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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
HI
326
Harbour Investments
Wisconsin
$17.4K
GWS
327
Glassman Wealth Services
Virginia
$16.5K
FHA
328
First Horizon Advisors
Tennessee
$16.2K
AF
329
Allworth Financial
California
$16.1K +$8.51K +122 +124%
PTC
330
Private Trust Company
Ohio
$15.2K +$7.32K +105 +101%
SPIA
331
Steward Partners Investment Advisory
New York
$14.6K
VWM
332
Venturi Wealth Management
Texas
$13.9K +$13.2K +190 New
CCMI
333
Creative Capital Management Investments
California
$13.9K
QL
334
Quarry LP
New York
$13.6K +$13K +186 New
EBA
335
Eagle Bay Advisors
New York
$12.1K -$80.7K -1,157 -88%
Bessemer Group
336
Bessemer Group
New Jersey
$11K +$2.51K +36 +31%
SWM
337
Sugarloaf Wealth Management
Georgia
$10.9K
TFA
338
Toth Financial Advisory
Virginia
$10.9K
FGAM
339
Financial Gravity Asset Management
Texas
$10.9K +$10.5K +150 New
CTC
340
Cetera Trust Company
Minnesota
$10.6K +$10.1K +145 New
UB
341
UMB Bank
Missouri
$10.4K
BIA
342
Bell Investment Advisors
California
$9.78K +$2.51K +36 +37%
GEA
343
Glen Eagle Advisors
New Jersey
$9.27K
C
344
Covestor
United Kingdom
$9K -$7.53K -108 -46%
NCM
345
Northwest Capital Management
Oregon
$8.03K
WIA
346
Wetzel Investment Advisors
Indiana
$8K +$7.32K +105 New
SWM
347
Spire Wealth Management
Virginia
$7.76K +$7.53K +108 New
JWA
348
JFS Wealth Advisors
Pennsylvania
$7.15K +$70 +1 +1%
BWM
349
Baystate Wealth Management
Massachusetts
$6.97K
CT
350
Colonial Trust
South Carolina
$6.59K

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.