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Voya Financial

395 hedge funds and large institutions have $7.72B invested in Voya Financial in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 130 increasing their positions, 148 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $18.9M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

25% more capital invested

Capital invested by funds: $6.19B → $7.72B (+$1.53B)

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

6.66% more ownership

Funds ownership: 99.23%105.88% (+6.7%)

2% more funds holding

Funds holding: 388395 (+7)

12% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 148

Holders
395
Holders Change
+7
Holders Change %
+1.8%
% of All Funds
8.55%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
53
Increased
130
Reduced
148
Closed
43
Calls
$87.5M
Puts
$18.9M
Net Calls
+$68.6M
Net Calls Change
+$47.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
26
Carillon Tower Advisers
Florida
$78.7M +$34.9M +736,112 +88%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$76.8M +$2.22M +46,825 +3%
AL
28
AJO LP
Pennsylvania
$67.9M +$8.51M +179,256 +15%
PPA
29
Parametric Portfolio Associates
Washington
$64.1M -$1.23M -25,939 -2%
Northern Trust
30
Northern Trust
Illinois
$63.4M +$13M +273,059 +27%
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$63.3M +$2.88M +60,729 +5%
BCM
32
Bridgeway Capital Management
Texas
$58.2M -$1.75M -36,900 -3%
AIM
33
Artemis Investment Management
United Kingdom
$55.8M +$5.22M +109,972 +11%
Fidelity International
34
Fidelity International
Bermuda
$55.4M -$7.4M -155,967 -12%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$50.7M +$6.9M +145,516 +17%
Deutsche Bank
36
Deutsche Bank
Germany
$48.4M +$5.81M +122,528 +14%
Legal & General Group
37
Legal & General Group
United Kingdom
$47.6M +$7.85M +165,375 +21%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$42.1M -$8.99M -189,545 -18%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$41.4M +$39.3M +829,000 New
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$41.3M +$2.8M +58,980 +8%
Bank of America
41
Bank of America
North Carolina
$40.9M +$1.51M +31,722 +4%
CS
42
Credit Suisse
Switzerland
$40.1M -$3.27M -68,983 -8%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$38.3M -$6.65M -140,150 -15%
Charles Schwab
44
Charles Schwab
California
$38.1M +$1.64M +34,487 +5%
SCM
45
Snow Capital Management
Pennsylvania
$37.7M -$13M -274,746 -27%
GC
46
Greenlight Capital
New York
$36.8M -$15M -317,000 -30%
JP Morgan Chase
47
JP Morgan Chase
New York
$36.5M +$31.7M +667,795 +1,056%
GC
48
Gillson Capital
Illinois
$36M -$2.46M -51,918 -7%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$35.8M -$2.09M -44,124 -6%
BCPEM
50
Bain Capital Public Equity Management
Massachusetts
$35.3M +$21.6M +454,246 +181%

VOYA Hedge Fund Activity: Q1 2019 in Review

395 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2019, worth a combined $7.72B — up 25% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VOYA positions and 43 closed out — a net gain of 10 holders — while 130 added to existing stakes and 148 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $66.3M. The largest seller was Franklin Resources, cutting an estimated $184M.

  • 395 institutional investors held Voya Financial (VOYA) as of Q1 2019, up from 388 in Q4 2018.
  • Funds reported $7.72B of Voya Financial stock for Q1 2019, up 25% quarter-over-quarter.
  • 53 funds opened new Voya Financial positions in Q1 2019 and 43 closed out, a net change of +10 holders.
  • The largest Voya Financial buyer in Q1 2019 was Balyasny Asset Management, an estimated $66.3M added.
  • The largest Voya Financial seller in Q1 2019 was Franklin Resources, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2019.