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Voya Financial

397 hedge funds and large institutions have $8.32B invested in Voya Financial in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $6.73B → $8.32B (+$1.58B)

4.07% more ownership

Funds ownership: 115.75%119.81% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 413397 (-16)

11% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 152

20% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 59

47% less call options, than puts

Call options by funds: $82.2M | Put options by funds: $155M

Holders
397
Holders Change
-16
Holders Change %
-3.87%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
47
Increased
136
Reduced
152
Closed
59
Calls
$82.2M
Puts
$155M
Net Calls
-$73.2M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
351
Cary Street Partners Investment Advisory
Virginia
$8.57K
WT
352
Whittier Trust
California
$7.14K +$7K +100 New
BWM
353
Baystate Wealth Management
Massachusetts
$6.74K +$70 +1 +1%
SCA
354
Stonebridge Capital Advisors
Minnesota
$6.07K +$5.95K +85 New
AF
355
Allworth Financial
California
$5.5K +$4.9K +70 +1,000%
EARNEST Partners
356
EARNEST Partners
Georgia
$5.5K
SC
357
Schubert & Co
Texas
$5.22K +$140 +2 +3%
PTC
358
Private Trust Company
Ohio
$4.86K -$5.11K -73 -52%
BC
359
Barrett & Company
Rhode Island
$4.29K
HIA
360
Harbor Investment Advisory
Maryland
$4K
CAL
361
Capital Advisors Ltd
Ohio
$4K -$70 -1 -2%
MIA
362
Milestone Investment Advisors
Wisconsin
$3.36K +$3.29K +47 New
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$3.22K
SIC
364
SJS Investment Consulting
Ohio
$3K +$490 +7 +20%
WTA
365
Washington Trust Advisors
Massachusetts
$3K -$18.6K -265 -86%
CWM
366
Cedar Wealth Management
California
$3K
RTL
367
Red Tortoise LLC
Georgia
$2.93K
AF
368
Advisornet Financial
Minnesota
$2.57K +$210 +3 +9%
BWM
369
BerganKDV Wealth Management
Minnesota
$2.36K
GWSA
370
Global Wealth Strategies & Associates
Colorado
$2.36K
GRP
371
Global Retirement Partners
California
$2.22K -$10.9K -155 -83%
ME
372
McIlrath & Eck
Washington
$2.14K
DI
373
Disciplined Investments
Oklahoma
$2.07K +$420 +6 +26%
RFG
374
RFP Financial Group
Georgia
$2K
TAIM
375
TD Ameritrade Investment Management
Nebraska
$2K +$490 +7 +30%

VOYA Hedge Fund Activity: Q1 2023 in Review

397 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2023, worth a combined $8.32B — up 24% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of VOYA and 47 opened new positions — a net loss of 12 holders — while 152 trimmed existing stakes and 136 added.

The largest buyer was Jane Street, adding an estimated $239M. The largest seller was Franklin Resources, cutting an estimated $95.6M.

  • 397 institutional investors held Voya Financial (VOYA) as of Q1 2023, down from 413 in Q4 2022.
  • Funds reported $8.32B of Voya Financial stock for Q1 2023, up 24% quarter-over-quarter.
  • 47 funds opened new Voya Financial positions in Q1 2023 and 59 closed out, a net change of -12 holders.
  • The largest Voya Financial buyer in Q1 2023 was Jane Street, an estimated $239M added.
  • The largest Voya Financial seller in Q1 2023 was Franklin Resources, an estimated $95.6M sold.

Based on aggregated 13F filings for Q1 2023.