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Voya Financial

373 hedge funds and large institutions have $6.29B invested in Voya Financial in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 110 increasing their positions, 157 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

15% more capital invested

Capital invested by funds: $5.47B → $6.29B (+$824M)

12% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 52

4.44% more ownership

Funds ownership: 102.14%106.58% (+4.4%)

1% more funds holding

Funds holding: 368373 (+5)

30% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 157

42% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $33.3M

Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
58
Increased
110
Reduced
157
Closed
52
Calls
$19.2M
Puts
$33.3M
Net Calls
-$14.1M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$571M -$65.3M -1,469,370 -11%
Franklin Resources
2
Franklin Resources
California
$501M -$7.72M -173,803 -2%
BlackRock
3
BlackRock
New York
$366M -$9.22M -207,709 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$282M -$3.9M -87,895 -1%
N
5
Nuveen
North Carolina
$270M -$1.51M -34,016 -0.6%
Invesco
6
Invesco
Georgia
$243M +$11.1M +248,866 +5%
Pzena Investment Management
7
Pzena Investment Management
New York
$238M -$17.5M -394,887 -7%
SC
8
Samlyn Capital
New York
$236M +$35.8M +805,304 +19%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$234M -$8.63M -194,254 -4%
Goldman Sachs
10
Goldman Sachs
New York
$225M +$84M +1,891,696 +64%
UBS AM
11
UBS AM
Illinois
$190M +$3.93M +88,502 +2%
Ameriprise
12
Ameriprise
Minnesota
$188M -$38.2M -860,467 -18%
State Street
13
State Street
Massachusetts
$174M -$12.2M -274,641 -7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$145M +$714K +16,072 +0.5%
LSV Asset Management
15
LSV Asset Management
Illinois
$140M -$5.4M -121,538 -4%
Fidelity International
16
Fidelity International
Bermuda
$125M +$13M +291,748 +12%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$90.6M -$2.57M -57,876 -3%
JP Morgan Chase
18
JP Morgan Chase
New York
$83.4M +$7.95M +179,059 +11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$69.9M -$3.67M -82,568 -5%
Norges Bank
20
Norges Bank
Norway
$68.2M -$4.88M -109,792 -7%
PPA
21
Parametric Portfolio Associates
Washington
$60.6M -$961K -21,633 -2%
ClearBridge Investments
22
ClearBridge Investments
New York
$53.8M -$697K -15,687 -1%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$53M -$24.4M -550,478 -33%
Northern Trust
24
Northern Trust
Illinois
$51.9M -$4.55M -102,467 -8%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$51.3M -$1.39M -31,212 -3%

VOYA Hedge Fund Activity: Q2 2020 in Review

373 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q2 2020, worth a combined $6.29B — up 15% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VOYA positions and 52 closed out — a net gain of 6 holders — while 110 added to existing stakes and 157 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $84M. The largest seller was Vanguard Group, cutting an estimated $65.3M.

  • 373 institutional investors held Voya Financial (VOYA) as of Q2 2020, up from 368 in Q1 2020.
  • Funds reported $6.29B of Voya Financial stock for Q2 2020, up 15% quarter-over-quarter.
  • 58 funds opened new Voya Financial positions in Q2 2020 and 52 closed out, a net change of +6 holders.
  • The largest Voya Financial buyer in Q2 2020 was Goldman Sachs, an estimated $84M added.
  • The largest Voya Financial seller in Q2 2020 was Vanguard Group, an estimated $65.3M sold.

Based on aggregated 13F filings for Q2 2020.