135
Hartford Financial Management
Connecticut
$831 – – –
HWM
136
HighMark Wealth Management
Minnesota
$421 +$8 +1 +2%
WCA
137
Waratah Capital Advisors
Ontario, Canada
– -$22.5M -2,584,672 Closed
GCL
138
Glazer Capital LLC
New York
– -$5.91M -678,356 Closed
Public Sector Pension Investment Board (PSP Investments)
139
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$3.98M -455,269 Closed
PAMP
140
Polar Asset Management Partners
Ontario, Canada
– -$1.83M -210,000 Closed
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
– -$1.06M -121,284 Closed
MFS
142
Mirabella Financial Services
United Kingdom
– -$773K -88,685 Closed
GCM
143
Greenland Capital Management
New York
– -$525K -60,000 Closed
PP
144
PDT Partners
New York
– -$295K -33,933 Closed
Simplex Trading
145
Simplex Trading
Illinois
– -$170K -19,632 Closed
WWA
146
WCG Wealth Advisors
Nevada
– -$206K -18,327 Closed
VPIM
147
Vanguard Personalized Indexing Management
California
– -$142K -16,298 Closed
HF
148
HRT Financial
New York
– -$137K -15,815 Closed
SSA
149
Schonfeld Strategic Advisors
New York
– -$105K -12,100 Closed
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
– -$102K -11,658 Closed
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