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Voya Financial

336 hedge funds and large institutions have $5.5B invested in Voya Financial in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $4.55M

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

14% more capital invested

Capital invested by funds: $4.85B → $5.5B (+$655M)

0.24% less ownership

Funds ownership: 96.08%95.84% (-0.24%)

3% less funds holding

Funds holding: 348336 (-12)

17% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 138

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
336
Holders Change
-12
Holders Change %
-3.45%
% of All Funds
8.96%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
34
Increased
115
Reduced
138
Closed
45
Calls
$12.9M
Puts
$4.55M
Net Calls
+$8.4M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$492M +$52M +1,902,326 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$470M +$5.77M +211,089 +1%
Franklin Resources
3
Franklin Resources
California
$392M +$38.4M +1,406,370 +12%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$217M +$26.4M +964,646 +15%
AL
5
AJO LP
Pennsylvania
$214M -$6.66M -243,825 -3%
State Street
6
State Street
Massachusetts
$174M +$10.9M +397,982 +7%
Invesco
7
Invesco
Georgia
$171M -$54.4M -1,989,654 -25%
BIT
8
BlackRock Institutional Trust
California
$165M +$6.2M +226,833 +4%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$157M -$3.76M -137,479 -2%
GC
10
Greenlight Capital
New York
$149M +$6.15M +225,000 +5%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$93.7M +$547K +20,021 +0.6%
NI
12
Numeric Investors
Massachusetts
$93.2M -$15.6M -569,900 -15%
EA
13
Emerald Acquisition
Washington
$90.5M +$4.82M +176,392 +6%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$89.8M -$42.6M -1,560,374 -33%
SFM
15
Systematic Financial Management
New Jersey
$87.2M -$1.34M -49,212 -2%
LSV Asset Management
16
LSV Asset Management
Illinois
$85.8M -$631K -23,100 -0.8%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$82.7M +$6.45M +236,067 +9%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$78.6M +$72.3M +2,645,884 +3,225%
Jennison Associates
19
Jennison Associates
New York
$73.8M -$8.4M -307,396 -11%
Charles Schwab
20
Charles Schwab
California
$73.2M -$2.37M -86,896 -3%
PPA
21
Parametric Portfolio Associates
Washington
$65.3M +$9.36M +342,604 +18%
BFA
22
BlackRock Fund Advisors
California
$62M +$2.75M +100,480 +5%
LCG
23
Luxor Capital Group
New York
$60.7M +$57.6M +2,107,399 New
SCM
24
Snow Capital Management
Pennsylvania
$59.9M -$1.29M -47,201 -2%
JIM
25
Jupiter Investment Management
United Kingdom
$56.2M +$21.6M +789,870 +68%

VOYA Hedge Fund Activity: Q3 2016 in Review

336 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2016, worth a combined $5.5B — up 14% from $4.85B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of VOYA and 34 opened new positions — a net loss of 11 holders — while 138 trimmed existing stakes and 115 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $72.3M. The largest seller was Goldman Sachs, cutting an estimated $80.3M.

  • 336 institutional investors held Voya Financial (VOYA) as of Q3 2016, down from 348 in Q2 2016.
  • Funds reported $5.5B of Voya Financial stock for Q3 2016, up 14% quarter-over-quarter.
  • 34 funds opened new Voya Financial positions in Q3 2016 and 45 closed out, a net change of -11 holders.
  • The largest Voya Financial buyer in Q3 2016 was T. Rowe Price Associates, an estimated $72.3M added.
  • The largest Voya Financial seller in Q3 2016 was Goldman Sachs, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2016.