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Voya Financial

359 hedge funds and large institutions have $8.33B invested in Voya Financial in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $4.35M

24% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 123

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

1% less funds holding

Funds holding: 363359 (-4)

1.54% less ownership

Funds ownership: 96.52%94.98% (-1.5%)

19% less capital invested

Capital invested by funds: $10.3B → $8.33B (-$1.93B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
359
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
10.02%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.31%
New
43
Increased
152
Reduced
123
Closed
45
Calls
$14.6M
Puts
$4.35M
Net Calls
+$10.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$639M +$14.7M +334,234 +2%
Invesco
2
Invesco
Georgia
$339M -$17.8M -405,040 -4%
Lazard Asset Management
3
Lazard Asset Management
New York
$327M +$47.7M +1,084,676 +15%
BIT
4
BlackRock Institutional Trust
California
$302M -$68.1M -1,548,036 -17%
Pzena Investment Management
5
Pzena Investment Management
New York
$287M -$12.4M -281,899 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$273M -$131M -2,987,710 -30%
AL
7
AJO LP
Pennsylvania
$218M +$14.9M +339,088 +6%
AllianceBernstein
8
AllianceBernstein
Tennessee
$203M +$202M +4,604,606 +732%
State Street
9
State Street
Massachusetts
$202M -$895K -20,352 -0.4%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$200M -$42.8M -972,256 -16%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$199M +$10M +227,638 +5%
Ameriprise
12
Ameriprise
Minnesota
$189M +$86.3M +1,962,113 +67%
Goldman Sachs
13
Goldman Sachs
New York
$180M -$27.4M -622,341 -12%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$169M -$1.51M -34,336 -0.8%
EIP
15
Epoch Investment Partners
New York
$164M +$42.5M +965,542 +30%
GC
16
Greenlight Capital
New York
$141M -$97.9M -2,226,987 -38%
RFC
17
Russell Frank Company
Washington
$140M +$8.03M +182,526 +5%
UBS AM
18
UBS AM
Illinois
$130M +$94.9M +2,158,662 +182%
Jennison Associates
19
Jennison Associates
New York
$121M +$4.1M +93,163 +3%
SFM
20
Systematic Financial Management
New Jersey
$121M -$15.7M -356,861 -10%
LSV Asset Management
21
LSV Asset Management
Illinois
$112M +$121M +2,761,700 +2,256%
NI
22
Numeric Investors
Massachusetts
$107M +$3.25M +73,800 +3%
Charles Schwab
23
Charles Schwab
California
$106M +$14.8M +337,430 +14%
AAMU
24
Amundi Asset Management US
Massachusetts
$99.7M +$19.3M +439,649 +21%
Deutsche Bank
25
Deutsche Bank
Germany
$87.6M +$52.6M +1,195,285 +112%

VOYA Hedge Fund Activity: Q3 2015 in Review

359 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2015, worth a combined $8.33B — down 19% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of VOYA and 43 opened new positions — a net loss of 2 holders — while 123 trimmed existing stakes and 152 added.

The largest buyer was AllianceBernstein, adding an estimated $202M. The largest seller was Citadel Advisors, cutting an estimated $196M.

  • 359 institutional investors held Voya Financial (VOYA) as of Q3 2015, down from 363 in Q2 2015.
  • Funds reported $8.33B of Voya Financial stock for Q3 2015, down 19% quarter-over-quarter.
  • 43 funds opened new Voya Financial positions in Q3 2015 and 45 closed out, a net change of -2 holders.
  • The largest Voya Financial buyer in Q3 2015 was AllianceBernstein, an estimated $202M added.
  • The largest Voya Financial seller in Q3 2015 was Citadel Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2015.