VOYA NATURAL RESOURCES EQUITY INCOME FUND
IRR was delisted on the 11th of June, 2021.
36 hedge funds and large institutions have $23.8M invested in VOYA NATURAL RESOURCES EQUITY INCOME FUND in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 0 closing their positions.
16% more funds holding
Funds holding: 31 → 36 (+5)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
2% less capital invested
Capital invested by funds: $24.2M → $23.8M (-$371K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.26M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$272K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$243K |
| 4 |
LCM
Laurion Capital Management
New York
|
+$222K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$661K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$231K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$186K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$142K |
| 5 |
LPL Financial
San Diego,
California
|
-$94.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $27K | – | – | – |
|
27
Creative Planning
Overland Park,
Kansas
| $20K | -$245 | -37 | -1% |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | +$6.88K | +1,039 | +50% |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| $19K | – | – | – |
|
30
Citigroup
New York
| $11K | +$1.34K | +203 | +13% |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| $10K | – | – | – |
|
32
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $8K | – | – | – |
|
|
WAS
33
WESPAC Advisors SoCal
Pasadena,
California
| $6.4K | – | – | – |
|
|
IWM
34
IHT Wealth Management
Chicago,
Illinois
| $4K | +$4.47K | +675 | New |
|
|
RBC
35
Roble Belko & Company
Sewickley,
Pennsylvania
| $1K | -$37.7K | -5,695 | -96% |
|
|
BBPWM
36
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $1K | – | – | – |
|
IRR Hedge Fund Activity: Q4 2016 in Review
36 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) for Q4 2016, worth a combined $23.8M — down 1.5% from $24.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IRR positions and 0 closed out — a net gain of 5 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.26M. The largest seller was Morgan Stanley, cutting an estimated $661K.
- 36 institutional investors held VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) as of Q4 2016, up from 31 in Q3 2016.
- Funds reported $23.8M of VOYA NATURAL RESOURCES EQUITY INCOME FUND stock for Q4 2016, down 1.5% quarter-over-quarter.
- 5 funds opened new VOYA NATURAL RESOURCES EQUITY INCOME FUND positions in Q4 2016 and 0 closed out, a net change of +5 holders.
- The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND buyer in Q4 2016 was Advisors Asset Management, an estimated $1.26M added.
- The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND seller in Q4 2016 was Morgan Stanley, an estimated $661K sold.
Based on aggregated 13F filings for Q4 2016.