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Voya Financial

353 hedge funds and large institutions have $5.9B invested in Voya Financial in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 125 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 125

1.65% more ownership

Funds ownership: 94.04%95.68% (+1.6%)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

0% less funds holding

Funds holding: 354353 (-1)

24% less capital invested

Capital invested by funds: $7.71B → $5.9B (-$1.82B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

40% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $9.01M

Holders
353
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
9.41%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
56
Increased
139
Reduced
125
Closed
55
Calls
$5.44M
Puts
$9.01M
Net Calls
-$3.57M
Net Calls Change
-$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
301
Mizuho Asset Management
Japan
$76K -$31.5K -1,040 -37%
LTFS
302
Ladenburg Thalmann Financial Services
Florida
$56K +$3.81K +126 +7%
GWM
303
Gupta Wealth Management
California
$56K +$55K +1,817 +3,708%
BWP
304
Baldwin Wealth Partners
Massachusetts
$54K +$55K +1,818 New
MFS
305
MSI Financial Services
Massachusetts
$52K -$770K -25,442 -94%
NIPH
306
NN Investment Partners Holdings
Netherlands
$51K +$51.4K +1,700 New
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$47K +$35.7K +1,181 +295%
AIM
308
Acrospire Investment Management
Illinois
$45K +$45.4K +1,500 New
Geode Capital Management
309
Geode Capital Management
Massachusetts
$39.2K +$595K +19,668 +2%
DPA
310
Delphi Private Advisors
California
$34K +$35K +1,155 New
EMG
311
ETF Managers Group
New Jersey
$33K +$26.1K +864 New
EWM
312
Evercore Wealth Management
New York
$33K +$33.9K +1,121 New
S
313
SignatureFD
Georgia
$29K +$22.8K +754 +326%
CCA
314
Checchi Capital Advisers
California
$29K +$29.7K +982 New
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$28K +$10.7K +355 +59%
CTC
316
Central Trust Company
Missouri
$28K +$28.7K +950 New
BGIM
317
Brandywine Global Investment Management
Pennsylvania
$26K -$7.97M -263,252 -100%
Korea Investment Corp
318
Korea Investment Corp
South Korea
$26K -$1.2M -39,500 -98%
GXMC
319
Global X Management Company
New York
$21K -$2.76M -91,309 -99%
SAMC
320
Shinko Asset Management Company
Japan
$19K
TRCT
321
Tower Research Capital (TRC)
New York
$18K -$6.63K -219 -27%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$16K -$168K -5,545 -91%
SAM
323
Shamrock Asset Management
Texas
$15K -$7.29K -241 -32%
QCG
324
Quadrant Capital Group
Ohio
$15K +$15.6K +515 +792%
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$13K -$333 -11 -3%

VOYA Hedge Fund Activity: Q1 2016 in Review

353 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2016, worth a combined $5.9B — down 24% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOYA positions and 55 closed out — a net gain of 1 holder — while 139 added to existing stakes and 125 trimmed.

The largest buyer was Franklin Resources, adding an estimated $251M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $243M sold.

  • 353 institutional investors held Voya Financial (VOYA) as of Q1 2016, down from 354 in Q4 2015.
  • Funds reported $5.9B of Voya Financial stock for Q1 2016, down 24% quarter-over-quarter.
  • 56 funds opened new Voya Financial positions in Q1 2016 and 55 closed out, a net change of +1 holder.
  • The largest Voya Financial buyer in Q1 2016 was Franklin Resources, an estimated $251M added.
  • The largest Voya Financial seller in Q1 2016 was Americafirst Capital Management, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2016.