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Voya Financial

341 hedge funds and large institutions have $6.54B invested in Voya Financial in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 144 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% more ownership

Funds ownership: 97.33%97.46% (+0.12%)

7% less capital invested

Capital invested by funds: $7B → $6.54B (-$457M)

7% less funds holding

Funds holding: 367341 (-26)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 144

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

83% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $61.1M

Holders
341
Holders Change
-26
Holders Change %
-7.08%
% of All Funds
8.5%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.25%
New
37
Increased
108
Reduced
144
Closed
61
Calls
$10.2M
Puts
$61.1M
Net Calls
-$51M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$566M +$4.58M +125,764 +0.8%
Franklin Resources
2
Franklin Resources
California
$503M +$8.49M +233,423 +2%
Pzena Investment Management
3
Pzena Investment Management
New York
$473M +$856K +23,534 +0.2%
BlackRock
4
BlackRock
New York
$403M +$9.82M +269,982 +3%
Invesco
5
Invesco
Georgia
$302M -$5.23M -143,769 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$225M -$4.77M -130,980 -2%
GC
7
Greenlight Capital
New York
$218M
JP Morgan Chase
8
JP Morgan Chase
New York
$209M +$45M +1,236,885 +28%
State Street
9
State Street
Massachusetts
$208M +$2.04M +56,189 +1%
AL
10
AJO LP
Pennsylvania
$206M -$21.3M -584,871 -9%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$195M -$28.8M -792,005 -13%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$138M +$12.5M +342,509 +10%
UBS AM
13
UBS AM
Illinois
$124M +$30.5M +837,925 +33%
LSV Asset Management
14
LSV Asset Management
Illinois
$108M +$171K +4,700 +0.2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$106M +$11.8M +322,929 +13%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$87.7M +$15.4M +423,053 +22%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$87.6M -$16.3M -447,939 -16%
NI
18
Numeric Investors
Massachusetts
$80.4M +$6.9M +189,700 +10%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$77.1M -$9.7M -266,606 -11%
LCG
20
Luxor Capital Group
New York
$75.1M +$15.2M +417,466 +26%
Norges Bank
21
Norges Bank
Norway
$70M -$3.52M -96,677 -5%
Bank of America
22
Bank of America
North Carolina
$68.4M -$6.91M -189,770 -9%
JIM
23
Jupiter Investment Management
United Kingdom
$65.3M -$2.84M -78,134 -4%
PPA
24
Parametric Portfolio Associates
Washington
$61.9M -$7.25M -199,247 -11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$56.5M +$5.3M +145,632 +11%

VOYA Hedge Fund Activity: Q2 2017 in Review

341 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q2 2017, worth a combined $6.54B — down 6.5% from $7B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of VOYA and 37 opened new positions — a net loss of 24 holders — while 144 trimmed existing stakes and 108 added.

The largest buyer was JP Morgan Chase, adding an estimated $45M. The largest seller was Ninety One (UK), exiting entirely with an estimated $123M sold.

  • 341 institutional investors held Voya Financial (VOYA) as of Q2 2017, down from 367 in Q1 2017.
  • Funds reported $6.54B of Voya Financial stock for Q2 2017, down 6.5% quarter-over-quarter.
  • 37 funds opened new Voya Financial positions in Q2 2017 and 61 closed out, a net change of -24 holders.
  • The largest Voya Financial buyer in Q2 2017 was JP Morgan Chase, an estimated $45M added.
  • The largest Voya Financial seller in Q2 2017 was Ninety One (UK), an estimated $123M sold.

Based on aggregated 13F filings for Q2 2017.