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

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$423M
2
Millennium Management
2
Millennium Management
New York
$77.8M
3
YCM
3
Yaupon Capital Management
New York
$9.98M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$4.63M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$150K +$150K +10,625 New
BCI
152
Brinker Capital Investments
Pennsylvania
$147K +$147K +10,397 New
OPS
153
Orion Portfolio Solutions
Nebraska
$147K +$147K +10,397 New
IMCOOI
154
Investment Management Corp of Ontario (IMCO)
Canada
$146K -$19.8K -1,400 -12%
BP
155
Ballentine Partners
Massachusetts
$145K +$145K +10,267 New
Neuberger Berman Group
156
Neuberger Berman Group
New York
$143K +$143K +10,133 New
VFA
157
Virtus Fund Advisers
Connecticut
$127K +$4.42K +312 +4%
Fidelity International
158
Fidelity International
Bermuda
$111K -$9.48K -670 -8%
T
159
TOBAM
France
$66K +$66K +3,226 New
FMP
160
Financial Management Professionals
Texas
$57.8K – – –
LC
161
Lindbrook Capital
California
$34.9K +$651 +46 +2%
EWA
162
EverSource Wealth Advisors
Alabama
$30.8K -$12.6K -887 -29%
Osaic Holdings
163
Osaic Holdings
Arizona
$20.3K -$28.5K -2,012 -58%
US Bancorp
164
US Bancorp
Minnesota
$18.3K -$1.08K -76 -6%
WSFS
165
Wilmington Savings Fund Society
Delaware
$18.1K +$5.97K +422 +49%
AF
166
Aviso Financial
Ontario, Canada
$17.6K – – –
FFA
167
Farther Finance Advisors
California
$17.2K +$835 +59 +5%
BTI
168
Blue Trust Inc
Georgia
$12.1K -$243K -17,206 -95%
PA
169
Parallel Advisors
California
$8.84K – – –
SWM
170
Spire Wealth Management
Virginia
$7.66K – – –
W
171
WealthCollab
Washington
$6.79K – – –
TRCT
172
Tower Research Capital (TRC)
New York
$6.12K -$162K -11,419 -96%
AF
173
Allworth Financial
California
$6.02K – – –
PP
174
Pacifica Partners
Canada
$2.45K – – –
SAM
175
Smartleaf Asset Management
Massachusetts
$2.11K – – –
5 6
7
8 9