VOYA NATURAL RESOURCES EQUITY INCOME FUND
IRR was delisted on the 11th of June, 2021.
30 hedge funds and large institutions have $22.8M invested in VOYA NATURAL RESOURCES EQUITY INCOME FUND in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.
6% less funds holding
Funds holding: 32 → 30 (-2)
9% less capital invested
Capital invested by funds: $25M → $22.8M (-$2.24M)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$641K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$434K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$137K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$107K |
| 5 |
AGM
Alpine Global Management
New York
|
+$91.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$724K |
| 2 |
LPL Financial
San Diego,
California
|
-$295K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$161K |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$141K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | +$12.5K | +2,000 | New |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $11K | – | – | – |
|
28
Citigroup
New York
| $7K | – | – | – |
|
|
RBC
29
Roble Belko & Company
Sewickley,
Pennsylvania
| $1K | – | – | – |
|
|
IWM
30
IHT Wealth Management
Chicago,
Illinois
| $6 | – | – | – |
|
|
31
LPL Financial
San Diego,
California
| – | -$295K | -46,726 | Closed |
|
|
SKK
32
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| – | -$141K | -21,600 | Closed |
|
|
LCM
33
Landscape Capital Management
Englewood,
New Jersey
| – | -$131K | -19,966 | Closed |
|
34
Bank of New York Mellon
New York
| – | -$76K | -11,532 | Closed |
|
35
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$8K | -1,270 | Closed |
|
|
BBPWM
36
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$1K | -116 | Closed |
|
IRR Hedge Fund Activity: Q2 2017 in Review
30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) for Q2 2017, worth a combined $22.8M — down 9% from $25M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IRR and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Guggenheim Capital, adding an estimated $641K. The largest seller was United Capital Financial Advisors, cutting an estimated $724K.
- 30 institutional investors held VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) as of Q2 2017, down from 32 in Q1 2017.
- Funds reported $22.8M of VOYA NATURAL RESOURCES EQUITY INCOME FUND stock for Q2 2017, down 9% quarter-over-quarter.
- 4 funds opened new VOYA NATURAL RESOURCES EQUITY INCOME FUND positions in Q2 2017 and 6 closed out, a net change of -2 holders.
- The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND buyer in Q2 2017 was Guggenheim Capital, an estimated $641K added.
- The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND seller in Q2 2017 was United Capital Financial Advisors, an estimated $724K sold.
Based on aggregated 13F filings for Q2 2017.