TransAlta Ownership | Who Owns TransAlta?
TransAlta Ownership Summary
TransAlta is owned by 73.33% institutional investors, 0.27% insiders, and 26.40% retail investors. Brookfield corp /on/ is the largest institutional shareholder, holding 12.00% of TAC shares. RBC Canadian Dividend Fund A is the top mutual fund, with 3.53% of its assets in TransAlta shares.
TAC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | TransAlta | 73.33% | 0.27% | 26.40% |
Sector | Utilities Stocks | 38.76% | 7.96% | 53.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Brookfield corp /on/ | 35.52M | 12.00% | $502.66M |
Royal bank of canada | 29.89M | 10.10% | $422.97M |
Vanguard group | 10.23M | 3.46% | $144.68M |
Bank of montreal /can/ | 9.29M | 3.14% | $131.22M |
Fmr | 8.26M | 2.79% | $116.76M |
Connor, clark & lunn investment management | 8.00M | 2.70% | $112.94M |
Rubric capital management lp | 7.61M | 2.57% | $107.72M |
Millennium management | 5.51M | 1.86% | $77.83M |
Waratah capital advisors | 5.38M | 1.82% | $76.14M |
Mackenzie financial | 5.02M | 1.69% | $71.31M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Potrero capital research | 2.32M | 11.01% | $32.88M |
Clayton partners | 779.93K | 7.63% | $11.04M |
Brookfield corp /on/ | 35.52M | 3.06% | $502.66M |
Waratah capital advisors | 5.38M | 2.56% | $76.14M |
Ardsley advisory partners lp | 675.00K | 1.51% | $9.55M |
Rubric capital management lp | 7.61M | 1.38% | $107.72M |
Tacita capital | 219.46K | 1.10% | $1.56M |
Heronetta management | 77.00K | 0.89% | $1.57M |
Intact investment management | 1.34M | 0.66% | $19.00M |
Connor, clark & lunn investment management | 8.00M | 0.51% | $112.94M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Connor, clark & lunn investment management | 8.00M | 0.51% | 6.91M |
American century companies | 4.87M | 0.04% | 4.07M |
Fmr | 8.26M | 0.01% | 3.66M |
Ubs group | 2.27M | 0.01% | 2.23M |
Rubric capital management lp | 7.61M | 1.38% | 1.99M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Royal bank of canada | 29.89M | 0.08% | -11.96M |
Artisan partners limited partnership | - | - | -4.75M |
Millennium management | 5.51M | 0.04% | -2.89M |
Yaupon capital management lp | 705.85K | 0.41% | -1.98M |
Cibc asset management | 328.11K | 0.02% | -1.69M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
J. goldman & co lp | 1.37M | 0.28% | 1.37M | $9.73M |
Rokos capital management llp | 1.24M | 0.17% | 1.24M | $17.51M |
Artemis investment management llp | 505.45K | 0.10% | 505.45K | $7.14M |
Brevan howard capital management lp | 255.00K | 0.02% | 255.00K | $3.61M |
Janus henderson group | 104.29K | 0.00% | 104.29K | $1.47M |
Sold Out
Holder | Change |
---|---|
Financial gravity asset management | -10.00 |
Assetmark | -20.00 |
Cibc private wealth group | -36.00 |
Hartford financial management | -100.00 |
Van hulzen asset management | -100.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 182 | -11.65% | 218,520,857 | 10.19% | 73 | 1.63% | 96 | - | 50 | -25.37% |
Dec 31, 2024 | 102 | -38.92% | 77,810,542 | -58.29% | 26 | 0.66% | 48 | -50.52% | 38 | -17.39% |
Sep 30, 2024 | 166 | 13.70% | 186,547,031 | 3.08% | 63 | 1.83% | 96 | 10.34% | 46 | 9.52% |
Jun 30, 2024 | 146 | 0.69% | 180,916,579 | 2.33% | 58 | 1.78% | 86 | 7.50% | 43 | 13.16% |
Mar 31, 2024 | 145 | 2.11% | 176,794,359 | -3.32% | 57 | 1.31% | 80 | -12.09% | 38 | 11.76% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
RBC Canadian Dividend Fund A | 10.51M | 3.53% | - |
Fidelity Tactical High Income Sr F8 | 4.75M | 1.60% | 834.90K |
Vanguard Total Intl Stock Index Inv | 3.73M | 1.26% | - |
Fidelity Advisor Multi-Asset Income I | 3.63M | 1.22% | 161.40K |
American Century Small Cap Growth Inv | 3.01M | 1.01% | 608.15K |
American Century U.S. Small Cap Growth | 3.01M | 1.01% | 608.15K |
BMO Equal Weight Utilities ETF | 2.89M | 0.98% | -259.75K |
RBC North American Value Fund A | 2.86M | 0.96% | 250.00K |
Vanguard Developed Markets Index Admiral | 2.33M | 0.78% | 6.23K |
RBC Private Canadian Equity Pool I | 2.19M | 0.73% | 815.00K |
TAC Ownership FAQ
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