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797 hedge funds and large institutions have $11B invested in KeyCorp in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 248 increasing their positions, 300 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 57

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

88% more call options, than puts

Call options by funds: $156M | Put options by funds: $83.2M

37% more capital invested

Capital invested by funds: $8.01B → $11B (+$2.97B)

11% more funds holding

Funds holding: 720797 (+77)

2.01% more ownership

Funds ownership: 79.41%81.42% (+2%)

17% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 300

Holders
797
Holders Change
+77
Holders Change %
+10.69%
% of All Funds
11.62%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
142
Increased
248
Reduced
300
Closed
57
Calls
$156M
Puts
$83.2M
Net Calls
+$73.2M
Net Calls Change
+$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58B -$237K -19,923 -0%
BlackRock
2
BlackRock
New York
$1.38B -$59.7M -5,024,415 -5%
State Street
3
State Street
Massachusetts
$699M +$18.1M +1,528,296 +3%
Morgan Stanley
4
Morgan Stanley
New York
$570M +$300M +25,263,290 +176%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$532M +$61.6M +5,185,905 +16%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$398M -$55.8M -4,702,279 -15%
Charles Schwab
7
Charles Schwab
California
$337M +$3.43M +289,258 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$297M +$6.26M +527,108 +3%
OTPPB
9
Ontario Teachers' Pension Plan Board
Ontario, Canada
$287M -$66.4M -5,594,850 -22%
Citadel Advisors
10
Citadel Advisors
Florida
$259M -$50M -4,209,816 -19%
Invesco
11
Invesco
Georgia
$258M +$1.01M +84,873 +0.5%
Millennium Management
12
Millennium Management
New York
$227M +$148M +12,430,798 +369%
Northern Trust
13
Northern Trust
Illinois
$156M +$52.9K +4,457 +0%
Goldman Sachs
14
Goldman Sachs
New York
$151M -$8.76M -737,592 -7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$148M +$10.7M +902,032 +10%
EARNEST Partners
16
EARNEST Partners
Georgia
$129M +$7.23M +609,001 +7%
Norges Bank
17
Norges Bank
Norway
$128M +$6.2M +522,413 +6%
Bank of America
18
Bank of America
North Carolina
$127M -$11M -924,806 -10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$90.7M -$9.53M -802,715 -11%
Barclays
20
Barclays
United Kingdom
$80.9M +$30.5M +2,566,968 +84%
Legal & General Group
21
Legal & General Group
United Kingdom
$79.8M -$4.64M -390,637 -7%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$71M -$6.84M -575,881 -10%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$70.2M -$11.1M -936,682 -16%
CVA
24
Ceredex Value Advisors
Florida
$64.4M +$53.1M +4,473,648 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$63.9M -$1.36M -114,240 -3%

KEY Hedge Fund Activity: Q4 2023 in Review

797 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KeyCorp (KEY) for Q4 2023, worth a combined $11B — up 37% from $8.01B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new KEY positions and 57 closed out — a net gain of 85 holders — while 248 added to existing stakes and 300 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $300M. The largest seller was Capital International Investors, exiting entirely with an estimated $151M sold.

  • 797 institutional investors held KeyCorp (KEY) as of Q4 2023, up from 720 in Q3 2023.
  • Funds reported $11B of KeyCorp stock for Q4 2023, up 37% quarter-over-quarter.
  • 142 funds opened new KeyCorp positions in Q4 2023 and 57 closed out, a net change of +85 holders.
  • The largest KeyCorp buyer in Q4 2023 was Morgan Stanley, an estimated $300M added.
  • The largest KeyCorp seller in Q4 2023 was Capital International Investors, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2023.