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Voya Financial
VOYA

378 hedge funds and large institutions have $6.85B invested in Voya Financial in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 134 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

4% more funds holding

Funds holding: 365 → 378 (+13)

7% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $21.3M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 134

8% less capital invested

Capital invested by funds: $7.41B → $6.85B (-$566M)

8.1% less ownership

Funds ownership: 105.39% → 97.29% (-8.1%)

Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
125
Reduced
134
Closed
31
Calls
$22.8M
Puts
$21.3M
Net Calls
+$1.5M
Net Calls Change
+$17M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$54.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$53.6M
3
JAM
Jupiter Asset Management
United Kingdom
+$41.2M
4
Millennium Management
Millennium Management
New York
+$25.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$17.9M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$87.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.1M
3
SC
Samlyn Capital
New York
-$32.2M
4
Morgan Stanley
Morgan Stanley
New York
-$24.4M
5
Lazard Asset Management
Lazard Asset Management
New York
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
351
Barrett & Company
Rhode Island
$3.99K – – –
HIA
352
Harbor Investment Advisory
Maryland
$3.72K – – –
Mitsubishi UFJ Asset Management
353
Mitsubishi UFJ Asset Management
Japan
$3.19K +$3.42K +48 New
MIA
354
Milestone Investment Advisors
Wisconsin
$3.12K +$3.35K +47 New
AW
355
Avion Wealth
Texas
$3K +$2.63K +37 +231%
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$2.99K – – –
RTL
357
Red Tortoise LLC
Georgia
$2.72K – – –
SIC
358
SJS Investment Consulting
Ohio
$2.59K +$142 +2 +5%
Fuller & Thaler Asset Management
359
Fuller & Thaler Asset Management
California
$2.52K – – –
CAL
360
Capital Advisors Ltd
Ohio
$2K -$1.99K -28 -51%
ME
361
McIlrath & Eck
Washington
$1.99K – – –
CPG
362
Cornerstone Planning Group
New Jersey
$1.93K – – –
RFG
363
RFP Financial Group
Georgia
$1.86K – – –
PWA
364
Provenance Wealth Advisors
Florida
$1.66K +$1.78K +25 New
GI
365
Gradient Investments
Minnesota
$1.59K – – –
PWMG
366
Prestige Wealth Management Group
New Jersey
$1.59K – – –
CSC
367
Caldwell Sutter Capital
California
$1.53K – – –
IRC
368
Investors Research Corp
Georgia
$1.4K – – –
HI
369
Hoey Investments
Pennsylvania
$1.33K – – –
FWM
370
Focused Wealth Management
New York
$1.29K – – –
GRP
371
Global Retirement Partners
California
$1.04K – – –
FMP
372
Financial Management Professionals
Texas
$1K – – –
CWM
373
Cedar Wealth Management
California
$930 -$1.99K -28 -67%
DIP
374
DT Investment Partners
Pennsylvania
$665 – – –
ZB
375
Zions Bancorporation
Utah
$598 – – –
13 14
15
16 17

VOYA Hedge Fund Activity: Q3 2023 in Review

378 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2023, worth a combined $6.85B — down 7.6% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VOYA positions and 31 closed out — a net gain of 18 holders — while 125 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $54.1M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $87.1M sold.

  • 378 institutional investors held Voya Financial (VOYA) as of Q3 2023, up from 365 in Q2 2023.
  • Funds reported $6.85B of Voya Financial stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 49 funds opened new Voya Financial positions in Q3 2023 and 31 closed out, a net change of +18 holders.
  • The largest Voya Financial buyer in Q3 2023 was BlackRock, an estimated $54.1M added.
  • The largest Voya Financial seller in Q3 2023 was Balyasny Asset Management, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.