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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
Pzena Investment Management
1
Pzena Investment Management
New York
$197M -$4.5M -150,434 -2%
LCG
2
Luxor Capital Group
New York
$193M -$11M -369,341 -5%
Franklin Resources
3
Franklin Resources
California
$187M -$29.2M -976,361 -13%
Goldman Sachs
4
Goldman Sachs
New York
$160M -$27.4M -915,075 -14%
BIT
5
BlackRock Institutional Trust
California
$116M +$57.8M +1,934,242 +95%
Jennison Associates
6
Jennison Associates
New York
$112M -$21.1M -705,665 -16%
GC
7
Greenlight Capital
New York
$108M
Vanguard Group
8
Vanguard Group
Pennsylvania
$108M +$17.9M +598,646 +19%
Invesco
9
Invesco
Georgia
$102M -$11M -366,592 -9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$99.3M -$3.02M -100,900 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$98.9M +$43.9M +1,467,940 +76%
SFM
12
Systematic Financial Management
New Jersey
$69.4M +$71.1M +2,377,274 New
HCM
13
Huber Capital Management
California
$43.6M +$788K +26,354 +2%
PAM
14
Panagora Asset Management
Massachusetts
$35.2M -$1.42M -47,431 -4%
BlackRock
15
BlackRock
New York
$31.1M +$26M +869,090 +441%
BG
16
BlackRock Group
United Kingdom
$29.6M +$28.9M +964,712 +1,983%
CCM
17
Corsair Capital Management
New York
$29.6M +$720K +24,090 +2%
State Street
18
State Street
Massachusetts
$24.5M +$5.81M +194,402 +30%
BFA
19
BlackRock Fund Advisors
California
$23.1M +$7.12M +238,087 +43%
Morgan Stanley
20
Morgan Stanley
New York
$18.7M -$10.5M -352,590 -35%
Citadel Advisors
21
Citadel Advisors
Florida
$16M +$16.1M +538,880 +6,170%
RIM
22
RS Investment Management
California
$15.7M -$211K -7,069 -1%
Deutsche Bank
23
Deutsche Bank
Germany
$15.1M +$14.6M +487,051 +1,566%
CS
24
Credit Suisse
Switzerland
$14.6M -$1.21M -40,397 -7%
OMC
25
Overbrook Management Corp
New York
$12.7M +$24.6K +824 +0.2%

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.