Keel Infrastructure Corp
KEEL
184 hedge funds and large institutions have $460M invested in Keel Infrastructure Corp in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 45 closing their positions.
423% more call options, than puts
Call options by funds: $129M | Put options by funds: $24.6M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
21% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 52
3.81% more ownership
Funds ownership: 35.27% → 39.08% (+3.8%)
7% less funds holding
Funds holding: 198 → 184 (-14)
7% less capital invested
Capital invested by funds: $496M → $460M (-$36.3M)
29% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Situational Awareness
San Francisco,
California
|
+$30.5M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$24.7M |
| 3 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
|
+$18.4M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
+$17.8M |
| 5 |
MAC
Monarch Alternative Capital
New York
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$18.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$15.2M |
| 4 |
Millennium Management
New York
|
-$9.58M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$8.72M |
KEEL Hedge Fund Activity: Q1 2026 in Review
184 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Keel Infrastructure Corp (KEEL) for Q1 2026, worth a combined $460M — down 7.3% from $496M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of KEEL and 32 opened new positions — a net loss of 13 holders — while 52 trimmed existing stakes and 63 added.
The largest buyer was Situational Awareness, adding an estimated $30.5M. The largest seller was Jane Street, cutting an estimated $18.9M.
- 184 institutional investors held Keel Infrastructure Corp (KEEL) as of Q1 2026, down from 198 in Q4 2025.
- Funds reported $460M of Keel Infrastructure Corp stock for Q1 2026, down 7.3% quarter-over-quarter.
- 32 funds opened new Keel Infrastructure Corp positions in Q1 2026 and 45 closed out, a net change of -13 holders.
- The largest Keel Infrastructure Corp buyer in Q1 2026 was Situational Awareness, an estimated $30.5M added.
- The largest Keel Infrastructure Corp seller in Q1 2026 was Jane Street, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2026.