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KeyCorp
KEY

705 hedge funds and large institutions have $17.5B invested in KeyCorp in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 227 increasing their positions, 252 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 67

55% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $40.8M

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

6% more capital invested

Capital invested by funds: $16.5B → $17.5B (+$970M)

5% more funds holding

Funds holding: 673 → 705 (+32)

0.08% less ownership

Funds ownership: 80.67% → 80.6% (-0.08%)

10% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 252

Holders
705
Holders Change
+32
Holders Change %
+4.75%
% of All Funds
15.99%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
106
Increased
227
Reduced
252
Closed
67
Calls
$63.4M
Puts
$40.8M
Net Calls
+$22.6M
Net Calls Change
-$4.45M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$174M
2
Goldman Sachs
Goldman Sachs
New York
+$162M
3
Boston Partners
Boston Partners
Massachusetts
+$134M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$122M
5
EVM
Eaton Vance Management
Massachusetts
+$91.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$161M
3
Millennium Management
Millennium Management
New York
-$149M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$137M
5
Invesco
Invesco
Georgia
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
601
Cornerstone Advisors (Washington)
Washington
$42K – – –
PMFA
602
Plante Moran Financial Advisors
Michigan
$40K – – –
IBOK
603
Independence Bank of Kentucky
Kentucky
$40K +$37.7K +2,000 New
ACM
604
AUA Capital Management
Pennsylvania
$39K – – –
AFNAS
605
American Financial Network Advisory Services
California
$38K – – –
SIAS
606
Shine Investment Advisory Services
Colorado
$38K – – –
MFW
607
Mosaic Family Wealth
Missouri
$35K +$19 +1 +0.1%
WEC
608
Winslow Evans & Crocker
Massachusetts
$34.1K -$14.4K -764 -31%
AIM
609
Advantage Investment Management
Iowa
$34K -$15.7K -832 -33%
IWM
610
IHT Wealth Management
Illinois
$34K -$5.77K -306 -16%
FCB
611
First Command Bank
Texas
$33K – – –
FCFS
612
First Command Financial Services
Texas
$33K – – –
CJA
613
C-J Advisory
California
$32K – – –
MUS
614
Mitsubishi UFJ Securities
Japan
$32K – – –
GRP
615
Global Retirement Partners
California
$31K +$5.15K +273 +21%
CA
616
Calton & Associates
Florida
$31K +$27.5K +1,457 New
DCM
617
Delpha Capital Management
New York
$31K +$29.1K +1,544 New
RE
618
RBC Europe
United Kingdom
$30.7K – – –
BL
619
Balentine LLC
Georgia
$30K – – –
CTC
620
Central Trust Company
Missouri
$27K – – –
FRA
621
Front Row Advisors
California
$26K +$24.2K +1,283 New
RFA
622
Reilly Financial Advisors
California
$25K – – –
EWM
623
Evercore Wealth Management
New York
$24K – – –
WT
624
Whittier Trust
California
$23K – – –
ME
625
McIlrath & Eck
Washington
$23K +$21.3K +1,127 New
23 24
25
26 27

KEY Hedge Fund Activity: Q4 2017 in Review

705 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q4 2017, worth a combined $17.5B — up 5.9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new KEY positions and 67 closed out — a net gain of 39 holders — while 227 added to existing stakes and 252 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $174M. The largest seller was JP Morgan Chase, cutting an estimated $220M.

  • 705 institutional investors held KeyCorp (KEY) as of Q4 2017, up from 673 in Q3 2017.
  • Funds reported $17.5B of KeyCorp stock for Q4 2017, up 5.9% quarter-over-quarter.
  • 106 funds opened new KeyCorp positions in Q4 2017 and 67 closed out, a net change of +39 holders.
  • The largest KeyCorp buyer in Q4 2017 was Citadel Advisors, an estimated $174M added.
  • The largest KeyCorp seller in Q4 2017 was JP Morgan Chase, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2017.