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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
IMS
476
Index Management Solutions
Pennsylvania
$35K -$207K -15,597 -86%
CHP
477
Cable Hill Partners
Oregon
$33K +$31.2K +2,349 New
BPBT
478
Boston Private Bank & Trust
Massachusetts
$32K
MFS
479
MSI Financial Services
Massachusetts
$31K
WF
480
WealthTrust Fairport
Ohio
$30K -$22.4K -1,681 -44%
AW
481
Alpha Windward
Massachusetts
$30K +$7.16K +538 +33%
CCS
482
Crosspoint Capital Strategies
California
$27K
BFEC
483
Benjamin F. Edwards & Company
Missouri
$26K
TCOV
484
Trust Company of Vermont
Vermont
$26K
VFA
485
Virtus Fund Advisers
Connecticut
$26K
AWM
486
AllSquare Wealth Management
New York
$26K +$24.7K +1,860 New
VNA
487
Valley National Advisers
Pennsylvania
$24K +$23.8K +1,789 New
PSUF
488
People's United Financial
Connecticut
$23K -$16K -1,200 -42%
Manulife (Manufacturers Life Insurance)
489
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.7K +$277K +20,845 +1%
FAM
490
Formidable Asset Management
Ohio
$20K
SC
491
Saturna Capital
Washington
$18K
TDC
492
Thompson Davis & Co
Virginia
$16K
BOK
493
Bank of Kentucky
Kentucky
$15K
KTC
494
Kistler-Tiffany Companies
Pennsylvania
$14K
BKA
495
Brick & Kyle Associates
Pennsylvania
$14K +$13.3K +1,000 New
KCM
496
Karp Capital Management
California
$14K +$13.8K +1,034 New
GWA
497
Genesis Wealth Advisors
Massachusetts
$10.8K +$10.1K +760 New
EFSCE
498
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
KT
499
Kanaly Trust
Texas
$9K +$1.28K +96 +17%
RA
500
Rational Advisors
New York
$9K +$9.04K +680 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.