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KeyCorp
KEY

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: 6 → 6 (0)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

2% less funds holding

Funds holding: 536 → 523 (-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

Top Buyers

1
CC
Carlson Capital
Texas
+$166M
2
Citadel Advisors
Citadel Advisors
Florida
+$109M
3
EVM
Eaton Vance Management
Massachusetts
+$94.7M
4
PI
Putnam Investments
Massachusetts
+$87.3M
5
Capital World Investors
Capital World Investors
California
+$75.9M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$202M
2
Ameriprise
Ameriprise
Minnesota
-$149M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$69.7M
4
SFM
Systematic Financial Management
New Jersey
-$66.6M
5
SI
Scout Investments
Missouri
-$57.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
451
National Planning Corporation
California
$109K -$27.9K -2,099 -20%
Envestnet Asset Management
452
Envestnet Asset Management
Illinois
$98K -$33.6K -2,526 -26%
JIC
453
Joel Isaacson & Co
New York
$97K – – –
MCM
454
Manchester Capital Management
Vermont
$89K – – –
GIS
455
Guardian Investor Services
New York
$83K -$3.01K -226 -4%
EWM
456
Evercore Wealth Management
New York
$78K – – –
MIC
457
MU Investments Company
Japan
$78K – – –
MSFP
458
Mark Sheptoff Financial Planning
Connecticut
$73K -$230K -17,297 -77%
MAM
459
Mizuho Asset Management
Japan
$69K -$3.03M -227,971 -98%
GLI
460
Guardian Life Insurance
New York
$69K -$665 -50 -1%
QAM
461
QCI Asset Management
New York
$69K – – –
FCCM
462
First City Capital Management
Georgia
$63.9K – – –
CAW
463
Cornerstone Advisors (Washington)
Washington
$62K +$53.3K +4,010 +909%
W
464
Wealthfront
California
$58K -$5.87K -441 -10%
M
465
MOTCO
Texas
$58K – – –
TFA
466
Transamerica Financial Advisors
Florida
$55K +$213 +16 +0.4%
TCM
467
Tradewinds Capital Management
Washington
$53K – – –
FNBT
468
FineMark National Bank & Trust
Florida
$52K -$3.11K -234 -6%
AF
469
Arrow Financial
New York
$51K – – –
HCC
470
Hirtle Callaghan & Co
Pennsylvania
$43K +$2.79K +210 +7%
CCMW
471
Cypress Capital Management (Wyoming)
Wyoming
$42.4K +$40.6K +3,050 New
WTC
472
WhitTier Trust Company
Nevada
$42K – – –
SAMC
473
Shinko Asset Management Company
Japan
$41K -$9.31K -700 -19%
Royal London Asset Management
474
Royal London Asset Management
United Kingdom
$38.9K +$764K +57,442 +26%
HR
475
Howe & Rusling
New York
$38K – – –
17 18
19
20 21

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.