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Voya Financial

336 hedge funds and large institutions have $5.5B invested in Voya Financial in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $4.55M

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

14% more capital invested

Capital invested by funds: $4.85B → $5.5B (+$655M)

0.24% less ownership

Funds ownership: 96.08%95.84% (-0.24%)

3% less funds holding

Funds holding: 348336 (-12)

17% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 138

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
336
Holders Change
-12
Holders Change %
-3.45%
% of All Funds
8.96%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
34
Increased
115
Reduced
138
Closed
45
Calls
$12.9M
Puts
$4.55M
Net Calls
+$8.4M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$42K -$219 -8 -0.5%
LTFS
302
Ladenburg Thalmann Financial Services
Florida
$41K +$3.09K +113 +9%
QCG
303
Quadrant Capital Group
Ohio
$40K +$35.2K +1,287 +604%
MFS
304
MSI Financial Services
Massachusetts
$38K -$6.17K -226 -15%
EWM
305
Evercore Wealth Management
New York
$32K -$4.45K -163 -13%
S
306
SignatureFD
Georgia
$29K +$7.82K +286 +39%
JFA
307
JNBA Financial Advisors
Minnesota
$29K +$27.8K +1,016 New
CTC
308
Central Trust Company
Missouri
$27K
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$25K +$19.9K +730 +579%
CAW
310
Cornerstone Advisors (Washington)
Washington
$25K +$23.5K +860 New
SAMC
311
Shinko Asset Management Company
Japan
$18K
LAM
312
Lebenthal Asset Management
New York
$18K +$17.5K +641 New
PCP
313
Proficio Capital Partners
Massachusetts
$16K +$4.18K +153 +39%
SAM
314
Shamrock Asset Management
Texas
$15K
PCM
315
Penserra Capital Management
California
$14K +$5.41K +198 +67%
TCIM
316
TIAA CREF Investment Management
New York
$12.6K +$3.72M +136,148 +45%
WAM
317
Wealthspire Advisors (Maryland)
Maryland
$12K
KT
318
Kanaly Trust
Texas
$10K -$1.97K -72 -18%
LCS
319
Levin Capital Strategies
New York
$9.86K +$9.35M +342,050 New
BL
320
Balentine LLC
Georgia
$8K +$1.91K +70 +33%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$7K
PCM
322
Prelude Capital Management
New York
$6K -$24.6K -900 -82%
Creative Planning
323
Creative Planning
Kansas
$6K
IPC
324
Independent Portfolio Consultants
Florida
$6K
WCBA
325
Weaver C. Barksdale & Associates
Tennessee
$5K

VOYA Hedge Fund Activity: Q3 2016 in Review

336 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2016, worth a combined $5.5B — up 14% from $4.85B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of VOYA and 34 opened new positions — a net loss of 11 holders — while 138 trimmed existing stakes and 115 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $72.3M. The largest seller was Goldman Sachs, cutting an estimated $80.3M.

  • 336 institutional investors held Voya Financial (VOYA) as of Q3 2016, down from 348 in Q2 2016.
  • Funds reported $5.5B of Voya Financial stock for Q3 2016, up 14% quarter-over-quarter.
  • 34 funds opened new Voya Financial positions in Q3 2016 and 45 closed out, a net change of -11 holders.
  • The largest Voya Financial buyer in Q3 2016 was T. Rowe Price Associates, an estimated $72.3M added.
  • The largest Voya Financial seller in Q3 2016 was Goldman Sachs, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2016.