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571 hedge funds and large institutions have $7.71B invested in KeyCorp in 2016 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 223 increasing their positions, 171 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 54

30% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 171

5% more funds holding

Funds holding: 544571 (+27)

1% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $14.7M

0.77% less ownership

Funds ownership: 85.45%84.68% (-0.77%)

18% less capital invested

Capital invested by funds: $9.35B → $7.71B (-$1.64B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
571
Holders Change
+27
Holders Change %
+4.96%
% of All Funds
15.21%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
88
Increased
223
Reduced
171
Closed
54
Calls
$14.8M
Puts
$14.7M
Net Calls
+$98K
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
526
Thompson Davis & Co
Virginia
$13K
MSFP
527
Mark Sheptoff Financial Planning
Connecticut
$11K -$2.04K -183 -15%
AF
528
Arrow Financial
New York
$11K
VCM
529
Versant Capital Management
Arizona
$11K +$704 +63 +6%
BFEC
530
Benjamin F. Edwards & Company
Missouri
$11K +$2.52K +226 +29%
KLI
531
Kelman-Lazarov Inc
Tennessee
$11K +$11.2K +1,000 New
CGT
532
Capital Guardian Trust
California
$10K -$456K -40,837 -98%
S
533
SignatureFD
Georgia
$10K +$8.65K +774 +478%
IA
534
IFP Advisors
Florida
$9K -$90.4K -8,089 -93%
TIM
535
Tortoise Investment Management
New York
$9K
VFA
536
Virtus Fund Advisers
Connecticut
$9K
NC
537
NewSquare Capital
Pennsylvania
$9K +$8.69K +778 New
ATC
538
Adirondack Trust Company
New York
$6K
DBT
539
Dubuque Bank & Trust
Iowa
$6K
PRS
540
Pinkerton Retirement Specialists
Idaho
$6K
PMFA
541
Plante Moran Financial Advisors
Michigan
$6K
CAW
542
Cornerstone Advisors (Washington)
Washington
$5K -$1.34K -120 -20%
WT
543
Whittier Trust
California
$5K
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
SSB
545
Sandy Spring Bank
Maryland
$4K
PFBT
546
Parkside Financial Bank & Trust
Missouri
$4K +$1.83K +164 +81%
AA
547
Apriem Advisors
California
$4K +$4.32K +387 New
AP
548
Advisors Preferred
Maryland
$3K -$7.54K -675 -74%
CTB
549
Country Trust Bank
Illinois
$3K
FWM
550
Focused Wealth Management
New York
$3K

KEY Hedge Fund Activity: Q1 2016 in Review

571 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q1 2016, worth a combined $7.71B — down 18% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new KEY positions and 54 closed out — a net gain of 34 holders — while 223 added to existing stakes and 171 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $169M. The largest seller was Capital World Investors, exiting entirely with an estimated $429M sold.

  • 571 institutional investors held KeyCorp (KEY) as of Q1 2016, up from 544 in Q4 2015.
  • Funds reported $7.71B of KeyCorp stock for Q1 2016, down 18% quarter-over-quarter.
  • 88 funds opened new KeyCorp positions in Q1 2016 and 54 closed out, a net change of +34 holders.
  • The largest KeyCorp buyer in Q1 2016 was JP Morgan Chase, an estimated $169M added.
  • The largest KeyCorp seller in Q1 2016 was Capital World Investors, an estimated $429M sold.

Based on aggregated 13F filings for Q1 2016.