We are live on ! Find out more

523 hedge funds and large institutions have $12B invested in KeyCorp in 2014 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 212 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $9.29B → $12B (+$2.69B)

0.62% more ownership

Funds ownership: 79.9%80.52% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

2% less funds holding

Funds holding: 536523 (-13)

19% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 212

38% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $42.4M

Holders
523
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
13.95%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
172
Reduced
212
Closed
52
Calls
$26.3M
Puts
$42.4M
Net Calls
-$16.1M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
426
Roosevelt Investment Group
New York
$170K -$53K -3,983 -25%
AW
427
ACG Wealth
Georgia
$168K
YMRC
428
Yorktown Management & Research Company
Virginia
$167K
Truist Financial
429
Truist Financial
North Carolina
$164K -$53.4K -4,016 -25%
FAM
430
Fenimore Asset Management
New York
$155K
SI
431
Stephens Inc
Arkansas
$155K +$148K +11,122 New
SC
432
SRB Corp
Massachusetts
$153K +$10.5K +792 +8%
LWM
433
Lenox Wealth Management
Ohio
$152K
JMPWA
434
JP Morgan Private Wealth Advisors
California
$145K +$138K +10,405 New
VKH
435
Virtu KCG Holdings
New York
$143K -$1.11M -83,238 -89%
BO
436
BRR OpCo
Ohio
$143K -$11.6K -875 -8%
SIM
437
Sigma Investment Management
Oregon
$143K
DCM
438
Dynamic Capital Management
Jersey
$141K -$1.41M -106,055 -91%
RNS
439
Robert N. Shapiro
$141K -$24K -1,801 -15%
FNB
440
First Niagara Bank
New York
$141K +$135K +10,116 New
PP
441
Prudential plc
United Kingdom
$140K
FMWA
442
Forvis Mazars Wealth Advisors
Missouri
$140K +$545 +41 +0.4%
BMO
443
Beck Mack & Oliver
New York
$139K
RP
444
Rowlandmiller & Partners
Georgia
$138K +$132K +9,895 New
SSG
445
Summit Securities Group
New York
$136K -$137K -10,281 -51%
ASN
446
Advisory Services Network
Georgia
$132K
FMLI
447
Fukoku Mutual Life Insurance
Japan
$126K
CB
448
Community Bank
New York
$121K +$116K +8,718 New
RC
449
RegentAtlantic Capital
New Jersey
$120K -$49K -3,685 -30%
EPM
450
Equitec Proprietary Markets
Illinois
$109K +$104K +7,821 New

KEY Hedge Fund Activity: Q4 2014 in Review

523 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q4 2014, worth a combined $12B — up 29% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of KEY and 51 opened new positions — a net loss of 1 holder — while 212 trimmed existing stakes and 172 added.

The largest buyer was Carlson Capital, adding an estimated $166M. The largest seller was AJO LP, exiting entirely with an estimated $202M sold.

  • 523 institutional investors held KeyCorp (KEY) as of Q4 2014, down from 536 in Q3 2014.
  • Funds reported $12B of KeyCorp stock for Q4 2014, up 29% quarter-over-quarter.
  • 51 funds opened new KeyCorp positions in Q4 2014 and 52 closed out, a net change of -1 holder.
  • The largest KeyCorp buyer in Q4 2014 was Carlson Capital, an estimated $166M added.
  • The largest KeyCorp seller in Q4 2014 was AJO LP, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2014.