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Voya Financial

132 hedge funds and large institutions have $2.12B invested in Voya Financial in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

20% more capital invested

Capital invested by funds: $1.77B → $2.12B (+$352M)

18% more funds holding

Funds holding: 112132 (+20)

2.77% more ownership

Funds ownership: 25.05%27.82% (+2.8%)

3% less call options, than puts

Call options by funds: $23.5M | Put options by funds: $24.2M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
132
Holders Change
+20
Holders Change %
+17.86%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
38
Increased
47
Reduced
37
Closed
18
Calls
$23.5M
Puts
$24.2M
Net Calls
-$721K
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
NTCOC
26
Northern Trust Company of Connecticut
Connecticut
$12.3M +$2.91M +97,346 +30%
Norges Bank
27
Norges Bank
Norway
$11.6M +$11.8M +396,127 New
EGM
28
Espalier Global Management
New York
$11M -$2.99M -100,000 -21%
TLCM
29
Tiger Legatus Capital Management
New York
$10.8M +$4.19M +140,000 +61%
KMC
30
Kirr Marbach & Co
Indiana
$10.2M +$102K +3,395 +1%
TCIM
31
TIAA CREF Investment Management
New York
$9.52M +$6.25M +208,841 +179%
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.42M +$9.65M +322,550 New
Geode Capital Management
33
Geode Capital Management
Massachusetts
$9.39M +$32.9K +1,100 +0.3%
Northern Trust
34
Northern Trust
Illinois
$8.63M +$2.9M +96,932 +49%
RFC
35
Russell Frank Company
Washington
$8.39M +$2.94M +98,267 +52%
BJ
36
BlackRock Japan
Japan
$8.37M +$5.15M +172,235 +151%
NI
37
Numeric Investors
Massachusetts
$8.09M +$8.28M +276,885 New
BA
38
BlackRock Advisors
Delaware
$7.37M +$7.25M +242,508 +2,458%
Prudential Financial
39
Prudential Financial
New Jersey
$6.71M +$6.52M +218,100 +1,864%
KA
40
Kerrisdale Advisers
Florida
$6.37M +$1.41M +47,205 +28%
First Trust Advisors
41
First Trust Advisors
Illinois
$6.17M +$5.42M +181,370 +607%
Wells Fargo
42
Wells Fargo
California
$5.18M -$541K -18,104 -9%
NFA
43
Nationwide Fund Advisors
Ohio
$4.76M +$925K +30,926 +23%
CCP
44
Clough Capital Partners
Massachusetts
$4.67M -$12.3M -411,847 -72%
MPM
45
Meritage Portfolio Management
Kansas
$4.54M +$4.65M +155,614 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$3.94M +$126K +4,217 +3%
CCMH
47
Cornerstone Capital Management Holdings
New York
$3.8M -$976K -32,649 -20%
BCM
48
Basswood Capital Management
New York
$3.77M
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.64M +$3.15M +105,412 +548%
Legal & General Group
50
Legal & General Group
United Kingdom
$3.53M +$3.62M +120,911 New

VOYA Hedge Fund Activity: Q3 2013 in Review

132 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2013, worth a combined $2.12B — up 20% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VOYA positions and 18 closed out — a net gain of 20 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $71.1M. The largest seller was Franklin Resources, cutting an estimated $29.2M.

  • 132 institutional investors held Voya Financial (VOYA) as of Q3 2013, up from 112 in Q2 2013.
  • Funds reported $2.12B of Voya Financial stock for Q3 2013, up 20% quarter-over-quarter.
  • 38 funds opened new Voya Financial positions in Q3 2013 and 18 closed out, a net change of +20 holders.
  • The largest Voya Financial buyer in Q3 2013 was Systematic Financial Management, an estimated $71.1M added.
  • The largest Voya Financial seller in Q3 2013 was Franklin Resources, an estimated $29.2M sold.

Based on aggregated 13F filings for Q3 2013.