We are live on ! Find out more

536 hedge funds and large institutions have $10.2B invested in KeyCorp in 2014 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 178 increasing their positions, 209 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

3% more funds holding

Funds holding: 520536 (+16)

2.12% more ownership

Funds ownership: 78.46%80.58% (+2.1%)

3% more capital invested

Capital invested by funds: $9.91B → $10.2B (+$279M)

15% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 209

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

43% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $32.8M

Holders
536
Holders Change
+16
Holders Change %
+3.08%
% of All Funds
15.41%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
60
Increased
178
Reduced
209
Closed
41
Calls
$18.7M
Puts
$32.8M
Net Calls
-$14.2M
Net Calls Change
-$9.94M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
501
Dubuque Bank & Trust
Iowa
$31K +$29.5K +2,138 New
BFEC
502
Benjamin F. Edwards & Company
Missouri
$27K
CCS
503
Crosspoint Capital Strategies
California
$27K
TCOV
504
Trust Company of Vermont
Vermont
$26K +$9.67K +700 +64%
IPC
505
Independent Portfolio Consultants
Florida
$26K +$25.5K +1,848 New
FAM
506
Formidable Asset Management
Ohio
$21K
SC
507
Saturna Capital
Washington
$18K
MFS
508
MSI Financial Services
Massachusetts
$16K -$39.7K -2,877 -72%
BOK
509
Bank of Kentucky
Kentucky
$15K
KTC
510
Kistler-Tiffany Companies
Pennsylvania
$14K
GSC
511
Ground Swell Capital
South Carolina
$14K +$13.8K +996 New
WF
512
WealthTrust Fairport
Ohio
$12K
PMFA
513
Plante Moran Financial Advisors
Michigan
$12K +$6.92K +501 +151%
EFSCE
514
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
IC
515
IKOS CIF
Cyprus
$10K -$84.2K -6,096 -88%
WEC
516
Winslow Evans & Crocker
Massachusetts
$9.03K
WA
517
WealthTrust-Arizona
Arizona
$9K -$1.77K -128 -17%
CTC
518
Central Trust Company
Missouri
$9K
ATC
519
Adirondack Trust Company
New York
$8K
KT
520
Kanaly Trust
Texas
$8K
WA
521
Waverly Advisors
Alabama
$7K
CAW
522
Cornerstone Advisors (Washington)
Washington
$7K +$1.66K +120 +33%
SSA
523
South Street Advisors
New York
$6.99K +$3.19M +231,130 +90%
WT
524
Whittier Trust
California
$6K
WA
525
WFG Advisors
Texas
$6K +$28 +2 +0.5%

KEY Hedge Fund Activity: Q2 2014 in Review

536 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q2 2014, worth a combined $10.2B — up 2.8% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new KEY positions and 41 closed out — a net gain of 19 holders — while 178 added to existing stakes and 209 trimmed.

The largest buyer was Norges Bank, adding an estimated $75.8M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $87.1M sold.

  • 536 institutional investors held KeyCorp (KEY) as of Q2 2014, up from 520 in Q1 2014.
  • Funds reported $10.2B of KeyCorp stock for Q2 2014, up 2.8% quarter-over-quarter.
  • 60 funds opened new KeyCorp positions in Q2 2014 and 41 closed out, a net change of +19 holders.
  • The largest KeyCorp buyer in Q2 2014 was Norges Bank, an estimated $75.8M added.
  • The largest KeyCorp seller in Q2 2014 was Discovery Capital Management, an estimated $87.1M sold.

Based on aggregated 13F filings for Q2 2014.