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Voya Financial

353 hedge funds and large institutions have $5.9B invested in Voya Financial in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 125 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 125

1.65% more ownership

Funds ownership: 94.04%95.68% (+1.6%)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

0% less funds holding

Funds holding: 354353 (-1)

24% less capital invested

Capital invested by funds: $7.71B → $5.9B (-$1.82B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

40% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $9.01M

Holders
353
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
9.41%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
56
Increased
139
Reduced
125
Closed
55
Calls
$5.44M
Puts
$9.01M
Net Calls
-$3.57M
Net Calls Change
-$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$480M -$12.7M -420,180 -3%
Pzena Investment Management
2
Pzena Investment Management
New York
$344M +$126M +4,168,230 +56%
Franklin Resources
3
Franklin Resources
California
$285M +$251M +8,308,464 +661%
Invesco
4
Invesco
Georgia
$276M +$12.8M +422,458 +5%
AL
5
AJO LP
Pennsylvania
$201M +$20.7M +684,522 +11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$201M -$5.87M -194,140 -3%
BIT
7
BlackRock Institutional Trust
California
$198M -$23.4M -771,945 -10%
State Street
8
State Street
Massachusetts
$172M -$5.21M -172,019 -3%
Ameriprise
9
Ameriprise
Minnesota
$162M -$6.46M -213,563 -4%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$159M +$6.8M +224,661 +4%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$156M +$23.2M +765,140 +17%
GC
12
Greenlight Capital
New York
$131M +$22.5M +743,920 +20%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$123M +$9.27M +306,474 +8%
JP Morgan Chase
14
JP Morgan Chase
New York
$109M +$49.4M +1,632,870 +80%
SFM
15
Systematic Financial Management
New Jersey
$99.9M +$8.35M +275,862 +9%
RFC
16
Russell Frank Company
Washington
$97.9M +$10.4M +344,579 +12%
Jennison Associates
17
Jennison Associates
New York
$96.8M -$1.47M -48,629 -1%
LSV Asset Management
18
LSV Asset Management
Illinois
$91.2M +$72.3K +2,390 +0.1%
UBS AM
19
UBS AM
Illinois
$90.5M -$19.7M -649,882 -18%
EIP
20
Epoch Investment Partners
New York
$87.4M -$3.45M -113,972 -4%
NI
21
Numeric Investors
Massachusetts
$83.1M +$4.82M +159,300 +6%
Charles Schwab
22
Charles Schwab
California
$76.8M -$8M -264,355 -9%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$73.1M +$8.68M +286,814 +13%
Goldman Sachs
24
Goldman Sachs
New York
$64.9M -$73.8M -2,438,682 -53%
SCM
25
Snow Capital Management
Pennsylvania
$61.6M +$1.17M +38,561 +2%

VOYA Hedge Fund Activity: Q1 2016 in Review

353 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2016, worth a combined $5.9B — down 24% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOYA positions and 55 closed out — a net gain of 1 holder — while 139 added to existing stakes and 125 trimmed.

The largest buyer was Franklin Resources, adding an estimated $251M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $243M sold.

  • 353 institutional investors held Voya Financial (VOYA) as of Q1 2016, down from 354 in Q4 2015.
  • Funds reported $5.9B of Voya Financial stock for Q1 2016, down 24% quarter-over-quarter.
  • 56 funds opened new Voya Financial positions in Q1 2016 and 55 closed out, a net change of +1 holder.
  • The largest Voya Financial buyer in Q1 2016 was Franklin Resources, an estimated $251M added.
  • The largest Voya Financial seller in Q1 2016 was Americafirst Capital Management, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2016.