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IDE

Voya Infrastructure, Industrials and Materials Fund

38 hedge funds and large institutions have $64.6M invested in Voya Infrastructure, Industrials and Materials Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2.14% less ownership

Funds ownership: 28.33%26.18% (-2.1%)

6% less capital invested

Capital invested by funds: $69M → $64.6M (-$4.37M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$17.8M +$1.59M +137,336 +11%
GC
2
Guggenheim Capital
Illinois
$10.8M -$970K -83,579 -9%
Morgan Stanley
3
Morgan Stanley
New York
$6.9M -$257K -22,112 -4%
Invesco
4
Invesco
Georgia
$6.16M -$306K -26,332 -5%
UBS Group
5
UBS Group
Switzerland
$4.61M -$293K -25,210 -6%
CA
6
Cornerstone Advisors
North Carolina
$3.87M -$59.2K -5,104 -2%
MC
7
Matisse Capital
Oregon
$2.02M -$1.95M -167,950 -51%
WAM
8
Wolverine Asset Management
Illinois
$1.72M -$560K -48,284 -26%
LCM
9
Landscape Capital Management
New Jersey
$1.56M +$14.3K +1,233 +1%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$1.45M +$339K +29,240 +33%
PPA
11
Parametric Portfolio Associates
Washington
$1.13M -$9.56K -824 -0.9%
Bank of America
12
Bank of America
North Carolina
$1.01M -$167K -14,405 -15%
Wells Fargo
13
Wells Fargo
California
$787K -$13.2K -1,141 -2%
RCM
14
Robinson Capital Management
Michigan
$739K +$116K +10,000 +20%
Ameriprise
15
Ameriprise
Minnesota
$655K -$29.7K -2,556 -5%
DA
16
Doliver Advisors
Texas
$555K -$106K -9,174 -17%
LPL Financial
17
LPL Financial
California
$412K -$21.3K -1,835 -5%
ACP
18
Aviance Capital Partners
Florida
$273K -$573K -49,406 -69%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$246K -$14.5K -1,250 -6%
SG Americas Securities
20
SG Americas Securities
New York
$239K -$25.1K -2,162 -10%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$231K +$16K +1,380 +8%
BTS
22
BB&T Securities
Virginia
$191K -$170K -14,680 -49%
CRC
23
Curi RMB Capital
Illinois
$191K +$178K +15,350 New
AA
24
AQR Arbitrage
Connecticut
$152K +$1.86K +160 +1%
RJA
25
Raymond James & Associates
Florida
$152K +$142K +12,200 New

IDE Hedge Fund Activity: Q1 2016 in Review

38 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Voya Infrastructure, Industrials and Materials Fund (IDE) for Q1 2016, worth a combined $64.6M — down 6.3% from $69M a quarter earlier.

Fund positioning in IDE was balanced in Q1 2016: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.59M. The largest seller was Matisse Capital, cutting an estimated $1.95M.

  • 38 institutional investors held Voya Infrastructure, Industrials and Materials Fund (IDE) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $64.6M of Voya Infrastructure, Industrials and Materials Fund stock for Q1 2016, down 6.3% quarter-over-quarter.
  • 5 funds opened new Voya Infrastructure, Industrials and Materials Fund positions in Q1 2016 and 5 closed out, a net change of 0 holders.
  • The largest Voya Infrastructure, Industrials and Materials Fund buyer in Q1 2016 was Karpus Investment Management, an estimated $1.59M added.
  • The largest Voya Infrastructure, Industrials and Materials Fund seller in Q1 2016 was Matisse Capital, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2016.