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Voya Financial

391 hedge funds and large institutions have $7.35B invested in Voya Financial in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $6.85B → $7.35B (+$507M)

3% more funds holding

Funds holding: 378391 (+13)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.8% less ownership

Funds ownership: 97.29%96.49% (-0.8%)

2% less call options, than puts

Call options by funds: $24M | Put options by funds: $24.5M

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 146

Holders
391
Holders Change
+13
Holders Change %
+3.44%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
59
Increased
113
Reduced
146
Closed
43
Calls
$24M
Puts
$24.5M
Net Calls
-$405K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$74.3M -$2.74M -39,345 -4%
UBS AM
27
UBS AM
Illinois
$73.8M -$1.92M -27,584 -3%
Goldman Sachs
28
Goldman Sachs
New York
$52.1M -$1.19M -17,118 -2%
N
29
Nuveen
North Carolina
$51.8M -$4.39M -62,962 -8%
Charles Schwab
30
Charles Schwab
California
$49.7M +$1.28M +18,316 +3%
ERSOT
31
Employees Retirement System of Texas
Texas
$44.1M
ACB
32
Aristotle Capital Boston
Massachusetts
$37.4M -$904K -12,970 -2%
Legal & General Group
33
Legal & General Group
United Kingdom
$32.7M -$496K -7,110 -2%
Invesco
34
Invesco
Georgia
$31M +$104K +1,498 +0.4%
Principal Financial Group
35
Principal Financial Group
Iowa
$28M -$450K -6,457 -2%
UBS Group
36
UBS Group
Switzerland
$23.3M +$1.09M +15,606 +5%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$22.9M -$31.8K -456 -0.1%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$21.6M -$1M -14,409 -5%
FWCM
39
Ferguson Wellman Capital Management
Oregon
$21.2M +$318K +4,561 +2%
Victory Capital Management
40
Victory Capital Management
Texas
$19M -$300K -4,298 -2%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$18.8M +$632K +9,061 +4%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$17.7M +$863K +12,373 +5%
AQR Capital Management
43
AQR Capital Management
Connecticut
$15.8M -$6.95M -99,690 -32%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$15.4M +$2.89M +41,439 +24%
Swiss National Bank
45
Swiss National Bank
Switzerland
$15.2M -$530K -7,600 -4%
CS
46
Credit Suisse
Switzerland
$14.2M -$1.22M -17,558 -8%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$13.5M +$12.9M +185,555 New
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$13.5M -$364K -5,227 -3%
TC
49
TwinBeech Capital
New York
$12.2M +$11.6M +167,065 New
HSBC Holdings
50
HSBC Holdings
United Kingdom
$12.1M +$4.94M +70,877 +75%

VOYA Hedge Fund Activity: Q4 2023 in Review

391 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q4 2023, worth a combined $7.35B — up 7.4% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VOYA positions and 43 closed out — a net gain of 16 holders — while 113 added to existing stakes and 146 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $40.7M sold.

  • 391 institutional investors held Voya Financial (VOYA) as of Q4 2023, up from 378 in Q3 2023.
  • Funds reported $7.35B of Voya Financial stock for Q4 2023, up 7.4% quarter-over-quarter.
  • 59 funds opened new Voya Financial positions in Q4 2023 and 43 closed out, a net change of +16 holders.
  • The largest Voya Financial buyer in Q4 2023 was Morgan Stanley, an estimated $110M added.
  • The largest Voya Financial seller in Q4 2023 was Jupiter Asset Management, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2023.