KEY β€” KEYCORP NEW

Ownership history in Walleye Capital LLC  Β·  45 quarters on record

This page tracks every 13F SEC filing in which Walleye Capital LLC reported a position in KEYCORP NEW (KEY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.38% (2020 Q3)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2018 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
45

Position Intelligence

Walleye Capital LLC Γ— KEY AI Analytics

πŸ“‰ Walleye Capital LLC underperformed the S&P 500 by –0.7% annually on this KEY position. Timing score: 42% (18/43 decisions correct). Average cost basis: $12.38. Maximum drawdown during holding period: –57.1%.

πŸ“ˆ Position Alpha vs SPY
-0.7%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
43 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
18 of 43 add/trim decisions correct

πŸ’° Entry Quality
$12.38
+65.1% vs current ($20.44)

Best entry: $7.99 (2023 Q2)  Β·  Worst: $20.44 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–57.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
53%
buy-side decisions

24 adds Β· 21 trims. Bought during 4 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KEY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 780,931 +766,931 +5478.1% 0.05% $16.1M $20.44
2025 Q4 ADDED 14,000 +900 +6.9% 0.00% $289K $20.44
2025 Q3 REDUCED 13,100 -105,979 -89.0% 0.00% $245K $18.30
2025 Q3 ADDED 119,079 +114,279 +2380.8% 0.01% $2.2M $18.30
2025 Q3 REDUCED 4,800 -2,203,012 -99.8% 0.00% $90K $18.30
2025 Q2 ADDED 2,207,812 +2,202,812 +44056.2% 0.15% $38.5M $16.88
2025 Q2 REDUCED 5,000 -7,100 -58.7% 0.00% $87K $16.88
2025 Q2 REDUCED 12,100 -17,900 -59.7% 0.00% $211K $16.88
2025 Q1 ADDED 30,000 +14,500 +93.5% 0.00% $480K $15.29
2025 Q1 REDUCED 15,500 -719,343 -97.9% 0.00% $248K $15.29
35 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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