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Voya Financial

348 hedge funds and large institutions have $4.85B invested in Voya Financial in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

27% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $5.78M

3% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 129

0.4% more ownership

Funds ownership: 95.68%96.08% (+0.4%)

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

1% less funds holding

Funds holding: 353348 (-5)

18% less capital invested

Capital invested by funds: $5.9B → $4.85B (-$1.05B)

Holders
348
Holders Change
-5
Holders Change %
-1.42%
% of All Funds
9.28%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
43
Increased
133
Reduced
129
Closed
44
Calls
$7.33M
Puts
$5.78M
Net Calls
+$1.55M
Net Calls Change
+$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$399M -$848K -27,718 -0.2%
Pzena Investment Management
2
Pzena Investment Management
New York
$376M +$110M +3,612,038 +31%
Franklin Resources
3
Franklin Resources
California
$302M +$80.1M +2,618,169 +27%
Invesco
4
Invesco
Georgia
$196M -$40.7M -1,330,053 -14%
AL
5
AJO LP
Pennsylvania
$190M +$28.2M +921,751 +14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$163M -$5.01M -163,890 -2%
State Street
7
State Street
Massachusetts
$140M -$3.72M -121,636 -2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$139M +$11.2M +367,365 +7%
BIT
9
BlackRock Institutional Trust
California
$136M -$36M -1,176,399 -18%
GC
10
Greenlight Capital
New York
$122M +$16.8M +550,000 +13%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$116M +$16.4M +536,577 +13%
Goldman Sachs
12
Goldman Sachs
New York
$105M +$63.3M +2,068,763 +95%
NI
13
Numeric Investors
Massachusetts
$94.2M +$31M +1,012,700 +36%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$80M -$64.8M -2,116,880 -40%
Deutsche Bank
15
Deutsche Bank
Germany
$79.4M +$65.8M +2,149,706 +203%
SFM
16
Systematic Financial Management
New Jersey
$76.1M -$8.58M -280,360 -8%
LSV Asset Management
17
LSV Asset Management
Illinois
$74.3M -$1.96M -64,000 -2%
EA
18
Emerald Acquisition
Washington
$73.4M +$90.7M +2,964,670 New
Jennison Associates
19
Jennison Associates
New York
$71M -$11.8M -385,872 -12%
Morgan Stanley
20
Morgan Stanley
New York
$70.1M +$39.9M +1,305,119 +86%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$65.2M +$5.51M +180,224 +7%
Charles Schwab
22
Charles Schwab
California
$65M +$1.21M +39,433 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$63M -$34.4M -1,124,666 -31%
SCM
24
Snow Capital Management
Pennsylvania
$52.7M +$1.82M +59,578 +3%
Norges Bank
25
Norges Bank
Norway
$50.9M +$5.48M +179,248 +10%

VOYA Hedge Fund Activity: Q2 2016 in Review

348 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q2 2016, worth a combined $4.85B — down 18% from $5.9B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of VOYA and 43 opened new positions — a net loss of 1 holder — while 129 trimmed existing stakes and 133 added.

The largest buyer was Pzena Investment Management, adding an estimated $110M. The largest seller was Ameriprise, cutting an estimated $122M.

  • 348 institutional investors held Voya Financial (VOYA) as of Q2 2016, down from 353 in Q1 2016.
  • Funds reported $4.85B of Voya Financial stock for Q2 2016, down 18% quarter-over-quarter.
  • 43 funds opened new Voya Financial positions in Q2 2016 and 44 closed out, a net change of -1 holder.
  • The largest Voya Financial buyer in Q2 2016 was Pzena Investment Management, an estimated $110M added.
  • The largest Voya Financial seller in Q2 2016 was Ameriprise, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2016.