We are live on ! Find out more
IDE

Voya Infrastructure, Industrials and Materials Fund

22 hedge funds and large institutions have $52.1M invested in Voya Infrastructure, Industrials and Materials Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 16.35%15.38% (-0.98%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

13% less capital invested

Capital invested by funds: $60.2M → $52.1M (-$8.11M)

15% less funds holding

Funds holding: 2622 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$13.1M +$2.8M +154,833 +25%
Morgan Stanley
2
Morgan Stanley
New York
$10.1M +$411K +22,689 +4%
U
3
UBS
Switzerland
$10M -$1.44M -79,633 -12%
Invesco
4
Invesco
Georgia
$8.36M +$1.5M +82,767 +20%
KIM
5
Karpus Investment Management
New York
$3.01M -$6.24M -344,492 -66%
NPC
6
National Planning Corporation
California
$1.88M -$65K -3,590 -3%
Wells Fargo
7
Wells Fargo
California
$1.77M +$114K +6,303 +7%
ACP
8
Aviance Capital Partners
Florida
$1.4M -$82.8K -4,575 -5%
Ameriprise
9
Ameriprise
Minnesota
$696K +$71.8K +3,966 +11%
Bank of America
10
Bank of America
North Carolina
$545K +$97.5K +5,386 +20%
LPL Financial
11
LPL Financial
California
$464K +$284K +15,705 +131%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$243K -$135K -7,472 -34%
ICAS
13
Investors Capital Advisory Services
Massachusetts
$233K
OC
14
Oppenheimer & Co
New York
$183K -$13.5K -745 -7%
TRCT
15
Tower Research Capital (TRC)
New York
$59K -$20.8K -1,148 -25%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$18K
AIG
17
American International Group
New York
$17.1K
RFA
18
Reilly Financial Advisors
California
$17K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$9K
MFS
20
MSI Financial Services
Massachusetts
$9K
NFG
21
Next Financial Group
Texas
$4K +$4.44K +245 New
GSC
22
Ground Swell Capital
South Carolina
$3K -$1.81K -100 -33%
AQR Capital Management
23
AQR Capital Management
Connecticut
-$414K -22,288 Closed
Stifel Financial
24
Stifel Financial
Missouri
-$193K -10,414 Closed
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
-$186K -10,015 Closed

IDE Hedge Fund Activity: Q3 2014 in Review

22 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Voya Infrastructure, Industrials and Materials Fund (IDE) for Q3 2014, worth a combined $52.1M — down 13% from $60.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IDE and 1 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.8M. The largest seller was Karpus Investment Management, cutting an estimated $6.24M.

  • 22 institutional investors held Voya Infrastructure, Industrials and Materials Fund (IDE) as of Q3 2014, down from 26 in Q2 2014.
  • Funds reported $52.1M of Voya Infrastructure, Industrials and Materials Fund stock for Q3 2014, down 13% quarter-over-quarter.
  • 1 fund opened new Voya Infrastructure, Industrials and Materials Fund positions in Q3 2014 and 5 closed out, a net change of -4 holders.
  • The largest Voya Infrastructure, Industrials and Materials Fund buyer in Q3 2014 was Guggenheim Capital, an estimated $2.8M added.
  • The largest Voya Infrastructure, Industrials and Materials Fund seller in Q3 2014 was Karpus Investment Management, an estimated $6.24M sold.

Based on aggregated 13F filings for Q3 2014.