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Voya Financial

395 hedge funds and large institutions have $7.72B invested in Voya Financial in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 130 increasing their positions, 148 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $18.9M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

25% more capital invested

Capital invested by funds: $6.19B → $7.72B (+$1.53B)

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

6.66% more ownership

Funds ownership: 99.23%105.88% (+6.7%)

2% more funds holding

Funds holding: 388395 (+7)

12% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 148

Holders
395
Holders Change
+7
Holders Change %
+1.8%
% of All Funds
8.55%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
53
Increased
130
Reduced
148
Closed
43
Calls
$87.5M
Puts
$18.9M
Net Calls
+$68.6M
Net Calls Change
+$47.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$32K +$14.5K +305 +143%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$26K
BBHC
353
Brown Brothers Harriman & Co
New York
$25K +$23.7K +500 New
PCP
354
Proficio Capital Partners
Massachusetts
$24K -$2.33K -49 -9%
CFGS
355
Concourse Financial Group Securities
Alabama
$22K -$2.37K -50 -10%
GRP
356
Global Retirement Partners
California
$19K -$996 -21 -5%
LWA
357
Lenox Wealth Advisors
New York
$18K
RCAG
358
Rehmann Capital Advisory Group
Michigan
$17.2K -$1.99K -42 -11%
ST
359
Smithfield Trust
Pennsylvania
$15K +$4.75K +100 +48%
GWS
360
Glassman Wealth Services
Virginia
$13K +$11.6K +245 +2,227%
IFAM
361
Institutional & Family Asset Management
Colorado
$12K
ZB
362
Zions Bancorporation
Utah
$12K +$11K +231 New
PCM
363
Peregrine Capital Management
Minnesota
$11K
MIM
364
MetLife Investment Management
New Jersey
$10.3K -$237 -5 -2%
CLOS
365
Compagnie Lombard Odier SCmA
Switzerland
$9K
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$8K
PMFA
367
Plante Moran Financial Advisors
Michigan
$7K -$2.09K -44 -24%
CBT
368
Capital Bank & Trust
California
$7K
IA
369
IFP Advisors
Florida
$6K -$75.4K -1,589 -92%
AIA
370
Alera Investment Advisors
Illinois
$6K +$2.56K +54 +81%
MCM
371
MV Capital Management
Maryland
$5K -$2.42K -51 -33%
BWM
372
Baystate Wealth Management
Massachusetts
$5K
JCM
373
Jacobi Capital Management
Pennsylvania
$5K
WAM
374
Wealthspire Advisors (Maryland)
Maryland
$5K +$380 +8 +10%
BCA
375
Berman Capital Advisors
Georgia
$5K +$2.28K +48 +86%

VOYA Hedge Fund Activity: Q1 2019 in Review

395 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2019, worth a combined $7.72B — up 25% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VOYA positions and 43 closed out — a net gain of 10 holders — while 130 added to existing stakes and 148 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $66.3M. The largest seller was Franklin Resources, cutting an estimated $184M.

  • 395 institutional investors held Voya Financial (VOYA) as of Q1 2019, up from 388 in Q4 2018.
  • Funds reported $7.72B of Voya Financial stock for Q1 2019, up 25% quarter-over-quarter.
  • 53 funds opened new Voya Financial positions in Q1 2019 and 43 closed out, a net change of +10 holders.
  • The largest Voya Financial buyer in Q1 2019 was Balyasny Asset Management, an estimated $66.3M added.
  • The largest Voya Financial seller in Q1 2019 was Franklin Resources, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2019.