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720 hedge funds and large institutions have $8.01B invested in KeyCorp in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 305 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $102M | Put options by funds: $73M

17% more capital invested

Capital invested by funds: $6.84B → $8.01B (+$1.17B)

0.54% more ownership

Funds ownership: 78.87%79.41% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 767720 (-47)

25% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 305

34% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 117

Holders
720
Holders Change
-47
Holders Change %
-6.13%
% of All Funds
11.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
77
Increased
228
Reduced
305
Closed
117
Calls
$102M
Puts
$73M
Net Calls
+$28.7M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
576
Winch Advisory Services
Wisconsin
$48K -$1.82K -164 -4%
AWA
577
Authentikos Wealth Advisory
California
$45.9K +$47.3K +4,267 New
BF
578
BOK Financial
Oklahoma
$44.8K -$9.79K -884 -17%
CTC
579
Central Trust Company
Missouri
$43.7K +$4.12K +372 +10%
RG
580
Retirement Group
California
$43.6K
TWM
581
Tradition Wealth Management
Minnesota
$43K +$1.76K +159 +4%
BBHC
582
Brown Brothers Harriman & Co
New York
$40K -$4.43K -400 -10%
DMBA
583
Deseret Mutual Benefit Administrators
Utah
$39.8K +$1.17K +106 +3%
BSB
584
Bangor Savings Bank
Maine
$37.7K -$6.48K -585 -14%
AWM
585
Avior Wealth Management
Nebraska
$37.7K -$16.5K -1,491 -30%
FFA
586
Farther Finance Advisors
California
$36.9K +$2.62K +237 +7%
TAM
587
Tucker Asset Management
Colorado
$36.7K
WTC
588
WhitTier Trust Company
Nevada
$33.3K -$23.1K -2,087 -40%
WT
589
Washington Trust
Rhode Island
$32.3K
VCM
590
Versant Capital Management
Arizona
$31.9K -$2.13K -192 -6%
PTC
591
Private Trust Company
Ohio
$31K -$12.2K -1,105 -28%
BG
592
Bollard Group
Massachusetts
$29K -$5.51K -498 -16%
MPWT
593
MassMutual Private Wealth & Trust
Connecticut
$28.8K +$3K +271 +11%
CWP
594
Concord Wealth Partners
Virginia
$28.4K -$5.55K -501 -16%
CSB
595
City State Bank
Iowa
$28K
CWM
596
Compass Wealth Management
Connecticut
$28K +$3.32K +300 +13%
CSPIA
597
Cary Street Partners Investment Advisory
Virginia
$27.9K +$28.7K +2,590 New
GFPC
598
Global Financial Private Client
Florida
$27.2K
HPC
599
HM Payson & Co
Maine
$25.9K
CBT
600
CoreFirst Bank & Trust
Kansas
$24.9K

KEY Hedge Fund Activity: Q3 2023 in Review

720 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q3 2023, worth a combined $8.01B — up 17% from $6.84B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of KEY and 77 opened new positions — a net loss of 40 holders — while 305 trimmed existing stakes and 228 added.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $283M. The largest seller was Wells Fargo, cutting an estimated $140M.

  • 720 institutional investors held KeyCorp (KEY) as of Q3 2023, down from 767 in Q2 2023.
  • Funds reported $8.01B of KeyCorp stock for Q3 2023, up 17% quarter-over-quarter.
  • 77 funds opened new KeyCorp positions in Q3 2023 and 117 closed out, a net change of -40 holders.
  • The largest KeyCorp buyer in Q3 2023 was Ontario Teachers' Pension Plan Board, an estimated $283M added.
  • The largest KeyCorp seller in Q3 2023 was Wells Fargo, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2023.