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KeyCorp
KEY

729 hedge funds and large institutions have $16.9B invested in KeyCorp in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 251 increasing their positions, 264 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 60

3% more funds holding

Funds holding: 705 → 729 (+24)

1.76% more ownership

Funds ownership: 80.6% → 82.36% (+1.8%)

1% more call options, than puts

Call options by funds: $48.3M | Put options by funds: $47.8M

3% less capital invested

Capital invested by funds: $17.5B → $16.9B (-$556M)

5% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 264

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

Holders
729
Holders Change
+24
Holders Change %
+3.4%
% of All Funds
16.71%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
94
Increased
251
Reduced
264
Closed
60
Calls
$48.3M
Puts
$47.8M
Net Calls
+$467K
Net Calls Change
-$22.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$266M
2
EVM
Eaton Vance Management
Massachusetts
+$163M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$109M
4
Millennium Management
Millennium Management
New York
+$90.5M
5
Morgan Stanley
Morgan Stanley
New York
+$59.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$178M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$133M
3
Invesco
Invesco
Georgia
-$120M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$69.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
676
Bray Capital Advisors
Florida
$10K +$10.8K +514 New
SLF
677
Sun Life Financial
Ontario, Canada
$9.72K -$45.7K -2,180 -92%
AWA
678
Acorn Wealth Advisors
Michigan
$9K – – –
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
VCM
680
Vigilant Capital Management
Maine
$9K +$9.18K +438 New
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
FIB
682
First Interstate Bank
Montana
$8K – – –
HT
683
Heritage Trust
Oklahoma
$8K – – –
PFGIA
684
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
PCP
685
Proficio Capital Partners
Massachusetts
$8K +$63 +3 +0.8%
IIC
686
Integrated Investment Consultants
Michigan
$8K +$8.13K +388 New
APP
687
Avantax Planning Partners
Iowa
$8K +$9.62K +459 New
CCM
688
Covington Capital Management
California
$7K – – –
CFD
689
Creative Financial Designs
Indiana
$7K – – –
MWM
690
MinichMacGregor Wealth Management
New York
$7K – – –
TL
691
TrueWealth LLC
Georgia
$7K – – –
AP
692
Atwood & Palmer
Missouri
$6K – – –
GWS
693
Glassman Wealth Services
Virginia
$6K – – –
AC
694
Avestar Capital
New York
$6K +$3.67K +175 +58%
OGC
695
Oak Grove Capital
New Hampshire
$6K +$6.79K +324 New
AIL
696
AGF Investments LLC
Ontario, Canada
$5K -$1.17K -56 -19%
KF
697
Krilogy Financial
Missouri
$5K – – –
TFS
698
TrustCore Financial Services
Tennessee
$5K – – –
TFO
699
Tarbox Family Office
California
$5K +$755 +36 +17%
TWA
700
TCI Wealth Advisors
Arizona
$5K +$3.77K +180 +207%
26 27
28
29 30

KEY Hedge Fund Activity: Q1 2018 in Review

729 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q1 2018, worth a combined $16.9B — down 3.2% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new KEY positions and 60 closed out — a net gain of 34 holders — while 251 added to existing stakes and 264 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $266M. The largest seller was Citadel Advisors, cutting an estimated $178M.

  • 729 institutional investors held KeyCorp (KEY) as of Q1 2018, up from 705 in Q4 2017.
  • Funds reported $16.9B of KeyCorp stock for Q1 2018, down 3.2% quarter-over-quarter.
  • 94 funds opened new KeyCorp positions in Q1 2018 and 60 closed out, a net change of +34 holders.
  • The largest KeyCorp buyer in Q1 2018 was Wellington Management Group, an estimated $266M added.
  • The largest KeyCorp seller in Q1 2018 was Citadel Advisors, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2018.