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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
LPL Financial
201
LPL Financial
California
$664K +$11K +158 +2%
GCM
202
Graham Capital Management
Connecticut
$652K -$5.23M -75,067 -89%
SAM
203
Securian Asset Management
Minnesota
$643K -$9.97K -143 -2%
I
204
InceptionR
California
$634K -$99.9K -1,433 -14%
PSC
205
Portman Square Capital
United Kingdom
$615K +$588K +8,432 New
HWM
206
Hohimer Wealth Management
Washington
$606K +$19.2K +276 +3%
MCM
207
MAI Capital Management
Ohio
$597K -$28.2K -404 -5%
CT
208
Coastline Trust
Rhode Island
$589K
MSRPS
209
Maryland State Retirement & Pension System
Maryland
$570K
Macquarie Group
210
Macquarie Group
Australia
$570K -$66.2K -949 -11%
OTL
211
Oak Thistle LLC
New York
$569K +$30.6K +439 +6%
CGH
212
Crossmark Global Holdings
Texas
$560K +$25.9K +372 +5%
CPC
213
Cookson Peirce & Co
Pennsylvania
$559K +$534K +7,657 New
CAM
214
Cresset Asset Management
Illinois
$550K -$3.21K -46 -0.6%
CIM
215
Cambria Investment Management
California
$547K -$1.48M -21,252 -74%
FT
216
Fiduciary Trust
Massachusetts
$540K
Creative Planning
217
Creative Planning
Kansas
$526K -$174K -2,489 -26%
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$522K -$89.7K -1,287 -15%
PSP
219
Principal Street Partners
Tennessee
$518K -$8.16K -117 -2%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$505K +$7.46K +107 +2%
XT
221
XTX Topco
Cayman Islands
$498K +$40.2K +576 +9%
Cerity Partners
222
Cerity Partners
New York
$496K +$224K +3,212 +89%
RFC
223
Regions Financial Corp
Alabama
$490K -$13K -187 -3%
AIM
224
Aigen Investment Management
New York
$488K +$467K +6,693 New
SAM
225
Shell Asset Management
Netherlands
$480K +$245K +3,507 +114%

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.