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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: 1617 (+1)

6% more capital invested

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

5% more funds holding

Funds holding: 673705 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
626
Strategic Wealth Partners
Ohio
$23K +$23.9K +1,266 New
AIS
627
Accurate Investment Solutions
Pennsylvania
$21K
Carson Wealth (CWM LLC)
628
Carson Wealth (CWM LLC)
Nebraska
$21K
OFW
629
Omnia Family Wealth
Florida
$21K +$10.2K +541 +113%
OWA
630
One Wealth Advisors
California
$21K +$19K +1,009 New
KA
631
Kaizen Advisory
Illinois
$21K +$19.5K +1,035 New
AF
632
Arrow Financial
New York
$20K
MSFP
633
Mark Sheptoff Financial Planning
Connecticut
$20K
GT
634
Greenleaf Trust
Michigan
$18K
VFA
635
Virtus Fund Advisers
Connecticut
$17K
CG
636
Cutler Group
California
$16K -$94.3K -5,000 -86%
PFBT
637
Parkside Financial Bank & Trust
Missouri
$16K -$2.49K -132 -14%
FA
638
Fortis Advisors
Pennsylvania
$16K
NSIM
639
North Star Investment Management
Illinois
$16K
TIM
640
Tortoise Investment Management
New York
$16K
HFP
641
Holistic Financial Partners
Indiana
$16K +$14.9K +790 New
CAPTRUST Financial Advisors
642
CAPTRUST Financial Advisors
North Carolina
$16K +$15.2K +805 New
VCM
643
Versant Capital Management
Arizona
$14K
WPA
644
West Paces Advisors
Georgia
$12.1K
JFGIW
645
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
WAP
646
Wealthcare Advisory Partners
Pennsylvania
$12K +$38 +2 +0.3%
FMA
647
FNY Managed Accounts
New York
$12K +$5.45K +289 +89%
TC
648
Telemus Capital
Michigan
$12K +$11.2K +594 New
GTAM
649
Global Trust Asset Management
Florida
$12K +$11.3K +600 New
ATC
650
Adirondack Trust Company
New York
$11K

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.