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Voya Financial

244 hedge funds and large institutions have $5.13B invested in Voya Financial in 2014 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 96 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $15.3M

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

100% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 48

32% more funds holding

Funds holding: 185244 (+59)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7% more capital invested

Capital invested by funds: $4.81B → $5.13B (+$326M)

3.53% more ownership

Funds ownership: 51.96%55.49% (+3.5%)

Holders
244
Holders Change
+59
Holders Change %
+31.89%
% of All Funds
7.01%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.37%
New
93
Increased
96
Reduced
48
Closed
34
Calls
$45.7M
Puts
$15.3M
Net Calls
+$30.4M
Net Calls Change
-$4.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$429M +$2.78M +77,625 +0.7%
LCG
2
Luxor Capital Group
New York
$336M -$116M -3,258,354 -26%
Pzena Investment Management
3
Pzena Investment Management
New York
$318M +$18.2M +508,235 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$293M +$19.6M +548,322 +7%
Invesco
5
Invesco
Georgia
$208M +$29.9M +835,385 +17%
Goldman Sachs
6
Goldman Sachs
New York
$177M +$25.3M +707,111 +17%
SFM
7
Systematic Financial Management
New Jersey
$168M -$84.2M -2,355,290 -34%
Citadel Advisors
8
Citadel Advisors
Florida
$167M -$43.3M -1,211,884 -21%
Franklin Resources
9
Franklin Resources
California
$164M -$10.7M -300,385 -6%
BIT
10
BlackRock Institutional Trust
California
$159M +$36.2M +1,012,580 +30%
GC
11
Greenlight Capital
New York
$147M
Jennison Associates
12
Jennison Associates
New York
$135M +$495K +13,848 +0.4%
State Street
13
State Street
Massachusetts
$126M +$38.7M +1,081,916 +45%
AAMU
14
Amundi Asset Management US
Massachusetts
$115M +$1.09M +30,536 +1%
Lazard Asset Management
15
Lazard Asset Management
New York
$97.3M +$95.7M +2,677,689 +739,693%
SCM
16
Snow Capital Management
Pennsylvania
$92.9M +$91.4M +2,555,275 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$90M -$25.8M -722,805 -23%
RCI
18
RRJ Capital II
Cayman Islands
$88M -$313M -8,752,045 -78%
AllianceBernstein
19
AllianceBernstein
Tennessee
$78.2M +$2.29M +64,114 +3%
HCM
20
Huber Capital Management
California
$69.6M -$1.38M -38,589 -2%
Norges Bank
21
Norges Bank
Norway
$68.7M +$39.7M +1,111,785 +143%
CCM
22
Corsair Capital Management
New York
$56.5M -$2M -55,827 -3%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$50.9M +$50.1M +1,400,000 New
AIM
24
Assured Investment Management
New York
$46.1M +$45.3M +1,267,497 New
BFA
25
BlackRock Fund Advisors
California
$44.6M +$21.1M +588,879 +92%

VOYA Hedge Fund Activity: Q2 2014 in Review

244 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q2 2014, worth a combined $5.13B — up 6.8% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VOYA positions and 34 closed out — a net gain of 59 holders — while 96 added to existing stakes and 48 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $95.7M. The largest seller was RRJ Capital II, cutting an estimated $313M.

  • 244 institutional investors held Voya Financial (VOYA) as of Q2 2014, up from 185 in Q1 2014.
  • Funds reported $5.13B of Voya Financial stock for Q2 2014, up 6.8% quarter-over-quarter.
  • 93 funds opened new Voya Financial positions in Q2 2014 and 34 closed out, a net change of +59 holders.
  • The largest Voya Financial buyer in Q2 2014 was Lazard Asset Management, an estimated $95.7M added.
  • The largest Voya Financial seller in Q2 2014 was RRJ Capital II, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2014.