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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
OAJ
701
Ogorek Anthony Joseph
New York
$10K +$11.4K +550 New
HT
702
Heritage Trust
Oklahoma
$9K
FMII
703
Farmers & Merchants Investments Inc
Nebraska
$9K +$644 +31 +7%
PCP
704
Proficio Capital Partners
Massachusetts
$9K +$706 +34 +8%
CIA
705
CSat Investment Advisory
Michigan
$9K +$1.12K +54 +14%
APP
706
Avantax Planning Partners
Iowa
$9K +$9.35K +450 New
MWM
707
MinichMacGregor Wealth Management
New York
$8K
TFA
708
Transamerica Financial Advisors
Florida
$8K +$7.93K +382 +3,820%
CCM
709
Covington Capital Management
California
$7K
GWS
710
Glassman Wealth Services
Virginia
$7K
TL
711
TrueWealth LLC
Georgia
$7K
CFD
712
Creative Financial Designs
Indiana
$7K +$208 +10 +3%
AP
713
Atwood & Palmer
Missouri
$6K
TWA
714
TCI Wealth Advisors
Arizona
$6K +$249 +12 +4%
TAIM
715
TD Ameritrade Investment Management
Nebraska
$6K +$4.05K +195 +199%
NIM
716
NuWave Investment Management
New Jersey
$6K +$5.17K +249 +711%
RA
717
Rational Advisors
New York
$6K +$5.17K +249 +711%
TRCT
718
Tower Research Capital (TRC)
New York
$5K -$49.1K -2,363 -91%
OFW
719
Omnia Family Wealth
Florida
$5K -$5.09K -245 -51%
ACS
720
Archford Capital Strategies
Illinois
$5K
FEG
721
Financial Enhancement Group
Indiana
$5K
JCM
722
Jacobi Capital Management
Pennsylvania
$5K
TFO
723
Tarbox Family Office
California
$5K
CAG
724
Csenge Advisory Group
Florida
$5K +$6.81K +328 New
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$4.58K -$935 -45 -16%

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.