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782 hedge funds and large institutions have $9.5B invested in KeyCorp in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 285 increasing their positions, 275 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $119M | Put options by funds: $102M

4% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 275

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 82.82%81.49% (-1.3%)

5% less funds holding

Funds holding: 820782 (-38)

16% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 134

28% less capital invested

Capital invested by funds: $13.3B → $9.5B (-$3.77B)

Holders
782
Holders Change
-38
Holders Change %
-4.63%
% of All Funds
12.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
113
Increased
285
Reduced
275
Closed
134
Calls
$119M
Puts
$102M
Net Calls
+$16.8M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
651
Caldwell Trust
Florida
$36.8K
WAS
652
Winch Advisory Services
Wisconsin
$34K +$45.4K +2,689 New
VCM
653
Versant Capital Management
Arizona
$33.9K +$19.5K +1,155 +74%
DCBT
654
Dakota Community Bank & Trust
North Dakota
$33.7K +$20K +1,185 +79%
GFPC
655
Global Financial Private Client
Florida
$32.8K
CI Investments Inc
656
CI Investments Inc
Ontario, Canada
$31K -$2.82K -167 -6%
DMBA
657
Deseret Mutual Benefit Administrators
Utah
$30K
RFA
658
Register Financial Advisors
Georgia
$29.4K +$8.16K +483 +26%
CAL
659
Capital Advisors Ltd
Ohio
$29K +$10.2K +601 +35%
RTC
660
Riverview Trust Company
Washington
$27.7K
BWA
661
BDO Wealth Advisors
Florida
$26.3K +$16.9K +1,000 +91%
TIM
662
Tortoise Investment Management
New York
$26.2K
C
663
Covestor
United Kingdom
$26K -$90.5K -5,359 -72%
BAAM
664
Baker Avenue Asset Management
California
$25K -$300K -17,786 -90%
CA
665
Crewe Advisors
Utah
$25K +$33.8K +2,000 New
AFG
666
Albion Financial Group
Utah
$24.1K +$17.3K +1,025 +114%
SSG
667
Summit Securities Group
New York
$23K +$13.3K +787 +75%
SIC
668
Salem Investment Counselors
North Carolina
$22.9K +$12.7K +750 +69%
CB
669
CNB Bank
Pennsylvania
$22.7K
AAS
670
Ameritas Advisory Services
Nebraska
$22.3K -$141K -8,376 -82%
AWM
671
Abound Wealth Management
Tennessee
$22K +$26.1K +1,543 +724%
CT
672
Colonial Trust
South Carolina
$21.7K -$16.2K -961 -36%
CSPAM
673
Cary Street Partners Asset Management
Virginia
$21.3K -$57.4K -3,400 -67%
GWS
674
Glassman Wealth Services
Virginia
$21.2K -$6.86K -406 -19%
TH
675
TCTC Holdings
Texas
$19.8K

KEY Hedge Fund Activity: Q1 2023 in Review

782 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q1 2023, worth a combined $9.5B — down 28% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of KEY and 113 opened new positions — a net loss of 21 holders — while 275 trimmed existing stakes and 285 added.

The largest buyer was Capital International Investors, adding an estimated $448M. The largest seller was Boston Partners, cutting an estimated $549M.

  • 782 institutional investors held KeyCorp (KEY) as of Q1 2023, down from 820 in Q4 2022.
  • Funds reported $9.5B of KeyCorp stock for Q1 2023, down 28% quarter-over-quarter.
  • 113 funds opened new KeyCorp positions in Q1 2023 and 134 closed out, a net change of -21 holders.
  • The largest KeyCorp buyer in Q1 2023 was Capital International Investors, an estimated $448M added.
  • The largest KeyCorp seller in Q1 2023 was Boston Partners, an estimated $549M sold.

Based on aggregated 13F filings for Q1 2023.