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Voya Financial

378 hedge funds and large institutions have $6.85B invested in Voya Financial in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 134 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

4% more funds holding

Funds holding: 365378 (+13)

7% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $21.3M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 134

8% less capital invested

Capital invested by funds: $7.41B → $6.85B (-$566M)

8.1% less ownership

Funds ownership: 105.39%97.29% (-8.1%)

Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
125
Reduced
134
Closed
31
Calls
$22.8M
Puts
$21.3M
Net Calls
+$1.5M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$69M -$16.2M -227,110 -18%
T. Rowe Price Investment Management
27
T. Rowe Price Investment Management
Maryland
$64.2M +$8.54M +119,948 +14%
N
28
Nuveen
North Carolina
$51.4M -$2.58M -36,285 -4%
Goldman Sachs
29
Goldman Sachs
New York
$48.6M -$1.95M -27,434 -4%
VRS
30
Virginia Retirement Systems
Virginia
$48.2M -$406K -5,700 -0.8%
Charles Schwab
31
Charles Schwab
California
$44.1M +$3.56M +50,015 +8%
JAM
32
Jupiter Asset Management
United Kingdom
$40.7M +$41.2M +579,128 +1,722%
ERSOT
33
Employees Retirement System of Texas
Texas
$40.1M
ACB
34
Aristotle Capital Boston
Massachusetts
$34.9M -$160K -2,252 -0.4%
Legal & General Group
35
Legal & General Group
United Kingdom
$30.3M -$131K -1,847 -0.4%
Invesco
36
Invesco
Georgia
$28.2M +$12.1M +170,605 +67%
Millennium Management
37
Millennium Management
New York
$27.9M +$25.7M +360,984 +610%
Principal Financial Group
38
Principal Financial Group
Iowa
$25.9M +$1.47M +20,615 +6%
AQR Capital Management
39
AQR Capital Management
Connecticut
$21M +$13.2M +184,864 +141%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$20.9M +$17.9M +252,087 +405%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$20.6M +$883K +12,401 +4%
UBS Group
42
UBS Group
Switzerland
$20.2M +$3.73M +52,451 +21%
FWCM
43
Ferguson Wellman Capital Management
Oregon
$19M -$97.2K -1,366 -0.5%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$18.9M -$2.14M -30,000 -10%
BCM
45
Basswood Capital Management
New York
$18.4M +$3.41M +47,965 +21%
Victory Capital Management
46
Victory Capital Management
Texas
$17.6M +$723K +10,157 +4%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$16.6M +$1.9M +26,640 +12%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$15.3M +$5.37M +75,500 +49%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$15.2M +$6.67M +93,772 +70%
Swiss National Bank
50
Swiss National Bank
Switzerland
$14.4M +$164K +2,300 +1%

VOYA Hedge Fund Activity: Q3 2023 in Review

378 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2023, worth a combined $6.85B — down 7.6% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VOYA positions and 31 closed out — a net gain of 18 holders — while 125 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $54.1M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $87.1M sold.

  • 378 institutional investors held Voya Financial (VOYA) as of Q3 2023, up from 365 in Q2 2023.
  • Funds reported $6.85B of Voya Financial stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 49 funds opened new Voya Financial positions in Q3 2023 and 31 closed out, a net change of +18 holders.
  • The largest Voya Financial buyer in Q3 2023 was BlackRock, an estimated $54.1M added.
  • The largest Voya Financial seller in Q3 2023 was Balyasny Asset Management, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.