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Voya Financial

365 hedge funds and large institutions have $7.41B invested in Voya Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 168 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 397365 (-32)

11% less capital invested

Capital invested by funds: $8.32B → $7.41B (-$908M)

14.42% less ownership

Funds ownership: 119.81%105.39% (-14%)

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

48% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 168

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

50% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $30.7M

Holders
365
Holders Change
-32
Holders Change %
-8.06%
% of All Funds
5.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
87
Reduced
168
Closed
68
Calls
$15.3M
Puts
$30.7M
Net Calls
-$15.5M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$78.8M -$1.06M -14,718 -1%
Norges Bank
27
Norges Bank
Norway
$75.6M +$1.4M +19,479 +2%
T. Rowe Price Investment Management
28
T. Rowe Price Investment Management
Maryland
$60.6M +$11.6M +162,180 +24%
N
29
Nuveen
North Carolina
$58M +$1.86M +25,896 +3%
Goldman Sachs
30
Goldman Sachs
New York
$54.4M +$2.13M +29,734 +4%
VRS
31
Virginia Retirement Systems
Virginia
$52.4M +$35.7M +497,300 +213%
Charles Schwab
32
Charles Schwab
California
$44M +$644K +8,965 +1%
ERSOT
33
Employees Retirement System of Texas
Texas
$43.3M
ACB
34
Aristotle Capital Boston
Massachusetts
$37.8M +$877K +12,209 +2%
Lazard Asset Management
35
Lazard Asset Management
New York
$36M +$12M +167,527 +50%
Legal & General Group
36
Legal & General Group
United Kingdom
$32.8M +$3.04M +42,326 +10%
Principal Financial Group
37
Principal Financial Group
Iowa
$26.5M -$1.07M -14,964 -4%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$22.6M -$12.6M -175,751 -36%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$21.4M +$493K +6,873 +2%
FWCM
40
Ferguson Wellman Capital Management
Oregon
$20.6M +$123K +1,711 +0.6%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$20.1M -$41.4M -575,973 -67%
Marshall Wace
42
Marshall Wace
United Kingdom
$18.6M -$38.8M -540,596 -68%
Victory Capital Management
43
Victory Capital Management
Texas
$18.3M -$5.05M -70,345 -22%
Invesco
44
Invesco
Georgia
$18.1M -$1.48M -20,664 -8%
UBS Group
45
UBS Group
Switzerland
$18.1M +$117K +1,623 +0.6%
CS
46
Credit Suisse
Switzerland
$17.5M +$365K +5,080 +2%
BCM
47
Basswood Capital Management
New York
$16.4M -$801K -11,160 -5%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$16M -$7.32K -102 -0%
Swiss National Bank
49
Swiss National Bank
Switzerland
$15.3M +$294K +4,100 +2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$14.5M -$62.1K -865 -0.4%

VOYA Hedge Fund Activity: Q2 2023 in Review

365 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q2 2023, worth a combined $7.41B — down 11% from $8.32B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of VOYA and 37 opened new positions — a net loss of 31 holders — while 168 trimmed existing stakes and 87 added.

The largest buyer was Virginia Retirement Systems, adding an estimated $35.7M. The largest seller was Jane Street, cutting an estimated $242M.

  • 365 institutional investors held Voya Financial (VOYA) as of Q2 2023, down from 397 in Q1 2023.
  • Funds reported $7.41B of Voya Financial stock for Q2 2023, down 11% quarter-over-quarter.
  • 37 funds opened new Voya Financial positions in Q2 2023 and 68 closed out, a net change of -31 holders.
  • The largest Voya Financial buyer in Q2 2023 was Virginia Retirement Systems, an estimated $35.7M added.
  • The largest Voya Financial seller in Q2 2023 was Jane Street, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2023.