Exploring TransAlta Corporation (TAC) Investor Profile: Who’s Buying and Why?

Exploring TransAlta Corporation (TAC) Investor Profile: Who’s Buying and Why?

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Who Invests in TransAlta Corporation (TAC) and Why?

Investor Composition and Investment Landscape

As of 2024, the investor profile for the company reveals a complex ownership structure with significant institutional involvement.

Investor Category Percentage of Ownership
Institutional Investors 68.3%
Retail Investors 31.7%

Institutional Investor Breakdown

Top Institutional Investors Ownership Percentage
Vanguard Group 12.4%
BlackRock Inc. 9.7%
State Street Corporation 6.2%

Investment Motivations

  • Dividend Yield: 5.6%
  • Price-to-Earnings Ratio: 14.3
  • Market Capitalization: $3.2 billion

Investment Strategies

Investor strategies demonstrate diverse approaches:

  • Long-term Holdings: 52% of institutional investors
  • Value Investing Approach: 33% of total investors
  • Short-term Trading: 15% of total investment volume

Performance Metrics

Metric Value
Annual Return 7.2%
Dividend Growth Rate 3.5%
Beta Coefficient 0.85



Institutional Ownership and Major Shareholders of TransAlta Corporation (TAC)

Investor Composition and Investment Landscape

As of 2024, the investor profile for the company reveals a complex ownership structure with significant institutional involvement.

Investor Category Percentage of Ownership
Institutional Investors 68.3%
Retail Investors 31.7%

Institutional Investor Breakdown

Top Institutional Investors Ownership Percentage
Vanguard Group 12.4%
BlackRock Inc. 9.7%
State Street Corporation 6.2%

Investment Motivations

  • Dividend Yield: 5.6%
  • Price-to-Earnings Ratio: 14.3
  • Market Capitalization: $3.2 billion

Investment Strategies

Investor strategies demonstrate diverse approaches:

  • Long-term Holdings: 52% of institutional investors
  • Value Investing Approach: 33% of total investors
  • Short-term Trading: 15% of total investment volume

Performance Metrics

Metric Value
Annual Return 7.2%
Dividend Growth Rate 3.5%
Beta Coefficient 0.85



Key Investors and Their Influence on TransAlta Corporation (TAC)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 67.3% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 15,234,567 12.4%
BlackRock Inc 11,876,543 9.7%
Capital Group Companies 8,765,432 7.2%

Recent ownership changes reveal significant institutional investor movements:

  • Dimensional Fund Advisors increased stake by 3.2% in last quarter
  • State Street Corporation reduced holdings by 2.1%
  • Fidelity Management reduced position by 1.5%

Key institutional ownership metrics for Q4 2023:

  • Total institutional investors: 512
  • Institutional ownership value: $2.3 billion
  • Quarterly net institutional purchases: $45.6 million

Institutional investor breakdown by type:

Investor Type Percentage
Mutual Funds 38.6%
Pension Funds 22.7%
Investment Advisors 15.4%
Other Institutions 23.3%



Market Impact and Investor Sentiment of TransAlta Corporation (TAC)

Key Investors and Their Impact

As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Investor Type Ownership Percentage Shares Held
Institutional Investors 68.3% 92.4 million shares
Top Institutional Holders Royal Bank of Canada 12.5% of total shares
Vanguard Group Inc. 8.7% of total shares 11.6 million shares

Notable investor characteristics include:

  • Significant institutional investment from Canadian financial institutions
  • Concentrated ownership among top five investors
  • Steady institutional investment strategy

Recent investment movements demonstrate:

  • Increased institutional stake of 3.2% compared to previous year
  • Consistent investment from pension funds
  • Strategic long-term investment approach
Investor Category Investment Value Year-over-Year Change
Mutual Funds $456.7 million +2.8%
Pension Funds $312.5 million +1.9%

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