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Voya Financial

368 hedge funds and large institutions have $5.47B invested in Voya Financial in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 107 increasing their positions, 174 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $18.9M

4.73% less ownership

Funds ownership: 106.86%102.14% (-4.7%)

10% less funds holding

Funds holding: 408368 (-40)

38% less capital invested

Capital invested by funds: $8.77B → $5.47B (-$3.31B)

39% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 174

44% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 86

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
368
Holders Change
-40
Holders Change %
-9.8%
% of All Funds
8.11%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
48
Increased
107
Reduced
174
Closed
86
Calls
$17.4M
Puts
$18.9M
Net Calls
-$1.5M
Net Calls Change
-$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$556M +$11.4M +209,062 +2%
Franklin Resources
2
Franklin Resources
California
$420M -$544K -9,980 -0.1%
BlackRock
3
BlackRock
New York
$327M -$21.9M -402,182 -5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$249M +$7.06M +129,433 +2%
N
5
Nuveen
North Carolina
$236M +$29.3M +537,203 +10%
Pzena Investment Management
6
Pzena Investment Management
New York
$223M -$10.8M -197,379 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$211M +$84.9M +1,557,333 +43%
Invesco
8
Invesco
Georgia
$201M -$11.4M -209,255 -4%
Ameriprise
9
Ameriprise
Minnesota
$198M -$68.8M -1,261,318 -21%
SC
10
Samlyn Capital
New York
$172M +$106M +1,938,598 +84%
State Street
11
State Street
Massachusetts
$162M -$14.9M -273,955 -6%
UBS AM
12
UBS AM
Illinois
$161M +$137M +2,509,985 +171%
LSV Asset Management
13
LSV Asset Management
Illinois
$127M -$8.61M -157,797 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$125M +$8.67M +158,904 +5%
Goldman Sachs
15
Goldman Sachs
New York
$119M -$98.3M -1,802,532 -38%
Fidelity International
16
Fidelity International
Bermuda
$96.9M +$63.9M +1,172,414 +96%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$81.1M +$16.7M +306,311 +18%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$68.4M -$26.6M -486,910 -22%
JP Morgan Chase
19
JP Morgan Chase
New York
$65.3M +$64M +1,172,761 +269%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$64.1M +$2.1M +38,575 +2%
Norges Bank
21
Norges Bank
Norway
$63.7M -$5.63M -103,267 -6%
PPA
22
Parametric Portfolio Associates
Washington
$53.6M +$2.68M +49,120 +4%
AL
23
AJO LP
Pennsylvania
$49.4M -$89M -1,631,282 -57%
Northern Trust
24
Northern Trust
Illinois
$49.3M +$2.72M +49,906 +4%
Victory Capital Management
25
Victory Capital Management
Texas
$48.1M +$30.8M +565,446 +91%

VOYA Hedge Fund Activity: Q1 2020 in Review

368 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2020, worth a combined $5.47B — down 38% from $8.77B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of VOYA and 48 opened new positions — a net loss of 38 holders — while 174 trimmed existing stakes and 107 added.

The largest buyer was UBS AM, adding an estimated $137M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 368 institutional investors held Voya Financial (VOYA) as of Q1 2020, down from 408 in Q4 2019.
  • Funds reported $5.47B of Voya Financial stock for Q1 2020, down 38% quarter-over-quarter.
  • 48 funds opened new Voya Financial positions in Q1 2020 and 86 closed out, a net change of -38 holders.
  • The largest Voya Financial buyer in Q1 2020 was UBS AM, an estimated $137M added.
  • The largest Voya Financial seller in Q1 2020 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q1 2020.