Voya Infrastructure, Industrials and Materials Fund
IDE
34 hedge funds and large institutions have $45.1M invested in Voya Infrastructure, Industrials and Materials Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
13% more funds holding
Funds holding: 30 → 34 (+4)
0.81% more ownership
Funds ownership: 14.57% → 15.38% (+0.81%)
5% less capital invested
Capital invested by funds: $47.3M → $45.1M (-$2.23M)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$810K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$639K |
| 3 |
LPL Financial
San Diego,
California
|
-$422K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$404K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$392K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $156K | +$24.6K | +1,533 | +18% |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $139K | -$327K | -20,350 | -69% |
|
|
SWP
28
Stratos Wealth Partners
Beachwood,
Ohio
| $100K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $41K | -$32K | -1,992 | -42% |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $33K | -$12.9K | -800 | -27% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $17K | – | – | – |
|
|
BWP
32
Baldwin Wealth Partners
Marion,
Massachusetts
| $16K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $15K | – | – | – |
|
|
CIM
34
Contravisory Investment Management
Norwell,
Massachusetts
| $6K | – | – | – |
|
|
FAIM
35
Financial Advocates Investment Management
Olympia,
Washington
| – | -$639K | -37,930 | Closed |
|
36
SEI Investments
Oaks,
Pennsylvania
| – | -$13K | -747 | Closed |
|
IDE Hedge Fund Activity: Q1 2018 in Review
34 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Voya Infrastructure, Industrials and Materials Fund (IDE) for Q1 2018, worth a combined $45.1M — down 4.7% from $47.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IDE positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.61M. The largest seller was UBS Group, cutting an estimated $810K.
- 34 institutional investors held Voya Infrastructure, Industrials and Materials Fund (IDE) as of Q1 2018, up from 30 in Q4 2017.
- Funds reported $45.1M of Voya Infrastructure, Industrials and Materials Fund stock for Q1 2018, down 4.7% quarter-over-quarter.
- 6 funds opened new Voya Infrastructure, Industrials and Materials Fund positions in Q1 2018 and 2 closed out, a net change of +4 holders.
- The largest Voya Infrastructure, Industrials and Materials Fund buyer in Q1 2018 was Wolverine Asset Management, an estimated $1.61M added.
- The largest Voya Infrastructure, Industrials and Materials Fund seller in Q1 2018 was UBS Group, an estimated $810K sold.
Based on aggregated 13F filings for Q1 2018.