undamentalytics Newsletter

Transalta Corp: which funds bought and sold

Institutions that bought and sold Transalta shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 99 institutions that filed 13F reports for both quarters added to or opened positions in Transalta, and 81 cut or closed them. Together they added a net 16.0M shares, +7.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 8.5M shares (−13.2%); index fund managers were net buyers of 95K shares (+0.8%). 28 opened a new position and 28 sold out entirely.

Bought, Q2 2026 99 institutions, 28 of them new holders Sold, Q2 2026 81 institutions, 28 of them sold out
Net change, all compared +16.0M shares (+7.4%)
Net change, active managers −8.5M shares (−13.2%), 17 bought, 20 sold

Buyers versus sellers

institutions compared, 202
Active managers and hedge funds 17 bought · 20 sold · −8.5M
Index fund managers 4 bought · 3 sold · +95K
Other institutions 78 bought · 58 sold · +24.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Toronto Dominion Bank +7.1M +155.6% 11.7M $162M
Morgan Stanley +6.1M +117.2% 11.4M $158M
Bank Of Montreal +4.2M +23.5% 21.9M $302M
Goldman Sachs Group Inc +3.1M +41.1% 10.6M $147M
Royal Bank Of Canada +2.9M +11.4% 28.2M $390M
Rubric Capital Management LP Hedge fund +2.5M +13.8% 20.2M $280M
Millennium Management LLC Hedge fund +2.1M +25.4% 10.4M $144M
Citadel Advisors LLC Hedge fund +1.6M +95.2% 3.2M $44.1M
Clearbridge Investments, LLC Active manager +1.3M New position 1.3M $18.7M
Mmcap International Inc. Spc +1.3M New position 1.3M $18.1M
Arrowstreet Capital, Limited Partnership Hedge fund +1.3M +307.8% 1.7M $23.4M
Bank Of America Corp +968K +12.2% 8.9M $123M
British Columbia Investment Management Corp +951K +420.9% 1.2M $16.3M
Citigroup Inc +879K +431.8% 1.1M $15M
Bank Of Nova Scotia +711K +53.1% 2.0M $28.3M
Pcj Investment Counsel Ltd. +653K New position 653K $9M
Canoe Financial LP +550K New position 550K $7.6M
Newgen Asset Management Ltd +550K New position 550K $7.6M
American Century Companies Inc Active manager +529K +8.4% 6.8M $94.5M
Jpmorgan Chase & Co +419K +173.6% 660K $9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −11.5M −84.4% 2.1M $29.4M
Oaktree Capital Management LP −3.4M −53.2% 3.0M $41.5M
Artemis Investment Management LLP Active manager −1.9M Sold out 0 —
Two Seas Capital LP Hedge fund −1.6M Sold out 0 —
Intact Investment Management Inc. −822K −56.7% 627K $8.7M
First Manhattan Co. Llc. Active manager −793K Sold out 0 —
Arvin Capital Management LP −746K −16.6% 3.7M $51.8M
Man Group PLC Hedge fund −699K −33.0% 1.4M $19.6M
National Bank Of Canada −558K −26.7% 1.5M $21M
Sculptor Capital LP Hedge fund −534K Sold out 0 —
Capital Wealth Planning, LLC −501K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −485K −30.6% 1.1M $15.2M
Value Aligned Research Advisors, LLC −456K −17.6% 2.1M $29.6M
Potrero Capital Research LLC −351K −44.4% 439K $6.1M
Two Sigma Investments, LP Hedge fund −302K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −276K −39.2% 428K $5.9M
Sig North Trading, Ulc −232K −71.9% 91K $1.3M
Rokos Capital Management LLP Hedge fund −231K −10.1% 2.1M $28.5M
Melqart Asset Management (UK) Ltd −227K Sold out 0 —
BNP Paribas Financial Markets −185K −27.6% 484K $6.7M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Artemis Investment Management LLPActive manager 1.9M $24.7M
Two Seas Capital LPHedge fund 1.6M $20.9M
First Manhattan Co. Llc.Active manager 793K $10.4M
Sculptor Capital LPHedge fund 534K $7M
Capital Wealth Planning, LLC 501K $6.6M
Two Sigma Investments, LPHedge fund 302K $4M
Melqart Asset Management (UK) Ltd 227K $3M
Timelo Investment Management Inc. 105K $1.4M
Hudson Bay Capital Management LPHedge fund 102K $1.3M
Schonfeld Strategic Advisors LLCHedge fund 65K $853,896

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
177
Ten largest holders
66.7%
of 13F-reported shares
Index fund managers
5.4%
of 13F-reported shares
Active managers and hedge funds
23.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 17 20 6 10 −8.5M −13.2%
Index fund managers 4 3 0 0 +95K +0.8%
Other institutions 78 58 22 18 +24.4M +17.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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