TALEN ENERGY CORP (TLN) Institutional Ownership Changes & 13F Activity
TALEN ENERGY CORP (TLN) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Lone Pine Capital, Sequoia Financial Advisors, Polen Capital Management, Yacktman Asset Management, and Oaktree Capital Management.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Lone Pine Capital | Buy | 525,431 | 1,817,947 | $580,343,221 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 960 | 960 | $306,461 |
| Q1 2026 | Polen Capital Management | Sell | -667 | 682 | $217,715 |
| Q1 2026 | Yacktman Asset Management | Sell | -100 | 359,900 | $114,890,877 |
| Q4 2025 | Lone Pine Capital | Buy | 100,000 | 1,292,516 | $484,486,697 |
| Q4 2025 | Oaktree Capital Management | Buy | 40,000 | 331,117 | $124,115,896 |
| Q4 2025 | Polen Capital Management | Sell | -2,683 | 1,349 | $505,659 |
| Q4 2025 | Yacktman Asset Management | Sell | -100 | 360,000 | $134,942,400 |
| Q3 2025 | Third Point | Sell | -435,000 | 350,000 | $148,883,000 |
| Q3 2025 | Oaktree Capital Management | Buy | 161,288 | 291,117 | $123,835,349 |
| Q3 2025 | Lone Pine Capital | Buy | 103,136 | 1,192,516 | $507,272,456 |
| Q3 2025 | Yacktman Asset Management | Sell | -83,600 | 360,100 | $153,179,338 |
| Q3 2025 | Polen Capital Management | Sell | -1,794 | 4,032 | $1,715,132 |
| Q2 2025 | Third Point | Buy | 200,000 | 785,000 | $228,254,450 |
| Q2 2025 | Oaktree Capital Management | Sell | -190,000 | 129,829 | $37,750,378 |
| Q2 2025 | Polen Capital Management | Buy | 5,826 | 5,826 | $1,694,026 |
| Q2 2025 | Yacktman Asset Management | Sell | -1,200 | 443,700 | $129,014,649 |
| Q1 2025 | Third Point | Buy | 585,000 | 585,000 | $116,806,950 |
| Q1 2025 | Oaktree Capital Management | Sell | -76,795 | 319,829 | $63,860,256 |
| Q1 2025 | Situational Awareness Partners | Buy | 9,517 | 148,395 | $29,630,030 |
| Q4 2024 | Oaktree Capital Management | Sell | -300,052 | 396,624 | $79,907,837 |
| Q4 2024 | Lone Pine Capital | Buy | 233,165 | 1,089,380 | $219,477,389 |
| Q4 2024 | Situational Awareness Partners | Buy | 138,878 | 138,878 | $27,979,751 |
| Q3 2024 | Lone Pine Capital | Buy | 856,215 | 856,215 | $152,611,762 |
| Q3 2024 | Oaktree Capital Management | Buy | 696,676 | 696,676 | $124,175,530 |
| Q3 2024 | Yacktman Asset Management | Buy | 444,900 | 444,900 | $79,298,976 |
Frequently asked questions about TLN activity
Which institutional owners are buying TLN?
Institutional owners buying TLN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TLN activity?
"Buy" means an investor increased their reported position in TLN compared to the prior reporting period. This reflects growing exposure to TALEN ENERGY CORP (TLN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TLN increasing?
Institutional interest in TLN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.