VOYA NATURAL RESOURCES EQUITY INCOME FUND
IRR was delisted on the 11th of June, 2021.
33 hedge funds and large institutions have $27.8M invested in VOYA NATURAL RESOURCES EQUITY INCOME FUND in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 32 → 33 (+1)
5% more capital invested
Capital invested by funds: $26.4M → $27.8M (+$1.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.47M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$283K |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
+$140K |
| 4 |
LPL Financial
San Diego,
California
|
+$97.7K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$84.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$183K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$169K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$127K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$79K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$72K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $11K | +$94 | +15 | +0.8% |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $9K | – | – | – |
|
|
FGC
28
Financial Gravity Companies
Lakeway,
Texas
| $6K | +$2.74K | +437 | +79% |
|
|
FGAM
29
Financial Gravity Asset Management
Lakeway,
Texas
| $6K | +$6.2K | +989 | New |
|
|
IWM
30
IHT Wealth Management
Chicago,
Illinois
| $4K | – | – | – |
|
|
SWP
31
Stratos Wealth Partners
Beachwood,
Ohio
| $4K | – | – | – |
|
32
JP Morgan Chase
New York
| $2K | +$1.6K | +255 | New |
|
|
RBC
33
Roble Belko & Company
Sewickley,
Pennsylvania
| $1K | – | – | – |
|
|
FIM
34
Freedom Investment Management
Hartford,
Connecticut
| – | -$127K | -20,316 | Closed |
|
|
WAM
35
Weiss Asset Management
Boston,
Massachusetts
| – | -$72K | -11,447 | Closed |
|
36
Creative Planning
Overland Park,
Kansas
| – | -$65K | -10,395 | Closed |
|
|
FFG
37
Ford Financial Group
Fresno,
California
| – | -$49K | -7,500 | Closed |
|
|
MCM
38
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$2K | -250 | Closed |
|
IRR Hedge Fund Activity: Q1 2018 in Review
33 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) for Q1 2018, worth a combined $27.8M — up 5% from $26.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IRR positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.47M. The largest seller was Advisors Asset Management, cutting an estimated $183K.
- 33 institutional investors held VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) as of Q1 2018, up from 32 in Q4 2017.
- Funds reported $27.8M of VOYA NATURAL RESOURCES EQUITY INCOME FUND stock for Q1 2018, up 5% quarter-over-quarter.
- 6 funds opened new VOYA NATURAL RESOURCES EQUITY INCOME FUND positions in Q1 2018 and 5 closed out, a net change of +1 holder.
- The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND buyer in Q1 2018 was Morgan Stanley, an estimated $2.47M added.
- The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND seller in Q1 2018 was Advisors Asset Management, an estimated $183K sold.
Based on aggregated 13F filings for Q1 2018.