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KeyCorp
KEY

636 hedge funds and large institutions have $16B invested in KeyCorp in 2016 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 200 increasing their positions, 259 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 10 → 18 (+8)

63% more call options, than puts

Call options by funds: $151M | Put options by funds: $92.9M

55% more capital invested

Capital invested by funds: $10.3B → $16B (+$5.73B)

44% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 71

3% more funds holding

Funds holding: 619 → 636 (+17)

2.01% more ownership

Funds ownership: 79.34% → 81.34% (+2%)

23% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 259

Holders
636
Holders Change
+17
Holders Change %
+2.75%
% of All Funds
15.9%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.45%
New
102
Increased
200
Reduced
259
Closed
71
Calls
$151M
Puts
$92.9M
Net Calls
+$58.2M
Net Calls Change
+$38.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$282M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$167M
3
PC
PointState Capital
New York
+$162M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$133M
5
APG Asset Management
APG Asset Management
Netherlands
+$108M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$129M
2
Two Sigma Investments
Two Sigma Investments
New York
-$82.5M
3
Millennium Management
Millennium Management
New York
-$69.8M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$63.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$62.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
601
Perkins Coie Trust Company
Washington
$10K – – –
WT
602
Whittier Trust
California
$10K – – –
FWM
603
Focused Wealth Management
New York
$9K -$8.32K -528 -51%
PFBT
604
Parkside Financial Bank & Trust
Missouri
$9K +$1.25K +79 +19%
CFN
605
Cordasco Financial Network
Florida
$9K +$7.74K +491 New
EF
606
Empirical Finance
Pennsylvania
$8K +$6.1K +387 New
MWM
607
MinichMacGregor Wealth Management
New York
$7K – – –
SSB
608
Sandy Spring Bank
Maryland
$6K – – –
FPFS
609
First Personal Financial Services
North Carolina
$6K +$5.36K +340 New
AssetMark Inc
610
AssetMark Inc
California
$5K – – –
CTB
611
Country Trust Bank
Illinois
$5K – – –
JCM
612
Jacobi Capital Management
Pennsylvania
$4K -$3.6K -228 -53%
TFO
613
Tarbox Family Office
California
$4K -$110 -7 -3%
ACS
614
Archford Capital Strategies
Illinois
$4K – – –
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
KF
616
Krilogy Financial
Missouri
$4K +$16 +1 +0.5%
MBT
617
Monroe Bank & Trust
Michigan
$4K +$3.09K +196 New
OFW
618
Omnia Family Wealth
Florida
$4K +$3.71K +235 New
AWM
619
Avior Wealth Management
Nebraska
$3K +$2.55K +162 New
FAN
620
Financial Advisors Network
California
$2.48K +$2.16K +137 New
EWM
621
Evercore Wealth Management
New York
$2K -$23.3K -1,479 -94%
TWA
622
TCI Wealth Advisors
Arizona
$2K -$173 -11 -11%
BWA
623
Burt Wealth Advisors
Maryland
$2K – – –
GAM
624
Gemmer Asset Management
California
$2K – – –
SIC
625
Salem Investment Counselors
North Carolina
$2K – – –
23 24
25
26 27

KEY Hedge Fund Activity: Q4 2016 in Review

636 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q4 2016, worth a combined $16B — up 55% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new KEY positions and 71 closed out — a net gain of 31 holders — while 200 added to existing stakes and 259 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $282M. The largest seller was JP Morgan Chase, cutting an estimated $129M.

  • 636 institutional investors held KeyCorp (KEY) as of Q4 2016, up from 619 in Q3 2016.
  • Funds reported $16B of KeyCorp stock for Q4 2016, up 55% quarter-over-quarter.
  • 102 funds opened new KeyCorp positions in Q4 2016 and 71 closed out, a net change of +31 holders.
  • The largest KeyCorp buyer in Q4 2016 was Capital Research Global Investors, an estimated $282M added.
  • The largest KeyCorp seller in Q4 2016 was JP Morgan Chase, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2016.