Transalta Corp (TAC) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Transalta Corp (TAC) following the 2026 Q2 hedge fund 13F filings?

As of today, TAC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLU sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), TAC gained -8.8% vs -2.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Transalta Corp (TAC)

175 + Investors. Track Smart Money conviction in TAC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — TAC

Based on 176 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added TAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

176 hedge funds hold TAC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

107 buying77 selling

Last quarter: 107 funds bought or added vs 77 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 31 → 24 → 38 → 31. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 27% medium ■ 18% new

97 out of 176 hedge funds have held TAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

29 → 31 → 24 → 38 → 31 new funds/Q

New funds entering each quarter: 31 → 24 → 38 → 31. A growing number of institutions are discovering TAC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 60% veterans vs 22% newcomers

■ 60% veterans ■ 18% 1-2yr ■ 22% new

Entry-cohort mix of 188 holders: 113 (60%) are 2+ year veterans, 34 entered 1–2 years ago, and 41 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

39 of 172 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in TAC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	175	172	1.74%
13F Shares	219M	223M	-1.61%
Total Value	$2.88B	$2.82B	2.01%
New Positions	30	38	-8
Increased Positions	72	51	+21
Closed Positions	27	30	-3
Reduced Positions	46	59	-13
Total Calls	11	10	10.0%
Total Puts	5	7	-28.57%
PUT/CALL Ratio	0.45	0.7	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

175

172

1.74%

13F Shares

219M

223M

-1.61%

Total Value

$2.88B

$2.82B

2.01%

New Positions

-8

Increased Positions

+21

Closed Positions

-3

Reduced Positions

-13

Total Calls

10.0%

Total Puts

-28.57%

PUT/CALL Ratio

0.45

0.7

Bullish

Institutional Holders (2026 Q2)

175 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TAC. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TAC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Arvin Capital Management LP	6.76%	3,742,183	$51.8M
2	NewGen Asset Management Ltd	3.13%	550,000	$7.6M
3	PCJ Investment Counsel Ltd.	2.60%	653,290	$9.0M
4	Tacita Capital Inc	1.67%	222,601	$3.1M
5	Arvin Capital Management LP	0.60%	330,000	$4.6M
6	Waratah Capital Advisors Ltd.	0.56%	1,200,000	$16.6M
7	Ardsley Advisory Partners LP	0.50%	345,000	$4.8M
8	Hartree Partners, LP	0.44%	150,000	$2.1M
9	Purpose Unlimited Inc.	0.36%	685,712	$9.5M
10	Intact Investment Management INC.	0.25%	627,000	$8.7M
11	CenterBook Partners LP	0.16%	236,778	$3.3M
12	Cardinal Point Capital Management ULC	0.14%	182,560	$2.5M
13	Greenland Capital Management LP	0.13%	77,990	$1.1M
14	Picton Mahoney Asset Management	0.13%	1,300,000	$17.9M
15	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	0.10%	1,176,414	$16.3M
16	Bank of Montreal /Can/	0.10%	21,875,088	$302.3M
17	Mackenzie Financial Corp	0.10%	4,894,853	$96.0M
18	Canoe Financial LP	0.09%	550,000	$7.6M
19	Guardian Partners Inc.	0.08%	66,059	$914K
20	Quantbot Technologies LP	0.06%	109,555	$1.5M
21	Cibc World Market INC.	0.05%	2,300,636	$31.8M
22	Bank of Nova Scotia	0.04%	2,049,412	$28.3M
23	American Century Companies Inc	0.04%	6,833,786	$94.5M
24	Clear Harbor Asset Management, LLC	0.03%	40,700	$563K
25	Greenland Capital Management LP	0.03%	20,000	$277K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Transalta Corp (TAC)

What does the Smart Money Trend signal show for TAC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TAC?

Slight buying edge — 58% buying: Last quarter: 107 funds bought or added vs 77 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TAC holders?

Elite ownership — 49% AUM from top-100 funds: 39 of 172 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in TAC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TAC?

55% of holders stayed for 2+ years: 97 out of 176 hedge funds have held TAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Transalta Corp (TAC) following the 2026 Q2 hedge fund 13F filings?

As of today, TAC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLU sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), TAC has gained -8.8% vs -2.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Transalta Corp (TAC)

Smart Money Signals — TAC

Buying streak — 2 quarters in a row

At the ownership peak (96% of max)

Steady growth — +7% more funds vs a year ago

Slight buying edge — 58% buying

Fewer new buyers each quarter (-7 vs last Q)

55% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 60% veterans vs 22% newcomers

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — TAC

Hedge Fund Ownership: TAC

Market Analysis: TAC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TAC

Is It Too Late to Buy Transalta Corp (TAC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: TAC

Statistics: TAC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Transalta Corp (TAC)

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