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Voya Financial
VOYA

383 hedge funds and large institutions have $6.4B invested in Voya Financial in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 149 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $19.6M

32% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 34

3% more funds holding

Funds holding: 373 → 383 (+10)

2% more capital invested

Capital invested by funds: $6.29B → $6.4B (+$111M)

0.11% more ownership

Funds ownership: 106.58% → 106.69% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

17% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 149

Holders
383
Holders Change
+10
Holders Change %
+2.68%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
45
Increased
123
Reduced
149
Closed
34
Calls
$29.5M
Puts
$19.6M
Net Calls
+$9.92M
Net Calls Change
+$24M

Top Buyers

Rank Fund Capital Flow
1
EIP
Easterly Investment Partners
Massachusetts
+$88.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$88.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$64.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$59.7M
5
SC
Samlyn Capital
New York
+$54M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$63.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$50.4M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$47.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$32M
5
Goldman Sachs
Goldman Sachs
New York
-$31M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
351
Steward Partners Investment Advisory
New York
$10K +$9.85K +200 New
GWS
352
Glassman Wealth Services
Virginia
$9K – – –
SGAM
353
Smith Group Asset Management
Texas
$9K +$2.95K +60 +50%
MCM
354
MV Capital Management
Maryland
$8K – – –
SIAS
355
Shine Investment Advisory Services
Colorado
$8K – – –
IA
356
IFP Advisors
Florida
$7K -$20.3K -413 -72%
FRA
357
Front Row Advisors
California
$7K -$2.26K -46 -29%
CAGAS
358
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
SWM
359
Sugarloaf Wealth Management
Georgia
$7K – – –
WT
360
Washington Trust
Rhode Island
$7K +$1.23K +25 +19%
JCM
361
Jacobi Capital Management
Pennsylvania
$5K – – –
EARNEST Partners
362
EARNEST Partners
Georgia
$4K – – –
LWA
363
Lenox Wealth Advisors
New York
$4K – – –
BWM
364
Baystate Wealth Management
Massachusetts
$4K +$49 +1 +1%
GEA
365
Glen Eagle Advisors
New Jersey
$3.74K – – –
BBHC
366
Brown Brothers Harriman & Co
New York
$3K – – –
HIA
367
Harbor Investment Advisory
Maryland
$3K – – –
M
368
MOTCO
Texas
$3K – – –
PWMG
369
Prestige Wealth Management Group
New Jersey
$3K – – –
MAM
370
Meeder Asset Management
Ohio
$3K +$295 +6 +12%
FFA
371
Founders Financial Alliance
North Carolina
$3K +$2.85K +58 New
1IA
372
1834 Investment Advisors
Wisconsin
$2K – – –
BWM
373
BerganKDV Wealth Management
Minnesota
$2K – – –
CFGS
374
Concourse Financial Group Securities
Alabama
$2K – – –
PK
375
Pflug Koory
Nebraska
$2K – – –
13 14
15
16 17

VOYA Hedge Fund Activity: Q3 2020 in Review

383 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2020, worth a combined $6.4B — up 1.8% from $6.29B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOYA positions and 34 closed out — a net gain of 11 holders — while 123 added to existing stakes and 149 trimmed.

The largest buyer was Easterly Investment Partners, adding an estimated $88.5M. The largest seller was UBS AM, cutting an estimated $63.6M.

  • 383 institutional investors held Voya Financial (VOYA) as of Q3 2020, up from 373 in Q2 2020.
  • Funds reported $6.4B of Voya Financial stock for Q3 2020, up 1.8% quarter-over-quarter.
  • 45 funds opened new Voya Financial positions in Q3 2020 and 34 closed out, a net change of +11 holders.
  • The largest Voya Financial buyer in Q3 2020 was Easterly Investment Partners, an estimated $88.5M added.
  • The largest Voya Financial seller in Q3 2020 was UBS AM, an estimated $63.6M sold.

Based on aggregated 13F filings for Q3 2020.