TransAlta
178 hedge funds and large institutions have $2.85B invested in TransAlta in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 25 closing their positions.
150% more call options, than puts
Call options by funds: $41.7M | Put options by funds: $16.7M
40% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 50
24% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 25
3% more funds holding
Funds holding: 173 → 178 (+5)
3% more capital invested
Capital invested by funds: $2.77B → $2.85B (+$83.8M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.56% less ownership
Funds ownership: 73.79% → 73.23% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$56.9M |
| 2 |
Goldman Sachs
New York
|
+$33.9M |
| 3 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
|
+$33.4M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$25.9M |
| 5 |
Morgan Stanley
New York
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$130M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$39.5M |
| 3 |
SC
Sculptor Capital
New York
|
-$31.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16M |
| 5 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$12M |
TAC Hedge Fund Activity: Q1 2026 in Review
178 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q1 2026, worth a combined $2.85B — up 3% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new TAC positions and 25 closed out — a net gain of 6 holders — while 70 added to existing stakes and 50 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $56.9M. The largest seller was Fidelity Investments, cutting an estimated $130M.
- 178 institutional investors held TransAlta (TAC) as of Q1 2026, up from 173 in Q4 2025.
- Funds reported $2.85B of TransAlta stock for Q1 2026, up 3% quarter-over-quarter.
- 31 funds opened new TransAlta positions in Q1 2026 and 25 closed out, a net change of +6 holders.
- The largest TransAlta buyer in Q1 2026 was Bank of Montreal, an estimated $56.9M added.
- The largest TransAlta seller in Q1 2026 was Fidelity Investments, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2026.