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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
TIM
601
Tortoise Investment Management
New York
$24.9K -$8.66K -782 -25%
MCM
602
MV Capital Management
Maryland
$24.7K -$177 -16 -0.7%
CB
603
CNB Bank
Pennsylvania
$24.7K +$5.34K +482 +27%
S
604
SignatureFD
Georgia
$23.9K -$9.06K -818 -27%
SSG
605
Summit Securities Group
New York
$23K +$9.71K +877 +72%
FPB
606
First PREMIER Bank
South Dakota
$22K +$11.1K +1,000 +100%
FGAM
607
Financial Gravity Asset Management
Texas
$20.5K +$22.5K +2,029 +22,544%
AWM
608
Abound Wealth Management
Tennessee
$20K +$199 +18 +1%
GBT
609
Grove Bank & Trust
Florida
$18.9K -$211K -19,026 -92%
FWM
610
Focused Wealth Management
New York
$18.5K +$100 +9 +0.5%
GWM
611
Geneos Wealth Management
Colorado
$18.2K -$6.73K -608 -26%
AF
612
Advisornet Financial
Minnesota
$17.8K -$43.5K -3,926 -70%
DGAM
613
Desjardins Global Asset Management
Quebec, Canada
$17.5K -$75.3K -6,804 -81%
TH
614
TCTC Holdings
Texas
$17K
RTC
615
Riverview Trust Company
Washington
$16.2K
MSFP
616
Mark Sheptoff Financial Planning
Connecticut
$15.9K
AFG
617
Albion Financial Group
Utah
$15.1K
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$15K -$12.6K -1,141 -44%
BCWM
619
Bartlett & Co Wealth Management
Ohio
$14.3K
BC
620
Bartlett & Co
Ohio
$14K
CAL
621
Capital Advisors Ltd
Ohio
$14K +$221 +20 +2%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$13.9K -$1.53K -138 -9%
SCM
623
Silvant Capital Management
Georgia
$13.9K
CPG
624
Cornerstone Planning Group
New Jersey
$13.2K +$1.21K +109 +10%
EWA
625
EverSource Wealth Advisors
Alabama
$12.6K -$1.21K -109 -9%

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.