Voya Financial
VOYA
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.
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: 378 → 391 (+13)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$110M |
| 2 |
Bank of New York Mellon
New York
|
+$21.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$15.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$12.9M |
| 5 |
TC
TwinBeech Capital
Purchase,
New York
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$40.7M |
| 2 |
SC
Samlyn Capital
New York
|
-$23.4M |
| 3 |
Millennium Management
New York
|
-$20.7M |
| 4 |
JP Morgan Chase
New York
|
-$16.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$16.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
426
Concord Wealth Partners
Abingdon,
Virginia
| – | -$7.04K | -106 | Closed |
|
427
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$6.31K | -95 | Closed |
|
|
BTI
428
Blue Trust Inc
Alpharetta,
Georgia
| – | -$7K | -95 | Closed |
|
|
WT
429
Whittier Trust
South Pasadena,
California
| – | -$5.71K | -86 | Closed |
|
430
EARNEST Partners
Atlanta,
Georgia
| – | -$5.12K | -77 | Closed |
|
|
MIA
431
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$3.12K | -47 | Closed |
|
|
RFG
432
RFP Financial Group
Atlanta,
Georgia
| – | -$1.86K | -28 | Closed |
|
|
CG
433
Cutler Group
San Francisco,
California
| – | +$418 | +6 | New |
|
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.