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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
CAM
851
Congress Asset Management
Massachusetts
– -$157K -10,905 Closed
IAA
852
Independent Advisor Alliance
North Carolina
– -$150K -10,433 Closed
PCM
853
Prelude Capital Management
New York
– -$149K -10,343 Closed
EP
854
Edgestream Partners
New Jersey
– -$146K -10,150 Closed
W
855
WPWealth
Texas
– -$145K -10,071 Closed
BWA
856
Brave Warrior Advisors
New York
– -$144K -10,000 Closed
RAG
857
RIA Advisory Group
Iowa
– -$207K -6,203 Closed
PS
858
Planned Solutions
California
– -$78.7K -5,465 Closed
TVAMP
859
Tennessee Valley Asset Management Partners
Tennessee
– -$59.3K -4,116 Closed
FF
860
Friedenthal Financial
New Jersey
– -$47.1K -3,273 Closed
WTG
861
West Tower Group
Virginia
– -$42.5K -2,950 Closed
TCWA
862
Turtle Creek Wealth Advisors
Texas
– -$38.7K -2,688 Closed
OP
863
ORG Partners
Indiana
– -$19.4K -1,349 Closed
CCM
864
Chilton Capital Management
Texas
– -$16.6K -1,150 Closed
PP
865
Pacifica Partners
Canada
– -$14.2K -1,100 Closed
GWS
866
Glassman Wealth Services
Virginia
– -$14.8K -1,026 Closed
DAC
867
Dividend Assets Capital
South Carolina
– -$14K -987 Closed
BLC
868
Brown, Lisle/Cummings
Rhode Island
– -$10.8K -750 Closed
MRCM
869
M&R Capital Management
New Jersey
– -$8.88K -617 Closed
FIA
870
FNY Investment Advisers
New York
– -$7K -500 Closed
LA
871
LM Advisors
California
– -$7.2K -500 Closed
RIM
872
Rockbridge Investment Management
New York
– -$6.74K -468 Closed
TWM
873
Tradition Wealth Management
Minnesota
– -$7K -452 Closed
LIWM
874
Long Island Wealth Management
New York
– -$5K -325 Closed
Loomis, Sayles & Company
875
Loomis, Sayles & Company
Massachusetts
– -$4K -258 Closed
32 33 34
35
36

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.