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750 hedge funds and large institutions have $23.5B invested in KeyCorp in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 277 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $16.6B → $23.5B (+$6.94B)

32% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $41.8M

31% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 61

2% more funds holding

Funds holding: 736750 (+14)

0.83% less ownership

Funds ownership: 80.07%79.24% (-0.83%)

12% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 277

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
750
Holders Change
+14
Holders Change %
+1.9%
% of All Funds
17.15%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.23%
New
80
Increased
243
Reduced
277
Closed
61
Calls
$55.2M
Puts
$41.8M
Net Calls
+$13.4M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
651
Sandy Spring Bank
Maryland
$35K +$36.3K +1,750 New
FC
652
Ferris Capital
Massachusetts
$34K -$5.79K -279 -14%
CG
653
Cutler Group
California
$33K -$41.5K -2,000 -54%
CAPTRUST Financial Advisors
654
CAPTRUST Financial Advisors
North Carolina
$32K
FCB
655
First Command Bank
Texas
$32K
FCFS
656
First Command Financial Services
Texas
$32K
MUS
657
Mitsubishi UFJ Securities
Japan
$32K
MDCM
658
Morgan Dempsey Capital Management
Wisconsin
$32K
TC
659
Truvestments Capital
Florida
$32K +$33.2K +1,600 New
Carson Wealth (CWM LLC)
660
Carson Wealth (CWM LLC)
Nebraska
$31K +$3.12K +150 +11%
RE
661
RBC Europe
United Kingdom
$30.2K
VNA
662
Valley National Advisers
Pennsylvania
$30K -$17.4K -838 -36%
CJA
663
C-J Advisory
California
$30K
ONST
664
Old North State Trust
North Carolina
$29K +$31K +1,493 New
GRP
665
Global Retirement Partners
California
$28K -$5.09K -245 -15%
HCM
666
Hilton Capital Management
New York
$27K
RMC
667
Resources Management Corp
Connecticut
$27K +$28.2K +1,360 New
IFAM
668
Institutional & Family Asset Management
Colorado
$23K -$1.87K -90 -7%
ME
669
McIlrath & Eck
Washington
$22K
SMFS
670
Squar Milner Financial Services
California
$22K
FDCDDQ
671
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K -$7.87K -379 -26%
AIS
672
Accurate Investment Solutions
Pennsylvania
$21K
AF
673
Arrow Financial
New York
$20K
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$20K
OWA
675
One Wealth Advisors
California
$20K

KEY Hedge Fund Activity: Q3 2018 in Review

750 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q3 2018, worth a combined $23.5B — up 42% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new KEY positions and 61 closed out — a net gain of 19 holders — while 243 added to existing stakes and 277 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Citadel Advisors, cutting an estimated $401M.

  • 750 institutional investors held KeyCorp (KEY) as of Q3 2018, up from 736 in Q2 2018.
  • Funds reported $23.5B of KeyCorp stock for Q3 2018, up 42% quarter-over-quarter.
  • 80 funds opened new KeyCorp positions in Q3 2018 and 61 closed out, a net change of +19 holders.
  • The largest KeyCorp buyer in Q3 2018 was JP Morgan Chase, an estimated $191M added.
  • The largest KeyCorp seller in Q3 2018 was Citadel Advisors, an estimated $401M sold.

Based on aggregated 13F filings for Q3 2018.