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665 hedge funds and large institutions have $16.6B invested in KeyCorp in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $113M | Put options by funds: $74.3M

42% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 50

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

3% more funds holding

Funds holding: 647665 (+18)

5% more capital invested

Capital invested by funds: $15.8B → $16.6B (+$775M)

1.56% less ownership

Funds ownership: 82.27%80.71% (-1.6%)

Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
16.58%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.4%
New
71
Increased
262
Reduced
233
Closed
50
Calls
$113M
Puts
$74.3M
Net Calls
+$38.4M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
601
YorkBridge Wealth Partners
New York
$38K +$12.3K +680 +51%
ACM
602
AUA Capital Management
Pennsylvania
$37K
SIAS
603
Shine Investment Advisory Services
Colorado
$36K +$34.5K +1,905 New
CJA
604
C-J Advisory
California
$33K
MFW
605
Mosaic Family Wealth
Missouri
$33K +$16.3K +901 +108%
FC
606
Ferris Capital
Massachusetts
$33K +$31.5K +1,742 New
AssetMark Inc
607
AssetMark Inc
California
$32K -$1.59K -88 -5%
PHK
608
Point72 Hong Kong
Hong Kong
$29K +$28.3K +1,565 New
BL
609
Balentine LLC
Georgia
$27K +$23.2K +1,284 +713%
IUHSA
610
Itau Unibanco Holding S.A.
Brazil
$24K -$6.15K -340 -21%
GRP
611
Global Retirement Partners
California
$24K -$2.17K -120 -9%
CTC
612
Central Trust Company
Missouri
$23K
RFA
613
Reilly Financial Advisors
California
$23K +$22.6K +1,250 New
EWM
614
Evercore Wealth Management
New York
$22K +$21.7K +1,200 New
WT
615
Whittier Trust
California
$21K
MSFP
616
Mark Sheptoff Financial Planning
Connecticut
$19K -$18 -1 -0.1%
AIS
617
Accurate Investment Solutions
Pennsylvania
$19K
AF
618
Arrow Financial
New York
$19K
PRS
619
Pinkerton Retirement Specialists
Idaho
$19K +$9.05K +500 +94%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$18K +$8.21K +454 +90%
VCM
621
Versant Capital Management
Arizona
$16K
AIL
622
AGF Investments LLC
Ontario, Canada
$15K
NSIM
623
North Star Investment Management
Illinois
$15K
TIM
624
Tortoise Investment Management
New York
$15K
CFG
625
Citizens Financial Group
Rhode Island
$12K

KEY Hedge Fund Activity: Q2 2017 in Review

665 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q2 2017, worth a combined $16.6B — up 4.9% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new KEY positions and 50 closed out — a net gain of 21 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $162M. The largest seller was Capital Research Global Investors, cutting an estimated $301M.

  • 665 institutional investors held KeyCorp (KEY) as of Q2 2017, up from 647 in Q1 2017.
  • Funds reported $16.6B of KeyCorp stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 71 funds opened new KeyCorp positions in Q2 2017 and 50 closed out, a net change of +21 holders.
  • The largest KeyCorp buyer in Q2 2017 was Janus Henderson Group, an estimated $162M added.
  • The largest KeyCorp seller in Q2 2017 was Capital Research Global Investors, an estimated $301M sold.

Based on aggregated 13F filings for Q2 2017.