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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
Bank of New York Mellon
1
Bank of New York Mellon
New York
$340M +$208M +6,294,964 +186%
RCI
2
RRJ Capital II
Cayman Islands
$330M +$310M +9,380,000 New
LCG
3
Luxor Capital Group
New York
$295M +$58.9M +1,784,545 +27%
Pzena Investment Management
4
Pzena Investment Management
New York
$256M +$17.9M +542,132 +8%
SFM
5
Systematic Financial Management
New Jersey
$213M +$122M +3,682,763 +155%
Vanguard Group
6
Vanguard Group
Pennsylvania
$211M +$76.7M +2,323,696 +63%
Franklin Resources
7
Franklin Resources
California
$191M -$31.6M -956,144 -15%
Goldman Sachs
8
Goldman Sachs
New York
$177M -$14.1M -426,984 -8%
GC
9
Greenlight Capital
New York
$150M +$18.5M +561,559 +15%
Invesco
10
Invesco
Georgia
$143M +$18.5M +561,315 +16%
Jennison Associates
11
Jennison Associates
New York
$129M -$5.48M -166,101 -4%
BIT
12
BlackRock Institutional Trust
California
$119M -$19.4M -587,491 -15%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$114M -$4.77M -144,548 -4%
State Street
14
State Street
Massachusetts
$80.9M +$48.3M +1,462,675 +174%
Citadel Advisors
15
Citadel Advisors
Florida
$75.4M +$52.7M +1,596,888 +292%
HCM
16
Huber Capital Management
California
$68.9M +$15.4M +467,414 +31%
MCM
17
Moore Capital Management
New York
$61.5M +$57.8M +1,750,000 New
AAMU
18
Amundi Asset Management US
Massachusetts
$53.5M +$50.2M +1,521,401 New
CCM
19
Corsair Capital Management
New York
$50.3M +$13.9M +420,559 +42%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$35.9M +$33.7M +1,020,557 New
Two Sigma Investments
21
Two Sigma Investments
New York
$35.8M +$30.1M +911,293 +845%
BA
22
BlackRock Advisors
Delaware
$34.9M +$24.4M +739,392 +293%
Morgan Stanley
23
Morgan Stanley
New York
$33.8M +$10.6M +321,156 +50%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$30.5M +$28.3M +856,570 New
BG
25
BlackRock Group
United Kingdom
$29.3M -$5.96M -180,576 -18%

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.