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827 hedge funds and large institutions have $17.6B invested in KeyCorp in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 288 increasing their positions, 259 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 259

8% more funds holding

Funds holding: 765827 (+62)

5% more capital invested

Capital invested by funds: $16.8B → $17.6B (+$769M)

0.75% more ownership

Funds ownership: 81.59%82.35% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

11% less call options, than puts

Call options by funds: $58.8M | Put options by funds: $65.9M

Holders
827
Holders Change
+62
Holders Change %
+8.1%
% of All Funds
12.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
124
Increased
288
Reduced
259
Closed
51
Calls
$58.8M
Puts
$65.9M
Net Calls
-$7.09M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
851
Global Retirement Partners
California
-$80K -3,691 Closed
MC
852
Maverick Capital
Texas
-$65K -3,007 Closed
IWA
853
IBEX Wealth Advisors
New Jersey
-$58K -2,700 Closed
CI
854
CX Institutional
Indiana
-$46K -2,147 Closed
BC
855
Bartlett & Co
Ohio
-$29K -1,333 Closed
BCWM
856
Bartlett & Co Wealth Management
Ohio
-$28.8K -1,333 Closed
WLPWM
857
Walled Lake Planning & Wealth Management
Illinois
-$28K -1,272 Closed
KIG
858
Kowal Investment Group
Wisconsin
-$24K -1,129 Closed
DOA
859
D'Orazio & Associates
Virginia
-$24K -1,101 Closed
LWM
860
Liberty Wealth Management
California
-$17K -746 Closed
UFF
861
USA Financial Formulas
Michigan
-$15K -673 Closed
FCM
862
Firestone Capital Management
Florida
-$13K -650 Closed
LWCFA
863
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8K -360 Closed
RA
864
Resolute Advisors
California
-$7K -346 Closed
Capstone Investment Advisors
865
Capstone Investment Advisors
New York
-$6.61K -285 -100%
APWA
866
Atlas Private Wealth Advisors
New Jersey
-$6K -276 Closed
JCM
867
Jacobi Capital Management
Pennsylvania
-$5K -228 Closed
FCAS
868
First Command Advisory Services
Texas
-$2K -109 Closed
SSC
869
Syverson Strege & Co
Iowa
-$2K -109 Closed
CAC
870
Certified Advisory Corp
Florida
-$2K -92 Closed
MA
871
MCF Advisors
Kentucky
-$2K -78 Closed
FFA
872
Freedman Financial Associates
Massachusetts
-$2K -77 Closed
FFWM
873
Future Financial Wealth Management
Ohio
+$23 +1 New
BA
874
Bivin & Associates
Oklahoma
+$464 +20 New
KFP
875
KB Financial Partners
New Jersey
+$464 +20 New

KEY Hedge Fund Activity: Q4 2021 in Review

827 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q4 2021, worth a combined $17.6B — up 4.6% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new KEY positions and 51 closed out — a net gain of 73 holders — while 288 added to existing stakes and 259 trimmed.

The largest buyer was Capital International Investors, adding an estimated $153M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $127M.

  • 827 institutional investors held KeyCorp (KEY) as of Q4 2021, up from 765 in Q3 2021.
  • Funds reported $17.6B of KeyCorp stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 124 funds opened new KeyCorp positions in Q4 2021 and 51 closed out, a net change of +73 holders.
  • The largest KeyCorp buyer in Q4 2021 was Capital International Investors, an estimated $153M added.
  • The largest KeyCorp seller in Q4 2021 was Fuller & Thaler Asset Management, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2021.