Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TRANSALTA CORP (TAC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — TAC

Based on 167 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
167 funds currently hold this stock — 94% of the 3.0-year high of 177 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
10 fewer hedge funds hold TAC compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

93 buying91 selling
Last quarter: 93 funds bought or added vs 91 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.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new TAC position: 29 → 30 → 24 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 29% medium ■ 17% new
89 out of 167 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.
💎

Buying through price weakness — shares -7%, value -97%

Value
-96%
Shares
-7%
Last quarter: funds added -7% more shares while total portfolio value only changed -97%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~38 new funds/quarter

44 → 29 → 30 → 24 → 38 new funds/Q
New funds entering each quarter: 29 → 30 → 24 → 38. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 25% new
Of 183 current holders: 115 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
26 of 167 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Hedge Fund Ownership: TAC

How many hedge funds hold TAC — quarterly history vs. share price
Quarterly hedge fund ownership of TAC vs. share price

Market Analysis: TAC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TAC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 3 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: TAC
2026 Q1 Stats Unlock in 11 days 183 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 183 178 2.81%
13F Shares 223M 239M -6.96%
Total Value $2.82B $90.77B -96.89%
New Positions 39 25 +14
Increased Positions 82 82 -
Closed Positions 32 29 +3
Reduced Positions 79 85 -6
Total Calls 10 15 -33.33%
Total Puts 7 6 16.67%
PUT/CALL Ratio 0.7 0.4 Neutral

Statistics: TAC

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

183 + investors

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

Top 25 institutional holders of TAC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tacita Capital Inc 1.73% 222,601 $2.9M
2 INTACT INVESTMENT MANAGEMENT INC. 0.54% 1,449,000 $19.0M
3 Artemis Investment Management LLP 0.26% 1,875,520 $24.7M
4 Cardinal Point Capital Management ULC 0.15% 182,660 $2.4M
5 CenterBook Partners LP 0.09% 127,512 $1.7M
6 Warren Street Wealth Advisors, LLC 0.06% 12,000 $219K
7 Clear Harbor Asset Management, LLC 0.04% 40,700 $533K
8 SAGE RHINO CAPITAL LLC 0.03% 11,078 $145K
9 Lee Financial Co 0.02% 10,003 $132K
10 Costello Asset Management, INC 0.01% 1,800 $24K
11 VANGUARD FIDUCIARY TRUST CO 0.01% 2,362,425 $31.1M
12 Metis Global Partners, LLC 0.01% 20,026 $262K
13 Alberta Investment Management Corp 0.01% 70,852 $932K
14 SIGNATUREFD, LLC 0.01% 25,532 $334K
15 Swiss National Bank 0.00% 557,700 $7.3M
16 UBS Group AG 0.00% 1,818,976 $23.8M
17 NBC SECURITIES, INC. 0.00% 3,315 $43K
18 VANGUARD ASSET MANAGEMENT, Ltd 0.00% 226,624 $3.0M
19 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 7,739,481 $101.8M
20 Private Advisor Group, LLC 0.00% 34,000 $445K
21 Westside Investment Management, Inc. 0.00% 962 $13K
22 BESSEMER GROUP INC 0.00% 68,300 —
23 Legal & General Group Plc 0.00% 319,167 $4.2M
24 Savant Capital, LLC 0.00% 14,707 $193K
25 Pictet Asset Management Holding SA 0.00% 58,504 $767K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 51% buying: Last quarter: 93 funds bought or added vs 91 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 — 53% AUM from top-100 funds: 26 of 167 holders are among the 100 largest funds by AUM, controlling 53% 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?

53% of holders stayed for 2+ years: 89 out of 167 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.