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IRR

VOYA NATURAL RESOURCES EQUITY INCOME FUND

Delisted

IRR was delisted on the 11th of June, 2021.

36 hedge funds and large institutions have $39.3M invested in VOYA NATURAL RESOURCES EQUITY INCOME FUND in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

20% more funds holding

Funds holding: 3036 (+6)

4% less capital invested

Capital invested by funds: $40.9M → $39.3M (-$1.56M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Newgate Capital Management
Connecticut
$11.6M +$5.72M +576,752 +95%
GC
2
Guggenheim Capital
Illinois
$8.46M -$3.82M -384,792 -31%
Morgan Stanley
3
Morgan Stanley
New York
$3.28M +$6.88K +694 +0.2%
Invesco
4
Invesco
Georgia
$2.43M -$245K -24,678 -9%
CA
5
Cornerstone Advisors
North Carolina
$2.2M +$1.74M +175,194 +355%
NES
6
New England Securities
New York
$1.35M -$83.5K -8,419 -6%
DA
7
Doliver Advisors
Texas
$1.19M +$599K +60,368 +99%
TC
8
TFS Capital
Pennsylvania
$1.06M +$679K +68,448 +173%
SFS
9
Shaker Financial Services
Virginia
$793K -$57.2K -5,774 -7%
RJA
10
Raymond James & Associates
Florida
$728K -$112K -11,297 -13%
WAM
11
Wolverine Asset Management
Illinois
$566K +$553K +55,773 +2,789%
AQR Capital Management
12
AQR Capital Management
Connecticut
$530K +$296K +29,903 +124%
SG Americas Securities
13
SG Americas Securities
New York
$483K +$489K +49,271 New
LPL Financial
14
LPL Financial
California
$479K -$124K -12,468 -20%
Wells Fargo
15
Wells Fargo
California
$416K -$54.4K -5,486 -11%
NPC
16
National Planning Corporation
California
$412K +$25.8K +2,600 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$387K +$392K +39,495 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$338K
LCM
19
Landscape Capital Management
New Jersey
$318K +$321K +32,384 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$296K -$4.96K -500 -2%
AAM
21
Advisors Asset Management
Colorado
$295K -$1.64M -165,261 -85%
Bank of America
22
Bank of America
North Carolina
$289K -$4.15M -418,915 -93%
U
23
UBS
Switzerland
$221K -$779K -78,618 -78%
ACP
24
Aviance Capital Partners
Florida
$151K +$30.2K +3,050 +25%
Deutsche Bank
25
Deutsche Bank
Germany
$145K -$663K -66,900 -82%

IRR Hedge Fund Activity: Q4 2013 in Review

36 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) for Q4 2013, worth a combined $39.3M — down 3.8% from $40.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IRR positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Newgate Capital Management, adding an estimated $5.72M. The largest seller was Bank of America, cutting an estimated $4.15M.

  • 36 institutional investors held VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) as of Q4 2013, up from 30 in Q3 2013.
  • Funds reported $39.3M of VOYA NATURAL RESOURCES EQUITY INCOME FUND stock for Q4 2013, down 3.8% quarter-over-quarter.
  • 8 funds opened new VOYA NATURAL RESOURCES EQUITY INCOME FUND positions in Q4 2013 and 2 closed out, a net change of +6 holders.
  • The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND buyer in Q4 2013 was Newgate Capital Management, an estimated $5.72M added.
  • The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND seller in Q4 2013 was Bank of America, an estimated $4.15M sold.

Based on aggregated 13F filings for Q4 2013.