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IDE

Voya Infrastructure, Industrials and Materials Fund

34 hedge funds and large institutions have $59.2M invested in Voya Infrastructure, Industrials and Materials Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.99% less ownership

Funds ownership: 26.18%24.2% (-2%)

8% less capital invested

Capital invested by funds: $64.6M → $59.2M (-$5.45M)

11% less funds holding

Funds holding: 3834 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$17.4M -$231K -19,052 -1%
GC
2
Guggenheim Capital
Illinois
$9.76M -$937K -77,193 -9%
Morgan Stanley
3
Morgan Stanley
New York
$7.26M +$415K +34,179 +6%
Invesco
4
Invesco
Georgia
$5.12M -$973K -80,156 -16%
UBS Group
5
UBS Group
Switzerland
$3.8M -$750K -61,835 -17%
CA
6
Cornerstone Advisors
North Carolina
$3.6M -$231K -19,073 -6%
MC
7
Matisse Capital
Oregon
$1.95M -$58.4K -4,814 -3%
WAM
8
Wolverine Asset Management
Illinois
$1.79M +$86.6K +7,139 +5%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$1.09M -$342K -28,217 -24%
Bank of America
10
Bank of America
North Carolina
$1.02M +$13.1K +1,077 +1%
LCM
11
Landscape Capital Management
New Jersey
$979K -$554K -45,627 -37%
RCM
12
Robinson Capital Management
Michigan
$918K +$182K +15,000 +25%
Wells Fargo
13
Wells Fargo
California
$833K +$51.8K +4,267 +7%
LPL Financial
14
LPL Financial
California
$652K +$233K +19,243 +54%
Ameriprise
15
Ameriprise
Minnesota
$630K -$19.4K -1,595 -3%
DA
16
Doliver Advisors
Texas
$504K -$31.2K -2,575 -6%
ACP
17
Aviance Capital Partners
Florida
$244K -$26K -2,140 -10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$244K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$230K
Stifel Financial
20
Stifel Financial
Missouri
$222K +$218K +17,986 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$205K +$58.3K +4,805 +41%
PAG
22
Private Advisor Group
New Jersey
$179K +$182K +15,000 New
RJA
23
Raymond James & Associates
Florida
$141K -$10.1K -830 -7%
ST
24
Sentinel Trust
Texas
$136K +$133K +10,990 New
RTS
25
Round Table Services
New Jersey
$130K

IDE Hedge Fund Activity: Q2 2016 in Review

34 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Voya Infrastructure, Industrials and Materials Fund (IDE) for Q2 2016, worth a combined $59.2M — down 8.4% from $64.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IDE and 6 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $415K. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $1.13M sold.

  • 34 institutional investors held Voya Infrastructure, Industrials and Materials Fund (IDE) as of Q2 2016, down from 38 in Q1 2016.
  • Funds reported $59.2M of Voya Infrastructure, Industrials and Materials Fund stock for Q2 2016, down 8.4% quarter-over-quarter.
  • 6 funds opened new Voya Infrastructure, Industrials and Materials Fund positions in Q2 2016 and 10 closed out, a net change of -4 holders.
  • The largest Voya Infrastructure, Industrials and Materials Fund buyer in Q2 2016 was Morgan Stanley, an estimated $415K added.
  • The largest Voya Infrastructure, Industrials and Materials Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2016.