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Voya Financial

338 hedge funds and large institutions have $7.02B invested in Voya Financial in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.54B → $7.02B (+$479M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.49% more ownership

Funds ownership: 97.46%97.94% (+0.49%)

1% less funds holding

Funds holding: 341338 (-3)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

26% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 147

44% less call options, than puts

Call options by funds: $3.45M | Put options by funds: $6.14M

Holders
338
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
8.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
38
Increased
109
Reduced
147
Closed
37
Calls
$3.45M
Puts
$6.14M
Net Calls
-$2.69M
Net Calls Change
+$48.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
26
Thompson Siegel & Walmsley
Virginia
$49.4M -$1.91M -49,767 -4%
O
27
OppenheimerFunds
New York
$48.8M +$6.25M +163,242 +15%
JIM
28
Jupiter Investment Management
United Kingdom
$47.9M -$21.8M -569,075 -32%
BCM
29
Bridgeway Capital Management
Texas
$47.8M -$843K -22,000 -2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$47.2M +$2.78M +72,581 +7%
Northern Trust
31
Northern Trust
Illinois
$46.2M -$473K -12,360 -1%
Legal & General Group
32
Legal & General Group
United Kingdom
$45.3M -$601K -15,688 -1%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$41.3M +$11.2M +291,642 +39%
CLM
34
ClearBridge LLC (Maryland)
Maryland
$40.5M +$38.8M +1,014,241 New
ClearBridge Investments
35
ClearBridge Investments
New York
$37.2M +$35.8M +933,768 New
Two Sigma Advisers
36
Two Sigma Advisers
New York
$36.9M -$14.1M -368,925 -28%
Charles Schwab
37
Charles Schwab
California
$36.9M +$1.31M +34,239 +4%
Morgan Stanley
38
Morgan Stanley
New York
$36.2M +$15.8M +413,067 +84%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$35.9M +$3.34M +87,123 +11%
HI
40
Honeywell International
North Carolina
$32.9M +$10.5M +275,400 +50%
Goldman Sachs
41
Goldman Sachs
New York
$32.3M -$3.33M -86,863 -10%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$31.9M +$3.83M +100,000 +14%
Allianz Asset Management
43
Allianz Asset Management
Germany
$31M -$8.03M -209,766 -21%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$31M -$744K -19,440 -2%
AU
45
Algebris (UK)
United Kingdom
$31M +$5.79M +151,129 +24%
SI
46
Scout Investments
Missouri
$30.9M +$8.92M +232,871 +43%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$26.8M -$5.76M -150,350 -18%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$26.4M -$627K -16,363 -2%
CCM
49
Corsair Capital Management
New York
$24.5M -$46.3K -1,209 -0.2%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$23.2M +$2.53M +65,975 +13%

VOYA Hedge Fund Activity: Q3 2017 in Review

338 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2017, worth a combined $7.02B — up 7.3% from $6.54B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VOYA positions and 37 closed out — a net gain of 1 holder — while 109 added to existing stakes and 147 trimmed.

The largest buyer was Franklin Resources, adding an estimated $155M. The largest seller was Wellington Management Group, cutting an estimated $106M.

  • 338 institutional investors held Voya Financial (VOYA) as of Q3 2017, down from 341 in Q2 2017.
  • Funds reported $7.02B of Voya Financial stock for Q3 2017, up 7.3% quarter-over-quarter.
  • 38 funds opened new Voya Financial positions in Q3 2017 and 37 closed out, a net change of +1 holder.
  • The largest Voya Financial buyer in Q3 2017 was Franklin Resources, an estimated $155M added.
  • The largest Voya Financial seller in Q3 2017 was Wellington Management Group, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2017.