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Voya Financial

395 hedge funds and large institutions have $7.72B invested in Voya Financial in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 130 increasing their positions, 148 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $18.9M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

25% more capital invested

Capital invested by funds: $6.19B → $7.72B (+$1.53B)

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

6.66% more ownership

Funds ownership: 99.23%105.88% (+6.7%)

2% more funds holding

Funds holding: 388395 (+7)

12% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 148

Holders
395
Holders Change
+7
Holders Change %
+1.8%
% of All Funds
8.55%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
53
Increased
130
Reduced
148
Closed
43
Calls
$87.5M
Puts
$18.9M
Net Calls
+$68.6M
Net Calls Change
+$47.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$721M +$493K +10,390 +0.1%
Franklin Resources
2
Franklin Resources
California
$548M -$184M -3,873,940 -26%
BlackRock
3
BlackRock
New York
$444M -$8.17M -172,149 -2%
Pzena Investment Management
4
Pzena Investment Management
New York
$406M -$86.1M -1,815,471 -18%
Invesco
5
Invesco
Georgia
$295M -$1.3M -27,304 -0.5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$258M +$17.5M +368,372 +8%
State Street
7
State Street
Massachusetts
$241M +$4.88M +102,850 +2%
Goldman Sachs
8
Goldman Sachs
New York
$217M +$17.4M +367,675 +9%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$206M -$50.6M -1,066,482 -21%
Ameriprise
10
Ameriprise
Minnesota
$189M +$46.1M +972,034 +34%
SC
11
Samlyn Capital
New York
$166M +$23.1M +485,899 +17%
TCIM
12
TIAA CREF Investment Management
New York
$148M -$114M -2,392,845 -45%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$140M -$19.1M -402,855 -13%
LSV Asset Management
14
LSV Asset Management
Illinois
$130M -$1.28M -26,900 -1%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$121M +$3.17M +66,864 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$120M +$14.4M +303,575 +15%
SI
17
Scout Investments
Missouri
$117M +$54M +1,137,895 +95%
UBS AM
18
UBS AM
Illinois
$101M -$12.1M -254,211 -11%
ClearBridge Investments
19
ClearBridge Investments
New York
$99.6M +$5.9M +124,249 +7%
Millennium Management
20
Millennium Management
New York
$94.7M +$46.7M +984,977 +108%
TA
21
Teachers Advisors
New York
$89.4M -$4.58M -96,477 -5%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$87.4M +$66.3M +1,398,043 +398%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$84.3M -$12.4M -261,482 -13%
Norges Bank
24
Norges Bank
Norway
$83.7M
Citadel Advisors
25
Citadel Advisors
Florida
$79M +$18.7M +393,144 +33%

VOYA Hedge Fund Activity: Q1 2019 in Review

395 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2019, worth a combined $7.72B — up 25% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VOYA positions and 43 closed out — a net gain of 10 holders — while 130 added to existing stakes and 148 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $66.3M. The largest seller was Franklin Resources, cutting an estimated $184M.

  • 395 institutional investors held Voya Financial (VOYA) as of Q1 2019, up from 388 in Q4 2018.
  • Funds reported $7.72B of Voya Financial stock for Q1 2019, up 25% quarter-over-quarter.
  • 53 funds opened new Voya Financial positions in Q1 2019 and 43 closed out, a net change of +10 holders.
  • The largest Voya Financial buyer in Q1 2019 was Balyasny Asset Management, an estimated $66.3M added.
  • The largest Voya Financial seller in Q1 2019 was Franklin Resources, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2019.