We are live on ! Find out more
VOYA icon

Voya Financial

365 hedge funds and large institutions have $7.41B invested in Voya Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 168 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 397365 (-32)

11% less capital invested

Capital invested by funds: $8.32B → $7.41B (-$908M)

14.42% less ownership

Funds ownership: 119.81%105.39% (-14%)

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

48% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 168

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

50% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $30.7M

Holders
365
Holders Change
-32
Holders Change %
-8.06%
% of All Funds
5.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
87
Reduced
168
Closed
68
Calls
$15.3M
Puts
$30.7M
Net Calls
-$15.5M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
326
Baystate Wealth Management
Massachusetts
$6.78K
CT
327
Colonial Trust
South Carolina
$6.42K +$6.46K +90 New
FCAG
328
First Capital Advisors Group
New Jersey
$5.74K +$5.74K +80 New
EARNEST Partners
329
EARNEST Partners
Georgia
$5.52K
PTC
330
Private Trust Company
Ohio
$4.88K
AF
331
Allworth Financial
California
$4.82K -$718 -10 -13%
BC
332
Barrett & Company
Rhode Island
$4.3K
HIA
333
Harbor Investment Advisory
Maryland
$4.02K
CAL
334
Capital Advisors Ltd
Ohio
$4K
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$3.23K
CWM
336
Cedar Wealth Management
California
$3.01K
RTL
337
Red Tortoise LLC
Georgia
$2.94K
Fuller & Thaler Asset Management
338
Fuller & Thaler Asset Management
California
$2.73K -$70.9K -988 -96%
SIC
339
SJS Investment Consulting
Ohio
$2.65K -$359 -5 -12%
BWM
340
BerganKDV Wealth Management
Minnesota
$2.37K
GWSA
341
Global Wealth Strategies & Associates
Colorado
$2.37K
ME
342
McIlrath & Eck
Washington
$2.15K
CPG
343
Cornerstone Planning Group
New Jersey
$2.08K +$2.08K +29 New
RFG
344
RFP Financial Group
Georgia
$2.01K
TAIM
345
TD Ameritrade Investment Management
Nebraska
$2K -$646 -9 -30%
DI
346
Disciplined Investments
Oklahoma
$1.79K -$287 -4 -14%
PWMG
347
Prestige Wealth Management Group
New Jersey
$1.72K
GI
348
Gradient Investments
Minnesota
$1.72K +$1.72K +24 New
CSC
349
Caldwell Sutter Capital
California
$1.65K +$1.65K +23 New
IRC
350
Investors Research Corp
Georgia
$1.51K

VOYA Hedge Fund Activity: Q2 2023 in Review

365 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q2 2023, worth a combined $7.41B — down 11% from $8.32B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of VOYA and 37 opened new positions — a net loss of 31 holders — while 168 trimmed existing stakes and 87 added.

The largest buyer was Virginia Retirement Systems, adding an estimated $35.7M. The largest seller was Jane Street, cutting an estimated $242M.

  • 365 institutional investors held Voya Financial (VOYA) as of Q2 2023, down from 397 in Q1 2023.
  • Funds reported $7.41B of Voya Financial stock for Q2 2023, down 11% quarter-over-quarter.
  • 37 funds opened new Voya Financial positions in Q2 2023 and 68 closed out, a net change of -31 holders.
  • The largest Voya Financial buyer in Q2 2023 was Virginia Retirement Systems, an estimated $35.7M added.
  • The largest Voya Financial seller in Q2 2023 was Jane Street, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2023.