TransAlta
91 hedge funds and large institutions have $826M invested in TransAlta in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 10 closing their positions.
215% more call options, than puts
Call options by funds: $7.64M | Put options by funds: $2.42M
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
9% more capital invested
Capital invested by funds: $761M → $826M (+$65.1M)
3% more funds holding
Funds holding: 88 → 91 (+3)
0.94% more ownership
Funds ownership: 47.83% → 48.77% (+0.94%)
29% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 35
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
-$15.6M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$9.77M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$7.28M |
| 4 |
Morgan Stanley
New York
|
-$3.94M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$3.47M |
TAC Hedge Fund Activity: Q1 2017 in Review
91 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q1 2017, worth a combined $826M — up 8.6% from $761M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TAC positions and 10 closed out — a net gain of 3 holders — while 25 added to existing stakes and 35 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $22M. The largest seller was Vertex One Asset Management, cutting an estimated $15.6M.
- 91 institutional investors held TransAlta (TAC) as of Q1 2017, up from 88 in Q4 2016.
- Funds reported $826M of TransAlta stock for Q1 2017, up 8.6% quarter-over-quarter.
- 13 funds opened new TransAlta positions in Q1 2017 and 10 closed out, a net change of +3 holders.
- The largest TransAlta buyer in Q1 2017 was Royal Bank of Canada, an estimated $22M added.
- The largest TransAlta seller in Q1 2017 was Vertex One Asset Management, an estimated $15.6M sold.
Based on aggregated 13F filings for Q1 2017.