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Voya Financial

394 hedge funds and large institutions have $8.16B invested in Voya Financial in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 107 increasing their positions, 149 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.71B → $8.16B (+$452M)

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

0.26% more ownership

Funds ownership: 110.88%111.14% (+0.26%)

0% more funds holding

Funds holding: 394394 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

28% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 149

87% less call options, than puts

Call options by funds: $25.9M | Put options by funds: $206M

Holders
394
Holders Change
Holders Change %
0%
% of All Funds
6.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
79
Increased
107
Reduced
149
Closed
72
Calls
$25.9M
Puts
$206M
Net Calls
-$180M
Net Calls Change
-$178M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Accel Wealth Management
Iowa
$33K
First Manhattan
327
First Manhattan
New York
$33K
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$33K +$32.4K +491 New
ST
329
Smithfield Trust
Pennsylvania
$31K
PCG
330
Private Capital Group
Connecticut
$30K
NIM
331
NuWave Investment Management
New Jersey
$30K +$29.4K +446 New
EI
332
Ellevest Inc
New York
$28K +$3.56K +54 +15%
RPCONE
333
Retirement Planning Company of New England
Rhode Island
$23K +$23.1K +350 New
LF
334
Lee Financial
Texas
$22K -$329 -5 -2%
WTA
335
Washington Trust Advisors
Massachusetts
$20K +$19.8K +300 New
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$19K +$14.4K +219 +348%
TWM
337
Tradition Wealth Management
Minnesota
$17K +$66 +1 +0.4%
SPIA
338
Steward Partners Investment Advisory
New York
$17K +$4.08K +62 +31%
TWP
339
TFO Wealth Partners
Ohio
$16K -$16.8K -255 -50%
TWA
340
TCI Wealth Advisors
Arizona
$16K
WTC
341
WhitTier Trust Company
Nevada
$15K +$9.69K +147 +199%
AF
342
Allworth Financial
California
$13K
GRP
343
Global Retirement Partners
California
$13K
JWA
344
JFS Wealth Advisors
Pennsylvania
$12K +$2.57K +39 +28%
SC
345
Seldon Capital
California
$12K +$12.2K +185 New
IFAM
346
Institutional & Family Asset Management
Colorado
$11K
MCM
347
MV Capital Management
Maryland
$11K
PCM
348
Peregrine Capital Management
Minnesota
$11K
SWM
349
Sugarloaf Wealth Management
Georgia
$10K
TFA
350
Toth Financial Advisory
Virginia
$10K

VOYA Hedge Fund Activity: Q4 2021 in Review

394 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q4 2021, worth a combined $8.16B — up 5.9% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VOYA positions and 72 closed out — a net gain of 7 holders — while 107 added to existing stakes and 149 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $94.2M. The largest seller was Fidelity Investments, cutting an estimated $82.4M.

  • 394 institutional investors held Voya Financial (VOYA) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $8.16B of Voya Financial stock for Q4 2021, up 5.9% quarter-over-quarter.
  • 79 funds opened new Voya Financial positions in Q4 2021 and 72 closed out, a net change of +7 holders.
  • The largest Voya Financial buyer in Q4 2021 was T. Rowe Price Associates, an estimated $94.2M added.
  • The largest Voya Financial seller in Q4 2021 was Fidelity Investments, an estimated $82.4M sold.

Based on aggregated 13F filings for Q4 2021.