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782 hedge funds and large institutions have $9.5B invested in KeyCorp in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 285 increasing their positions, 275 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $119M | Put options by funds: $102M

4% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 275

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 82.82%81.49% (-1.3%)

5% less funds holding

Funds holding: 820782 (-38)

16% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 134

28% less capital invested

Capital invested by funds: $13.3B → $9.5B (-$3.77B)

Holders
782
Holders Change
-38
Holders Change %
-4.63%
% of All Funds
12.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
113
Increased
285
Reduced
275
Closed
134
Calls
$119M
Puts
$102M
Net Calls
+$16.8M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
876
Cassaday & Co Wealth Management
Virginia
-$185K -10,613 Closed
KIG
877
Kowal Investment Group
Wisconsin
-$182K -10,429 Closed
WS
878
Wedbush Securities
California
-$179K -10,290 Closed
FMC
879
First Merchants Corp
Indiana
-$178K -10,227 Closed
MCC
880
Money Concepts Capital
Florida
-$93.2K -5,349 Closed
ZIG
881
Zullo Investment Group
Pennsylvania
-$72.5K -4,162 Closed
LS
882
Leelyn Smith
Illinois
-$57.5K -3,300 Closed
GTCM
883
Gyon Technologies Capital Management
New Jersey
-$55.5K -3,188 Closed
VCM
884
Vigilant Capital Management
Maine
-$44K -2,547 Closed
DCM
885
Dupont Capital Management
Delaware
-$37.9K -2,177 Closed
USCWA
886
U.S. Capital Wealth Advisors
Texas
-$34.6K -1,989 Closed
ACM
887
AUA Capital Management
Pennsylvania
-$34K -1,950 Closed
RDIA
888
RE Dickinson Investment Advisors
Iowa
-$32K -1,830 Closed
VF
889
VitalStone Financial
Texas
-$19K -1,070 Closed
RFS
890
Retirement Financial Solutions
Tennessee
-$18.3K -1,049 Closed
WB
891
Webster Bank
Connecticut
-$12K -709 Closed
ETC
892
Exchange Traded Concepts
Oklahoma
-$11.1K -640 Closed
ATC
893
Adirondack Trust Company
New York
-$9.44K -542 Closed
MFG
894
Mendota Financial Group
Wisconsin
-$8.71K -500 Closed
OA
895
Operose Advisors
Wisconsin
-$8.69K -499 Closed
MWM
896
MinichMacGregor Wealth Management
New York
-$7.05K -405 Closed
CMA
897
Cedar Mountain Advisors
Oregon
-$6.57K -377 Closed
RBC
898
Romano Brothers & Co
Illinois
-$5.33K -306 Closed
BHWM
899
Beaird Harris Wealth Management
Texas
-$3.26K -187 Closed
PPWM
900
PFG Private Wealth Management
Florida
-$3K -171 Closed

KEY Hedge Fund Activity: Q1 2023 in Review

782 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q1 2023, worth a combined $9.5B — down 28% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of KEY and 113 opened new positions — a net loss of 21 holders — while 275 trimmed existing stakes and 285 added.

The largest buyer was Capital International Investors, adding an estimated $448M. The largest seller was Boston Partners, cutting an estimated $549M.

  • 782 institutional investors held KeyCorp (KEY) as of Q1 2023, down from 820 in Q4 2022.
  • Funds reported $9.5B of KeyCorp stock for Q1 2023, down 28% quarter-over-quarter.
  • 113 funds opened new KeyCorp positions in Q1 2023 and 134 closed out, a net change of -21 holders.
  • The largest KeyCorp buyer in Q1 2023 was Capital International Investors, an estimated $448M added.
  • The largest KeyCorp seller in Q1 2023 was Boston Partners, an estimated $549M sold.

Based on aggregated 13F filings for Q1 2023.