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Voya Financial

185 hedge funds and large institutions have $4.81B invested in Voya Financial in 2014 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

549% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $6.27M

60% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 47

43% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 35

23% more capital invested

Capital invested by funds: $3.89B → $4.81B (+$914M)

9.51% more ownership

Funds ownership: 42.45%51.96% (+9.5%)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 172185 (+13)

Holders
185
Holders Change
+13
Holders Change %
+7.56%
% of All Funds
5.34%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
50
Increased
75
Reduced
47
Closed
35
Calls
$40.7M
Puts
$6.27M
Net Calls
+$34.4M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
1
Luxor Capital Group
New York
$453M +$145M +4,096,792 +49%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$426M +$72.8M +2,050,795 +21%
RCI
3
RRJ Capital II
Cayman Islands
$405M +$63.6M +1,793,384 +19%
Pzena Investment Management
4
Pzena Investment Management
New York
$299M +$34.1M +960,608 +13%
Vanguard Group
5
Vanguard Group
Pennsylvania
$273M +$53.6M +1,511,493 +25%
SFM
6
Systematic Financial Management
New Jersey
$253M +$32.8M +924,611 +15%
Citadel Advisors
7
Citadel Advisors
Florida
$211M +$130M +3,675,915 +171%
Invesco
8
Invesco
Georgia
$178M +$29.6M +833,125 +20%
Franklin Resources
9
Franklin Resources
California
$175M -$22.1M -621,973 -11%
Goldman Sachs
10
Goldman Sachs
New York
$151M -$31.6M -889,535 -18%
GC
11
Greenlight Capital
New York
$147M -$8.07M -227,600 -5%
Jennison Associates
12
Jennison Associates
New York
$134M +$1.03M +29,106 +0.8%
BIT
13
BlackRock Institutional Trust
California
$121M -$1.09M -30,789 -0.9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$116M -$1.97M -55,452 -2%
AAMU
15
Amundi Asset Management US
Massachusetts
$114M +$57.3M +1,614,296 +106%
State Street
16
State Street
Massachusetts
$86.8M +$3.17M +89,306 +4%
AllianceBernstein
17
AllianceBernstein
Tennessee
$75.7M +$47.6M +1,342,047 +180%
HCM
18
Huber Capital Management
California
$70.9M -$209K -5,897 -0.3%
Viking Global Investors
19
Viking Global Investors
Connecticut
$66.5M +$65.1M +1,833,700 New
CCM
20
Corsair Capital Management
New York
$58.5M +$6.37M +179,445 +13%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$49.5M +$23.9M +673,275 +98%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$41.6M +$4.51M +127,086 +12%
BG
23
BlackRock Group
United Kingdom
$39.1M +$8.69M +244,944 +29%
Morgan Stanley
24
Morgan Stanley
New York
$35.8M +$859K +24,210 +3%
Marshall Wace
25
Marshall Wace
United Kingdom
$34.1M +$33.3M +939,989 New

VOYA Hedge Fund Activity: Q1 2014 in Review

185 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2014, worth a combined $4.81B — up 23% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VOYA positions and 35 closed out — a net gain of 15 holders — while 75 added to existing stakes and 47 trimmed.

The largest buyer was Luxor Capital Group, adding an estimated $145M. The largest seller was Moore Capital Management, exiting entirely with an estimated $61.5M sold.

  • 185 institutional investors held Voya Financial (VOYA) as of Q1 2014, up from 172 in Q4 2013.
  • Funds reported $4.81B of Voya Financial stock for Q1 2014, up 23% quarter-over-quarter.
  • 50 funds opened new Voya Financial positions in Q1 2014 and 35 closed out, a net change of +15 holders.
  • The largest Voya Financial buyer in Q1 2014 was Luxor Capital Group, an estimated $145M added.
  • The largest Voya Financial seller in Q1 2014 was Moore Capital Management, an estimated $61.5M sold.

Based on aggregated 13F filings for Q1 2014.