We are live on ! Find out more

793 hedge funds and large institutions have $16B invested in KeyCorp in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 254 increasing their positions, 278 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 57

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more capital invested

Capital invested by funds: $14.2B → $16B (+$1.8B)

6% more funds holding

Funds holding: 747793 (+46)

8% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $51M

0.95% more ownership

Funds ownership: 79.6%80.55% (+0.95%)

9% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 278

Holders
793
Holders Change
+46
Holders Change %
+6.16%
% of All Funds
15.63%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
118
Increased
254
Reduced
278
Closed
57
Calls
$55.1M
Puts
$51M
Net Calls
+$4.1M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
701
Evoke Wealth
California
$18.3K -$358 -19 -2%
OAJ
702
Ogorek Anthony Joseph
New York
$18K +$19 +1 +0.1%
BWM
703
Baystate Wealth Management
Massachusetts
$18K +$151 +8 +0.9%
APWM
704
Atlas Private Wealth Management
New York
$18K +$16.6K +878 New
NIM
705
NuWave Investment Management
New Jersey
$17K -$245K -12,998 -94%
LWCFA
706
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K
VRM
707
Vectors Research Management
New York
$17K
PFBT
708
Parkside Financial Bank & Trust
Missouri
$17K +$1.47K +78 +10%
NFG
709
Next Financial Group
Texas
$16K -$943 -50 -6%
AF
710
Arrow Financial
New York
$16K
BWA
711
BDO Wealth Advisors
Florida
$16K
TIM
712
Tortoise Investment Management
New York
$16K
FIB
713
First Interstate Bank
Montana
$16K +$14.9K +792 New
CT
714
Caldwell Trust
Florida
$15.8K +$14.7K +780 New
ACM
715
Allred Capital Management
Texas
$15.2K +$14.1K +750 New
CAL
716
Capital Advisors Ltd
Ohio
$15K +$132 +7 +1%
BC
717
Barnett & Company
Tennessee
$15K +$13.6K +722 New
TF
718
Tompkins Financial
New York
$14K -$21.3K -1,130 -63%
FHA
719
First Horizon Advisors
Tennessee
$14K
ONST
720
Old North State Trust
North Carolina
$14K
TSW
721
Thompson Siegel & Walmsley
Virginia
$14K
WOC
722
West Oak Capital
California
$14K +$13.2K +700 New
FCM
723
Firestone Capital Management
Florida
$13K +$12.3K +650 New
HIA
724
Harbor Investment Advisory
Maryland
$12K +$11.6K +615 New
TFO
725
Tarbox Family Office
California
$11K -$830 -44 -7%

KEY Hedge Fund Activity: Q4 2019 in Review

793 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q4 2019, worth a combined $16B — up 13% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new KEY positions and 57 closed out — a net gain of 61 holders — while 254 added to existing stakes and 278 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $158M.

  • 793 institutional investors held KeyCorp (KEY) as of Q4 2019, up from 747 in Q3 2019.
  • Funds reported $16B of KeyCorp stock for Q4 2019, up 13% quarter-over-quarter.
  • 118 funds opened new KeyCorp positions in Q4 2019 and 57 closed out, a net change of +61 holders.
  • The largest KeyCorp buyer in Q4 2019 was Citadel Advisors, an estimated $122M added.
  • The largest KeyCorp seller in Q4 2019 was JP Morgan Chase, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2019.