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IRR

VOYA NATURAL RESOURCES EQUITY INCOME FUND

Delisted

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

26 hedge funds and large institutions have $26.1M invested in VOYA NATURAL RESOURCES EQUITY INCOME FUND in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $22.8M → $26.1M (+$3.28M)

13% less funds holding

Funds holding: 3026 (-4)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.67M +$2.47M +404,799 +45%
AAM
2
Advisors Asset Management
Colorado
$8.46M -$773K -126,393 -9%
GC
3
Guggenheim Capital
Illinois
$2.4M +$377K +61,632 +20%
Invesco
4
Invesco
Georgia
$1.14M -$425K -69,455 -29%
Ameriprise
5
Ameriprise
Minnesota
$1.13M -$149K -24,382 -13%
RJA
6
Raymond James & Associates
Florida
$948K -$288K -47,197 -25%
Bank of America
7
Bank of America
North Carolina
$849K -$301K -49,172 -28%
UCFA
8
United Capital Financial Advisors
Texas
$595K +$42K +6,864 +8%
UBS Group
9
UBS Group
Switzerland
$442K -$66.4K -10,858 -14%
Citadel Advisors
10
Citadel Advisors
Florida
$242K +$224K +36,665 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$208K +$6.11K +1,000 +3%
AG
12
Advisor Group
Arizona
$175K -$22.6K -3,700 -12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$155K +$24.8K +4,051 +21%
Wells Fargo
14
Wells Fargo
California
$153K -$3.98K -652 -3%
OC
15
Oppenheimer & Co
New York
$138K +$8.33K +1,363 +7%
VF
16
Virtu Financial
New York
$103K +$95.5K +15,627 New
FIM
17
Freedom Investment Management
Connecticut
$69K +$64.3K +10,514 New
TSS
18
Two Sigma Securities
New York
$67K +$62.3K +10,192 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$51K -$3.67K -600 -7%
IA
20
IFP Advisors
Florida
$24K
CFA
21
Carroll Financial Associates
North Carolina
$19K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$14K -$18.3K -2,992 -60%
SPIA
23
Steward Partners Investment Advisory
New York
$13K
Citigroup
24
Citigroup
New York
$8K
IWM
25
IHT Wealth Management
Illinois
$4K

IRR Hedge Fund Activity: Q3 2017 in Review

26 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) for Q3 2017, worth a combined $26.1M — up 14% from $22.8M 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 6 added.

The largest buyer was Morgan Stanley, adding an estimated $2.47M. The largest seller was Advisors Asset Management, cutting an estimated $773K.

  • 26 institutional investors held VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) as of Q3 2017, down from 30 in Q2 2017.
  • Funds reported $26.1M of VOYA NATURAL RESOURCES EQUITY INCOME FUND stock for Q3 2017, up 14% quarter-over-quarter.
  • 4 funds opened new VOYA NATURAL RESOURCES EQUITY INCOME FUND positions in Q3 2017 and 6 closed out, a net change of -2 holders.
  • The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND buyer in Q3 2017 was Morgan Stanley, an estimated $2.47M added.
  • The largest VOYA NATURAL RESOURCES EQUITY INCOME FUND seller in Q3 2017 was Advisors Asset Management, an estimated $773K sold.

Based on aggregated 13F filings for Q3 2017.