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Voya Financial

391 hedge funds and large institutions have $7.35B invested in Voya Financial in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $6.85B → $7.35B (+$507M)

3% more funds holding

Funds holding: 378391 (+13)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.8% less ownership

Funds ownership: 97.29%96.49% (-0.8%)

2% less call options, than puts

Call options by funds: $24M | Put options by funds: $24.5M

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 146

Holders
391
Holders Change
+13
Holders Change %
+3.44%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
59
Increased
113
Reduced
146
Closed
43
Calls
$24M
Puts
$24.5M
Net Calls
-$405K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$74K -$12.3K -176 -15%
KFI
302
Key Financial Inc
Pennsylvania
$72.9K
KI
303
Kapitalo Investimentos
Brazil
$53.3K -$31.6K -453 -38%
SOW
304
State of Wyoming
Wyoming
$50.9K +$5.09K +73 +12%
GI
305
GAMMA Investing
California
$48.8K +$47K +674 New
AAM
306
Advisors Asset Management
Colorado
$46.6K +$19.5K +280 +78%
PFBT
307
Parkside Financial Bank & Trust
Missouri
$45.4K -$13.7K -196 -24%
LC
308
Lindbrook Capital
California
$37.1K +$3.98K +57 +13%
SS
309
Sunbelt Securities
Texas
$34.8K
IA
310
IFP Advisors
Florida
$34.2K -$6.97K -100 -18%
OP
311
ORG Partners
Indiana
$32.8K
GCM
312
Gladius Capital Management
Illinois
$32.6K -$2.72K -39 -8%
ACA
313
Atlas Capital Advisors
Wyoming
$30.4K
PAG
314
Paladin Advisory Group
Iowa
$30.3K
CCM
315
Chilton Capital Management
Texas
$25.9K +$24.8K +355 New
EWA
316
EverSource Wealth Advisors
Alabama
$25.5K
DWMG
317
DB Wealth Management Group
California
$25.3K
ST
318
Smithfield Trust
Pennsylvania
$25K
FFA
319
Farther Finance Advisors
California
$24.3K +$2.16K +31 +10%
LF
320
Lee Financial
Texas
$23.7K
CA
321
Clearstead Advisors
Ohio
$21.5K -$47.8K -685 -70%
ADL
322
Asset Dedication LLC
California
$20K
SWS
323
SYSTM Wealth Solutions
Illinois
$19.3K +$18.5K +265 New
BBHC
324
Brown Brothers Harriman & Co
New York
$19K +$18.1K +260 New
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$18.9K +$10.2K +146 +129%

VOYA Hedge Fund Activity: Q4 2023 in Review

391 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q4 2023, worth a combined $7.35B — up 7.4% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VOYA positions and 43 closed out — a net gain of 16 holders — while 113 added to existing stakes and 146 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $40.7M sold.

  • 391 institutional investors held Voya Financial (VOYA) as of Q4 2023, up from 378 in Q3 2023.
  • Funds reported $7.35B of Voya Financial stock for Q4 2023, up 7.4% quarter-over-quarter.
  • 59 funds opened new Voya Financial positions in Q4 2023 and 43 closed out, a net change of +16 holders.
  • The largest Voya Financial buyer in Q4 2023 was Morgan Stanley, an estimated $110M added.
  • The largest Voya Financial seller in Q4 2023 was Jupiter Asset Management, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2023.