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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
TCWA
351
Turtle Creek Wealth Advisors
Texas
$6.2K +$5.93K +85 New
PWA
352
Provenance Wealth Advisors
Florida
$5.54K +$3.56K +51 +204%
HNB
353
Huntington National Bank
Ohio
$4.96K +$4.74K +68 New
BC
354
Barrett & Company
Rhode Island
$4.38K
HIA
355
Harbor Investment Advisory
Maryland
$4.09K
NICM
356
Neo Ivy Capital Management
New York
$4K -$683K -9,802 -99%
Mitsubishi UFJ Asset Management
357
Mitsubishi UFJ Asset Management
Japan
$3.47K
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$3.28K
Fuller & Thaler Asset Management
359
Fuller & Thaler Asset Management
California
$3.06K +$279 +4 +11%
RTL
360
Red Tortoise LLC
Georgia
$2.99K
SIC
361
SJS Investment Consulting
Ohio
$2.77K -$70 -1 -3%
PWMG
362
Private Wealth Management Group
New Jersey
$2.7K +$2.58K +37 New
FFA
363
Frazier Financial Advisors
Ohio
$2.63K +$2.51K +36 New
ME
364
McIlrath & Eck
Washington
$2.19K
CPG
365
Cornerstone Planning Group
New Jersey
$2.12K
CAL
366
Capital Advisors Ltd
Ohio
$2K
PWMG
367
Prestige Wealth Management Group
New Jersey
$1.75K
GI
368
Gradient Investments
Minnesota
$1.75K
CSC
369
Caldwell Sutter Capital
California
$1.68K
IRC
370
Investors Research Corp
Georgia
$1.53K
HI
371
Hoey Investments
Pennsylvania
$1.46K
DF
372
Dunhill Financial
United Kingdom
$1.46K +$1.4K +20 New
FWM
373
Focused Wealth Management
New York
$1.43K +$70 +1 +5%
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$1.39K +$1.32K +19 New
GRP
375
Global Retirement Partners
California
$1.13K

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.