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Voya Financial

132 hedge funds and large institutions have $2.12B invested in Voya Financial in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

20% more capital invested

Capital invested by funds: $1.77B → $2.12B (+$352M)

18% more funds holding

Funds holding: 112132 (+20)

2.77% more ownership

Funds ownership: 25.05%27.82% (+2.8%)

3% less call options, than puts

Call options by funds: $23.5M | Put options by funds: $24.2M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
132
Holders Change
+20
Holders Change %
+17.86%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
38
Increased
47
Reduced
37
Closed
18
Calls
$23.5M
Puts
$24.2M
Net Calls
-$721K
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
76
Liberty Mutual Group Asset Management
Massachusetts
$1.31M +$1.34M +44,700 New
U
77
UBS
Switzerland
$1.25M -$150K -5,028 -11%
WTNA
78
Wilmington Trust National Association
Delaware
$1.21M +$1.24M +41,400 New
MF
79
Magnetar Financial
Illinois
$1.2M +$1.22M +40,949 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$1.15M +$551K +18,410 +87%
BIM
81
BlackRock Investment Management
Delaware
$1.03M +$216K +7,213 +26%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$918K -$198K -6,608 -17%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$906K
Two Sigma Advisers
84
Two Sigma Advisers
New York
$903K +$924K +30,900 New
IRF
85
IBM Retirement Fund
New York
$891K -$112K -3,750 -11%
MIU
86
Man Investments (UK)
United Kingdom
$890K +$912K +30,486 New
WA
87
Whitebox Advisors
Minnesota
$839K +$440K +14,714 +105%
RJA
88
Raymond James & Associates
Florida
$690K +$60.9K +2,035 +9%
ARTA
89
A.R.T. Advisors
New York
$673K +$690K +23,055 New
LPL Financial
90
LPL Financial
California
$624K -$1.94K -65 -0.3%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$598K +$382K +12,767 +166%
APCM
92
Arbiter Partners Capital Management
New York
$584K -$5.38M -180,000 -90%
Credit Agricole
93
Credit Agricole
France
$578K +$592K +19,788 New
Royal London Asset Management
94
Royal London Asset Management
United Kingdom
$567K +$556K +18,580 New
WT
95
Wilmington Trust
Delaware
$549K +$562K +18,800 New
Citigroup
96
Citigroup
New York
$534K +$485K +16,205 +792%
SCA
97
SAC Capital Advisors
Connecticut
$494K +$505K +16,900 New
IAM
98
Iridian Asset Management
Connecticut
$487K -$3.89K -130 -0.8%
Brown Advisory
99
Brown Advisory
Maryland
$467K +$179K +6,000 +60%
SCM
100
Stevens Capital Management
Pennsylvania
$463K +$474K +15,861 New

VOYA Hedge Fund Activity: Q3 2013 in Review

132 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2013, worth a combined $2.12B — up 20% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VOYA positions and 18 closed out — a net gain of 20 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $71.1M. The largest seller was Franklin Resources, cutting an estimated $29.2M.

  • 132 institutional investors held Voya Financial (VOYA) as of Q3 2013, up from 112 in Q2 2013.
  • Funds reported $2.12B of Voya Financial stock for Q3 2013, up 20% quarter-over-quarter.
  • 38 funds opened new Voya Financial positions in Q3 2013 and 18 closed out, a net change of +20 holders.
  • The largest Voya Financial buyer in Q3 2013 was Systematic Financial Management, an estimated $71.1M added.
  • The largest Voya Financial seller in Q3 2013 was Franklin Resources, an estimated $29.2M sold.

Based on aggregated 13F filings for Q3 2013.