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Voya Financial

338 hedge funds and large institutions have $7.02B invested in Voya Financial in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.54B → $7.02B (+$479M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.49% more ownership

Funds ownership: 97.46%97.94% (+0.49%)

1% less funds holding

Funds holding: 341338 (-3)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

26% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 147

44% less call options, than puts

Call options by funds: $3.45M | Put options by funds: $6.14M

Holders
338
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
8.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
38
Increased
109
Reduced
147
Closed
37
Calls
$3.45M
Puts
$6.14M
Net Calls
-$2.69M
Net Calls Change
+$48.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$6.52M -$205K -5,352 -3%
PAM
102
Panagora Asset Management
Massachusetts
$6.28M -$2.96M -77,267 -33%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$6.06M -$175K -4,575 -3%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$6.04M
MPAM
105
Monarch Partners Asset Management
Massachusetts
$5.97M
SFM
106
Signet Financial Management
New Jersey
$5.58M +$230K +6,008 +4%
CM
107
Crestline Management
Texas
$5.57M +$5.35M +139,703 New
BCIM
108
British Columbia Investment Management
British Columbia, Canada
$5.41M -$7.57M -197,702 -59%
AG
109
Aperio Group
California
$5.25M +$66.9K +1,746 +1%
CHAM
110
Clear Harbor Asset Management
Connecticut
$5.16M +$1.7M +44,407 +52%
PCM
111
Penn Capital Management
Pennsylvania
$5.12M +$173K +4,523 +4%
SEI Investments
112
SEI Investments
Pennsylvania
$5.1M +$405K +10,576 +9%
BCM
113
BlueMar Capital Management
Florida
$5.09M +$56.8K +1,484 +1%
TAM
114
Tocqueville Asset Management
New York
$5.09M +$4.89M +127,650 New
AllianceBernstein
115
AllianceBernstein
Tennessee
$4.99M -$109K -2,835 -2%
SCM
116
Stevens Capital Management
Pennsylvania
$4.93M +$3.26M +85,110 +221%
Canada Life
117
Canada Life
Manitoba, Canada
$4.82M -$63.6K -1,661 -1%
LCS
118
Levin Capital Strategies
New York
$4.82M -$116K -3,018 -2%
Aviva
119
Aviva
United Kingdom
$4.76M -$8.81K -230 -0.2%
PHS
120
Pekin Hardy Strauss
Illinois
$4.4M -$72.8K -1,900 -2%
SIM
121
Spark Investment Management
New York
$4.05M +$3.89M +101,611 New
Lord, Abbett & Co
122
Lord, Abbett & Co
New Jersey
$3.9M -$827K -21,600 -18%
GIA
123
Gargoyle Investment Advisor
New Jersey
$3.9M -$48.3K -1,261 -1%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$3.77M -$187K -4,888 -5%
AAF
125
Andra AP-fonden
Sweden
$3.61M

VOYA Hedge Fund Activity: Q3 2017 in Review

338 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2017, worth a combined $7.02B — up 7.3% from $6.54B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VOYA positions and 37 closed out — a net gain of 1 holder — while 109 added to existing stakes and 147 trimmed.

The largest buyer was Franklin Resources, adding an estimated $155M. The largest seller was Wellington Management Group, cutting an estimated $106M.

  • 338 institutional investors held Voya Financial (VOYA) as of Q3 2017, down from 341 in Q2 2017.
  • Funds reported $7.02B of Voya Financial stock for Q3 2017, up 7.3% quarter-over-quarter.
  • 38 funds opened new Voya Financial positions in Q3 2017 and 37 closed out, a net change of +1 holder.
  • The largest Voya Financial buyer in Q3 2017 was Franklin Resources, an estimated $155M added.
  • The largest Voya Financial seller in Q3 2017 was Wellington Management Group, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2017.