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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
TAM
26
Third Avenue Management
New York
$100M +$5.6M +421,086 +6%
NI
27
Numeric Investors
Massachusetts
$99.5M +$3.24M +243,292 +4%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$96M +$1.02M +76,407 +1%
SCM
29
Snow Capital Management
Pennsylvania
$82.4M +$6.38M +479,992 +9%
Pzena Investment Management
30
Pzena Investment Management
New York
$75.7M +$963K +72,375 +1%
Goldman Sachs
31
Goldman Sachs
New York
$73.6M +$17.1M +1,287,183 +32%
ClearBridge Investments
32
ClearBridge Investments
New York
$70.4M -$1.51M -113,721 -2%
AQR Capital Management
33
AQR Capital Management
Connecticut
$68.5M -$36.9M -2,772,051 -36%
Norges Bank
34
Norges Bank
Norway
$63M – – –
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$62.4M +$3.47M +260,759 +6%
EARNEST Partners
36
EARNEST Partners
Georgia
$61.4M -$1.76M -132,662 -3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$60.3M +$50.5M +3,798,874 +701%
MAA
38
Managed Account Advisors
New Jersey
$59.9M +$15.6M +1,171,046 +37%
USAA
39
United Services Automobile Association
Texas
$53.8M +$47.6M +3,580,188 +1,236%
Legal & General Group
40
Legal & General Group
United Kingdom
$53M -$2.76M -207,667 -5%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$52.9M +$37.6M +2,830,866 +290%
Bank of America
42
Bank of America
North Carolina
$52.1M -$3.16M -237,867 -6%
O
43
OppenheimerFunds
New York
$50.8M -$7.85M -590,220 -14%
Two Sigma Investments
44
Two Sigma Investments
New York
$49.9M -$10.9M -816,414 -19%
PPA
45
Parametric Portfolio Associates
Washington
$46M +$3.94M +296,153 +10%
BIM
46
BlackRock Investment Management
Delaware
$45.7M +$6.65M +500,041 +18%
RIM
47
RS Investment Management
California
$45.3M -$38M -2,858,296 -47%
Franklin Resources
48
Franklin Resources
California
$45.1M -$426K -32,000 -1%
UBS Group
49
UBS Group
Switzerland
$45.1M +$43.2M +3,245,812 New
Adage Capital Partners
50
Adage Capital Partners
Massachusetts
$44.5M +$7.01M +526,900 +20%
1
2
3 4 5

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.