TLN in the 13F filings
Talen Energy Corp · CUSIP 87422Q109
New listing in Q3 2024· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it
- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 8 Nov 2024
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 0 listed it in both
- Shares listed
- 6,391,507
- combined, among listed positions
- Reported value
- $1.1bn
- combined, at the quarter end
Among the 94 comparable managers: 15 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +6,391,507.
Managers listing TLN in Q3 2024
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Capital World Investorsnew position · 1,474,323 shares now+1,474,323
- Capital Research Global Investorsnew position · 1,280,021 shares now+1,280,021
- Sachem Head Capital Management LPnew position · 941,000 shares now+941,000
- Lone Pine Capital LLCnew position · 856,215 shares now+856,215
- Oaktree Capital Management LPnew position · 696,676 shares now+696,676
Reductions
No reduction among listed positions.
New positions and exits
New (15)
- Capital World Investors$263m
- Capital Research Global Investors$228m
- Sachem Head Capital Management LP$168m
- Lone Pine Capital LLC$153m
- Oaktree Capital Management LP$124m
- Point72 Asset Management LP$85m
- Two Sigma Investments LP$33m
- Element Capital Management LLC$24m
- Moore Capital Management LP$23m
- Steadfast Capital Management LP$14m
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2024 | 15 | $1.1bn | 15 | 0 |
| Q4 2024 | 14 | $1.1bn | 5 | 12 |
| Q1 2025 | 13 | $1.3bn | 8 | 7 |
| Q2 2025 | 21 | $1.8bn | 14 | 7 |
| Q3 2025 | 24 | $2.6bn | 12 | 14 |
| Q4 2025 | 23 | $2.7bn | 23 | 22 |
| Q1 2026 | 17 | $2.2bn | 18 | 21 |
| Q2 2026 | 18 | $1.9bn | 16 | 24 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
TLN and SO →TLN and D →TLN and NEE →Choose a stock to compare with TLN →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own TLN, latest filings →Back to the 13F Explorer →