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KeyCorp
KEY

796 hedge funds and large institutions have $11.8B invested in KeyCorp in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 274 increasing their positions, 292 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $159M | Put options by funds: $115M

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$801M)

9% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 89

0% less funds holding

Funds holding: 797 → 796 (-1)

6% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 292

1.56% less ownership

Funds ownership: 81.42% → 79.86% (-1.6%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
796
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
97
Increased
274
Reduced
292
Closed
89
Calls
$159M
Puts
$115M
Net Calls
+$43.7M
Net Calls Change
-$29.4M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$261M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
3
Charles Schwab
Charles Schwab
California
+$99M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$39.2M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$359M
2
Citadel Advisors
Citadel Advisors
Florida
-$228M
3
Millennium Management
Millennium Management
New York
-$134M
4
ZIG
Zurich Insurance Group
Switzerland
-$49.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
776
Key Financial Inc
Pennsylvania
$1.56K – – –
VWA
777
Valued Wealth Advisors
Utah
$1.54K +$1.04K +72 +288%
TFM
778
TFC Financial Management
Massachusetts
$1.31K +$1.2K +83 New
DPW
779
DiNuzzo Private Wealth
Pennsylvania
$1.12K -$43 -3 -4%
FGAM
780
Financial Gravity Asset Management
Texas
$1.11K -$28.9K -2,000 -97%
KHC
781
Koesten Hirschmann & Crabtree
Kansas
$1.08K +$982 +68 New
GI
782
Gradient Investments
Minnesota
$1.01K -$2.72K -188 -75%
TFA
783
Transamerica Financial Advisors
Florida
$1K – – –
CAM
784
ClariVest Asset Management
California
$923 – – –
WIA
785
Wetzel Investment Advisors
Indiana
$906 – – –
LC
786
Lindbrook Capital
California
$696 +$636 +44 New
ECM
787
Everence Capital Management
Indiana
$522 – – –
AP
788
Aspect Partners
Virginia
$506 – – –
TCM
789
Tradewinds Capital Management
Washington
$396 – – –
SWA
790
SOA Wealth Advisors
New York
$384 – – –
NI
791
NCP Inc
California
$379 +$347 +24 New
AGWCA
792
Annis Gardner Whiting Capital Advisors
Florida
$317 +$289 +20 New
TWP
793
TFO Wealth Partners
Ohio
$300 – – –
LFG
794
Larson Financial Group
Missouri
$175 – – –
WA
795
WestEnd Advisors
North Carolina
$63 +$58 +4 New
GCS
796
Gordian Capital (Singapore)
Singapore
$32 – – –
DWM
797
Dogwood Wealth Management
Kansas
$2 – – –
ZIG
798
Zurich Insurance Group
Switzerland
– -$49.3M -3,421,255 Closed
Point72 Asset Management
799
Point72 Asset Management
Connecticut
– -$31.3M -2,176,358 Closed
JAM
800
Jupiter Asset Management
United Kingdom
– -$10.5M -728,837 Closed
30 31
32
33 34

KEY Hedge Fund Activity: Q1 2024 in Review

796 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q1 2024, worth a combined $11.8B — up 7.3% from $11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new KEY positions and 89 closed out — a net gain of 8 holders — while 274 added to existing stakes and 292 trimmed.

The largest buyer was Diamond Hill Capital Management, opening a new position worth an estimated $261M. The largest seller was Morgan Stanley, cutting an estimated $359M.

  • 796 institutional investors held KeyCorp (KEY) as of Q1 2024, down from 797 in Q4 2023.
  • Funds reported $11.8B of KeyCorp stock for Q1 2024, up 7.3% quarter-over-quarter.
  • 97 funds opened new KeyCorp positions in Q1 2024 and 89 closed out, a net change of +8 holders.
  • The largest KeyCorp buyer in Q1 2024 was Diamond Hill Capital Management, an estimated $261M added.
  • The largest KeyCorp seller in Q1 2024 was Morgan Stanley, an estimated $359M sold.

Based on aggregated 13F filings for Q1 2024.