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Voya Financial

172 hedge funds and large institutions have $3.89B invested in Voya Financial in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 20

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

100% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $3.94M

91% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 34

84% more capital invested

Capital invested by funds: $2.12B → $3.89B (+$1.77B)

30% more funds holding

Funds holding: 132172 (+40)

14.63% more ownership

Funds ownership: 27.82%42.45% (+15%)

Holders
172
Holders Change
+40
Holders Change %
+30.3%
% of All Funds
4.99%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.32%
New
61
Increased
65
Reduced
34
Closed
20
Calls
$7.88M
Puts
$3.94M
Net Calls
+$3.95M
Net Calls Change
+$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
WRIP
51
White River Investment Partners
California
$10.5M +$9.84M +298,192 New
KA
52
Kerrisdale Advisers
Florida
$10.4M +$2.6M +78,704 +36%
NFA
53
Nationwide Fund Advisors
Ohio
$10.2M +$4.18M +126,650 +78%
Bank of America
54
Bank of America
North Carolina
$9.73M +$7.21M +218,564 +376%
First Trust Advisors
55
First Trust Advisors
Illinois
$9.02M +$1.49M +45,268 +21%
MAA
56
Managed Account Advisors
New Jersey
$7.01M +$2.94M +89,118 +81%
SLCM
57
Seven Locks Capital Management
New York
$6.55M +$6.15M +186,300 New
Wells Fargo
58
Wells Fargo
California
$6.35M +$108K +3,281 +2%
NLGIA
59
Nippon Life Global Investors Americas
New York
$5.74M +$1.84M +55,730 +52%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$5.68M +$1.77M +53,600 +50%
BIM
61
BlackRock Investment Management
Delaware
$5.29M +$3.81M +115,516 +329%
MPM
62
Meritage Portfolio Management
Kansas
$5.22M -$235K -7,129 -5%
RFC
63
Russell Frank Company
Washington
$4.92M -$4.68M -141,657 -49%
Legal & General Group
64
Legal & General Group
United Kingdom
$4.78M +$497K +15,045 +12%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.77M +$29.7K +900 +0.7%
HT
66
HAP Trading
New York
$4.03M +$3.79M +114,736 New
MPEM
67
Marathon Partners Equity Management
New York
$3.78M +$3.55M +107,500 New
Lord, Abbett & Co
68
Lord, Abbett & Co
New Jersey
$3.49M +$3.28M +99,400 New
Charles Schwab
69
Charles Schwab
California
$3.46M +$1.55M +47,113 +92%
PIP
70
Perennial Investment Partners
Australia
$3.35M +$1.63M +49,391 +108%
GH
71
GAM Holding
Switzerland
$3.24M +$3.04M +92,058 New
GT
72
Glenmede Trust
Pennsylvania
$3.23M +$3.03M +91,803 New
TD Asset Management
73
TD Asset Management
Ontario, Canada
$3.06M +$2.87M +87,000 New
ACM
74
Alistair Capital Management
Texas
$2.95M +$2.77M +83,922 New
TWA
75
Tillar-Wenstrup Advisors
Ohio
$2.86M +$2.68M +81,290 New

VOYA Hedge Fund Activity: Q4 2013 in Review

172 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q4 2013, worth a combined $3.89B — up 84% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VOYA positions and 20 closed out — a net gain of 41 holders — while 65 added to existing stakes and 34 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $208M. The largest seller was Franklin Resources, cutting an estimated $31.6M.

  • 172 institutional investors held Voya Financial (VOYA) as of Q4 2013, up from 132 in Q3 2013.
  • Funds reported $3.89B of Voya Financial stock for Q4 2013, up 84% quarter-over-quarter.
  • 61 funds opened new Voya Financial positions in Q4 2013 and 20 closed out, a net change of +41 holders.
  • The largest Voya Financial buyer in Q4 2013 was Bank of New York Mellon, an estimated $208M added.
  • The largest Voya Financial seller in Q4 2013 was Franklin Resources, an estimated $31.6M sold.

Based on aggregated 13F filings for Q4 2013.