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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
KT
326
Kanaly Trust
Texas
$11K -$7.26K -240 -38%
DVM
327
Dreman Value Management
Florida
$9K +$8.71K +288 New
Creative Planning
328
Creative Planning
Kansas
$8K -$2.75K -91 -26%
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$7K
IPC
330
Independent Portfolio Consultants
Florida
$7K
IA
331
IFP Advisors
Florida
$6K -$62.5K -2,066 -94%
BL
332
Balentine LLC
Georgia
$6K +$1.51K +50 +31%
CG
333
Cutler Group
California
$6K +$7.08K +234 New
WCBA
334
Weaver C. Barksdale & Associates
Tennessee
$5K
SSB
335
Sandy Spring Bank
Maryland
$4K +$3.75K +124 New
ZB
336
Zions Bancorporation
Utah
$4K +$3.87K +128 New
VIA
337
Vident Investment Advisory
Georgia
$3.65K +$1.89M +62,525 +104%
BAM
338
Bruderman Asset Management
New York
$3K
MWP
339
MYCIO Wealth Partners
Pennsylvania
$3K
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3.03K +100 New
IR
341
Invictus RG
Bermuda
$2K -$8.9K -294 -78%
DSC
342
Duncker Streett & Co
Missouri
$2K
CFA
343
Carroll Financial Associates
North Carolina
$2K +$2.42K +80 New
GT
344
Glenmede Trust
Pennsylvania
$2K +$2.94K +97 New
PCP
345
Proficio Capital Partners
Massachusetts
$1K -$787 -26 -48%
UFA
346
US Financial Advisors
Massachusetts
$1K
WA
347
Winfield Associates
Ohio
$1K +$1.21K +40 New
GWM
348
Geneos Wealth Management
Colorado
$1K +$1.39K +46 New
JWA
349
JFS Wealth Advisors
Pennsylvania
$1K +$1.39K +46 New
PCM
350
Penserra Capital Management
California
$5 +$1.57K +52 +36%

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.