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TransAlta
TAC

Overview Fund Activity

139 hedge funds and large institutions have $1.15B invested in TransAlta in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+3
Holders Change %
+2.21%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
62
Reduced
38
Closed
18
Calls
$5.35M
Puts
$1.01M
Net Calls
+$4.34M
Net Calls Change
+$192K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$323M
2
Millennium Management
Millennium Management
New York
$57.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$9.31M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.9M
5
Goldman Sachs
Goldman Sachs
New York
$32M

Top Sellers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$24.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$64.3M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$23.6M
4
IIM
Intact Investment Management
Quebec, Canada
$11.6M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$7.55K +$5.81K +904 +335%
SWM
127
Spire Wealth Management
Virginia
$4.67K – – –
BCV
128
Banque Cantonale Vaudoise
Switzerland
$4K – – –
PA
129
Parallel Advisors
California
$2.48K +$2.48K +385 New
BTI
130
Blue Trust Inc
Georgia
$1.84K +$1.84K +286 New
CFGS
131
Concourse Financial Group Securities
Alabama
$1.78K -$2.49K -384 -58%
NA
132
NewEdge Advisors
Louisiana
$1.64K +$488 +76 +42%
US Bancorp
133
US Bancorp
Minnesota
$1.58K -$2.97K -461 -65%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Fidelity Investments
135
Fidelity Investments
Massachusetts
$894 – – –
AF
136
Allworth Financial
California
$708 +$708 +110 New
HFM
137
Hartford Financial Management
Connecticut
$643 – – –
HWM
138
HighMark Wealth Management
Minnesota
$327 – – –
FGAM
139
Financial Gravity Asset Management
Texas
$59 +$59 +10 New
MB
140
Marquard & Bahls
Germany
– -$91.3M -10,985,671 Closed
NAM
141
NewGen Asset Management
Ontario, Canada
– -$3.96M -476,000 Closed
HIM
142
Hillsdale Investment Management
Ontario, Canada
– -$2.94M -353,210 Closed
AE
143
AMH Equity
New York
– -$2.08M -250,000 Closed
TPM
144
Triasima Portfolio Management
Quebec, Canada
– -$1.55M -185,964 Closed
EMCIP
145
Ewing Morris & Co Investment Partners
Ontario, Canada
– -$1.53M -183,216 Closed
Marshall Wace
146
Marshall Wace
United Kingdom
– -$1.43M -171,976 Closed
II
147
Inspire Investing
Idaho
– -$788K -94,826 Closed
CCIA
148
Campbell & Co Investment Adviser
Maryland
– -$403K -48,473 Closed
AG
149
Algert Global
California
– -$217K -25,974 Closed
SOW
150
State of Wyoming
Wyoming
– -$116K -13,924 Closed
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