TransAlta Ownership | Who Owns TransAlta?
TransAlta Ownership Summary
TransAlta is owned by 26.29% institutional investors, 0.23% insiders, and 73.48% 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 3.52% of its assets in TransAlta shares.
TAC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TransAlta | 26.29% | 0.23% | 73.48% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
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 |
| Beryl capital management | 1.13M | 3.61% | $15.96M |
| Timelo investment management | 333.90K | 3.32% | $4.72M |
| Brookfield corp /on/ | 35.52M | 3.06% | $502.66M |
| Candelo capital management lp | 395.94K | 2.83% | $5.60M |
| Diameter capital partners lp | 1.25M | 2.61% | $17.68M |
| Waratah capital advisors | 5.38M | 2.56% | $76.14M |
| Ayal capital advisors | 452.30K | 1.64% | $6.40M |
| Eam global investors | 638.23K | 1.62% | $9.02M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Connor, clark & lunn investment management | 8.00M | 0.51% | 6.91M |
| Artisan partners limited partnership | 4.75M | 0.10% | 4.75M |
| American century companies | 4.87M | 0.04% | 4.07M |
| Fmr | 8.26M | 0.01% | 3.66M |
| Ubs group | 2.27M | 0.01% | 2.23M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royal bank of canada | 29.89M | 0.08% | -11.96M |
| 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 |
| Morgan stanley | 1.10M | 0.00% | -1.67M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Artisan partners limited partnership | 4.75M | 0.10% | 4.75M | $67.04M |
| J. goldman & co lp | 1.37M | 0.28% | 1.37M | $9.73M |
| Rokos capital management llp | 1.24M | 0.17% | 1.24M | $17.51M |
| Eam global investors | 638.23K | 1.62% | 638.23K | $9.02M |
| Artemis investment management llp | 505.45K | 0.10% | 505.45K | $7.14M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -10.00 |
| Assetmark | -20.00 |
| Cibc private wealth group | -36.00 |
| Hartford financial management | -100.00 |
| Cwm | -133.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 142 | 9.23% | 182,872,569 | 4.41% | 66 | 1.49% | 91 | 30.00% | 34 | -8.11% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| RBC Canadian Dividend Fund A | 10.51M | 3.52% | -1.41M |
| Fidelity Tactical High Income Sr F8 | 4.75M | 1.60% | 834.90K |
| Vanguard Total Intl Stock Index Inv | 3.73M | 1.25% | 9.68K |
| Fidelity Advisor Multi-Asset Income I | 3.47M | 1.16% | 806.30K |
| BMO Equal Weight Utilities ETF | 3.05M | 1.02% | -12.35K |
| RBC North American Value Fund A | 2.95M | 0.99% | -443.40K |
| American Century Small Cap Growth Inv | 2.40M | 0.81% | 2.40M |
| American Century U.S. Small Cap Growth | 2.40M | 0.81% | 2.40M |
| Vanguard Developed Markets Index Admiral | 2.32M | 0.78% | - |
| RBC Canadian Equity Income F | 1.98M | 0.67% | - |
TAC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools