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IRR

VOYA NATURAL RESOURCES EQUITY INCOME FUND

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 3233 (+1)

5% more capital invested

Capital invested by funds: $26.4M → $27.8M (+$1.31M)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.6M +$2.47M +394,018 +21%
AAM
2
Advisors Asset Management
Colorado
$6.04M -$183K -29,180 -3%
GC
3
Guggenheim Capital
Illinois
$2.25M +$24.1K +3,845 +1%
Invesco
4
Invesco
Georgia
$961K -$79K -12,596 -7%
Ameriprise
5
Ameriprise
Minnesota
$881K +$1.52K +242 +0.2%
UCFA
6
United Capital Financial Advisors
Texas
$852K +$283K +45,198 +47%
RJA
7
Raymond James & Associates
Florida
$720K -$8.57K -1,367 -1%
UBS Group
8
UBS Group
Switzerland
$415K +$13.2K +2,113 +3%
Bank of America
9
Bank of America
North Carolina
$374K -$169K -26,947 -30%
SP
10
SWS Partners
Ohio
$279K
Wells Fargo
11
Wells Fargo
California
$193K +$46K +7,340 +30%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$178K -$6.27K -1,000 -3%
AG
13
Advisor Group
Arizona
$163K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$159K -$602 -96 -0.4%
OC
15
Oppenheimer & Co
New York
$135K +$12.7K +2,033 +10%
CM
16
Churchill Management
California
$135K +$140K +22,394 New
LPL Financial
17
LPL Financial
California
$94K +$97.7K +15,588 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$82K +$84.6K +13,500 New
CWA
19
Clarus Wealth Advisors
Arizona
$69K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$41K
SEI Investments
21
SEI Investments
Pennsylvania
$35K +$36.3K +5,787 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$32K +$10.7K +1,709 +48%
IA
23
IFP Advisors
Florida
$23K
CFA
24
Carroll Financial Associates
North Carolina
$18K
SPIA
25
Steward Partners Investment Advisory
New York
$12K

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.