TransAlta
162 hedge funds and large institutions have $2.04B invested in TransAlta in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 49 closing their positions.
1,137% more call options, than puts
Call options by funds: $57.9M | Put options by funds: $4.68M
29% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 52
6.89% more ownership
Funds ownership: 66.48% → 73.37% (+6.9%)
12% less funds holding
Funds holding: 185 → 162 (-23)
27% less capital invested
Capital invested by funds: $2.81B → $2.04B (-$764M)
43% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 49
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$121M |
| 2 |
Morgan Stanley
New York
|
+$109M |
| 3 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$61.9M |
| 4 |
Goldman Sachs
New York
|
+$59.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$95.2M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$67M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$58.8M |
| 4 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$53.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$22.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RF
201
RHS Financial
San Francisco,
California
| – | -$184K | -13,007 | Closed |
|
202
DZ Bank
Frankfurt Am Main,
Germany
| – | -$167K | -11,796 | Closed |
|
203
Wolverine Trading
Chicago,
Illinois
| – | -$164K | -11,508 | Closed |
|
|
BCI
204
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$147K | -10,397 | Closed |
|
|
OPS
205
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$147K | -10,397 | Closed |
|
|
BP
206
Ballentine Partners
Waltham,
Massachusetts
| – | -$145K | -10,267 | Closed |
|
207
Fidelity International
Hamilton,
Bermuda
| – | -$111K | -7,881 | Closed |
|
|
FMP
208
Financial Management Professionals
Austin,
Texas
| – | -$57.8K | -4,087 | Closed |
|
|
SWM
209
Spire Wealth Management
Mclean,
Virginia
| – | -$7.66K | -541 | Closed |
|
|
SAM
210
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$2.11K | -148 | Closed |
|
|
VHAM
211
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$1.42K | -100 | Closed |
|
TAC Hedge Fund Activity: Q1 2025 in Review
162 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q1 2025, worth a combined $2.04B — down 27% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of TAC and 28 opened new positions — a net loss of 21 holders — while 52 trimmed existing stakes and 67 added.
The largest buyer was Millennium Management, adding an estimated $121M. The largest seller was Brookfield Corp, cutting an estimated $95.2M.
- 162 institutional investors held TransAlta (TAC) as of Q1 2025, down from 185 in Q4 2024.
- Funds reported $2.04B of TransAlta stock for Q1 2025, down 27% quarter-over-quarter.
- 28 funds opened new TransAlta positions in Q1 2025 and 49 closed out, a net change of -21 holders.
- The largest TransAlta buyer in Q1 2025 was Millennium Management, an estimated $121M added.
- The largest TransAlta seller in Q1 2025 was Brookfield Corp, an estimated $95.2M sold.
Based on aggregated 13F filings for Q1 2025.