VOYA NATURAL RESOURCES EQUITY INCOME FUND
IRR was delisted on the 11th of June, 2021.
35 hedge funds and large institutions have $26.6M invested in VOYA NATURAL RESOURCES EQUITY INCOME FUND in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
6% more funds holding
Funds holding: 33 → 35 (+2)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
4% less capital invested
Capital invested by funds: $27.8M → $26.6M (-$1.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBI
Baxter Bros Inc
Riverside,
Connecticut
|
+$124K |
| 2 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
+$121K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$115K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$110K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$93.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.05M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$314K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$269K |
| 4 |
Morgan Stanley
New York
|
-$253K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$170K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $43K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $32K | – | – | – |
|
|
SMFS
28
Squar Milner Financial Services
Irvine,
California
| $30K | +$29.8K | +4,800 | New |
|
29
SEI Investments
Oaks,
Pennsylvania
| $22K | -$14.2K | -2,287 | -40% |
|
30
Citigroup
New York
| $22K | +$9.99K | +1,607 | +88% |
|
|
CFA
31
Carroll Financial Associates
Charlotte,
North Carolina
| $19K | – | – | – |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $13K | – | – | – |
|
33
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $10K | – | – | – |
|
|
FGAM
34
Financial Gravity Asset Management
Lakeway,
Texas
| $8K | +$1.67K | +269 | +27% |
|
|
RBC
35
Roble Belko & Company
Sewickley,
Pennsylvania
| $1K | – | – | – |
|
|
CM
36
Churchill Management
Los Angeles,
California
| – | -$135K | -22,394 | Closed |
|
|
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$4K | -700 | Closed |
|
|
IWM
38
IHT Wealth Management
Chicago,
Illinois
| – | -$4K | -675 | Closed |
|
39
JP Morgan Chase
New York
| – | -$2K | -255 | Closed |
|
IRR Hedge Fund Activity: Q2 2018 in Review
35 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) for Q2 2018, worth a combined $26.6M — down 4% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IRR positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Baxter Bros Inc, opening a new position worth an estimated $124K. The largest seller was Advisors Asset Management, cutting an estimated $2.05M.
- 35 institutional investors held VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) as of Q2 2018, up from 33 in Q1 2018.
- Funds reported $26.6M of VOYA NATURAL RESOURCES EQUITY INCOME FUND stock for Q2 2018, down 4% quarter-over-quarter.
- 7 funds opened new VOYA NATURAL RESOURCES EQUITY INCOME FUND positions in Q2 2018 and 4 closed out, a net change of +3 holders.
- The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND buyer in Q2 2018 was Baxter Bros Inc, an estimated $124K added.
- The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND seller in Q2 2018 was Advisors Asset Management, an estimated $2.05M sold.
Based on aggregated 13F filings for Q2 2018.