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Voya Financial

351 hedge funds and large institutions have $7.34B invested in Voya Financial in 2016 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 105 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.1M

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

33% more capital invested

Capital invested by funds: $5.5B → $7.34B (+$1.84B)

4% more funds holding

Funds holding: 336351 (+15)

0.99% more ownership

Funds ownership: 95.84%96.83% (+0.99%)

31% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 153

Holders
351
Holders Change
+15
Holders Change %
+4.46%
% of All Funds
8.78%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.42%
New
67
Increased
105
Reduced
153
Closed
46
Calls
$16.1M
Puts
$6.1M
Net Calls
+$10M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$620M -$17.6M -500,479 -3%
Pzena Investment Management
2
Pzena Investment Management
New York
$546M -$111M -3,160,401 -19%
Franklin Resources
3
Franklin Resources
California
$529M -$3.96M -112,260 -0.8%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$306M +$9.42M +267,196 +4%
AL
5
AJO LP
Pennsylvania
$256M -$32.1M -909,542 -12%
GC
6
Greenlight Capital
New York
$232M +$26.5M +752,552 +15%
State Street
7
State Street
Massachusetts
$227M -$9.01M -255,735 -4%
BIT
8
BlackRock Institutional Trust
California
$214M -$8.69M -246,558 -4%
Invesco
9
Invesco
Georgia
$214M -$16.7M -473,317 -8%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$208M -$5.46M -154,859 -3%
Citigroup
11
Citigroup
New York
$148M +$125M +3,535,394 +1,554%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$128M +$893K +25,339 +0.8%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$126M +$113M +3,200,268 New
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$120M +$12.1M +343,428 +13%
LSV Asset Management
15
LSV Asset Management
Illinois
$113M -$3.08M -87,450 -3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$111M +$92.9M +2,635,925 +1,329%
NI
17
Numeric Investors
Massachusetts
$111M -$14.4M -408,270 -13%
Millennium Management
18
Millennium Management
New York
$106M +$60.5M +1,716,015 +173%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$93.5M -$17.1M -485,300 -17%
BFA
20
BlackRock Fund Advisors
California
$90.1M +$5.15M +146,020 +7%
Goldman Sachs
21
Goldman Sachs
New York
$88.7M +$33.6M +953,115 +73%
SFM
22
Systematic Financial Management
New Jersey
$86.5M -$28.9M -819,034 -27%
PPA
23
Parametric Portfolio Associates
Washington
$83.9M -$4.45M -126,272 -6%
Norges Bank
24
Norges Bank
Norway
$80.3M +$469K +13,312 +0.7%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$73.7M -$43.6M -1,235,913 -40%

VOYA Hedge Fund Activity: Q4 2016 in Review

351 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q4 2016, worth a combined $7.34B — up 33% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VOYA positions and 46 closed out — a net gain of 21 holders — while 105 added to existing stakes and 153 trimmed.

The largest buyer was Citigroup, adding an estimated $125M. The largest seller was Pzena Investment Management, cutting an estimated $111M.

  • 351 institutional investors held Voya Financial (VOYA) as of Q4 2016, up from 336 in Q3 2016.
  • Funds reported $7.34B of Voya Financial stock for Q4 2016, up 33% quarter-over-quarter.
  • 67 funds opened new Voya Financial positions in Q4 2016 and 46 closed out, a net change of +21 holders.
  • The largest Voya Financial buyer in Q4 2016 was Citigroup, an estimated $125M added.
  • The largest Voya Financial seller in Q4 2016 was Pzena Investment Management, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2016.