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Voya Financial

383 hedge funds and large institutions have $6.4B invested in Voya Financial in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 149 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $19.6M

32% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 34

3% more funds holding

Funds holding: 373383 (+10)

2% more capital invested

Capital invested by funds: $6.29B → $6.4B (+$111M)

0.11% more ownership

Funds ownership: 106.58%106.69% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

17% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 149

Holders
383
Holders Change
+10
Holders Change %
+2.68%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
45
Increased
123
Reduced
149
Closed
34
Calls
$29.5M
Puts
$19.6M
Net Calls
+$9.92M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$537M -$50.4M -1,023,026 -8%
Franklin Resources
2
Franklin Resources
California
$476M -$12.7M -258,895 -3%
BlackRock
3
BlackRock
New York
$363M -$13.8M -281,297 -4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$300M +$9.58M +194,619 +3%
SC
5
Samlyn Capital
New York
$295M +$54M +1,096,394 +22%
N
6
Nuveen
North Carolina
$250M -$27.8M -563,807 -10%
Invesco
7
Invesco
Georgia
$228M -$22M -447,918 -9%
Pzena Investment Management
8
Pzena Investment Management
New York
$226M -$19M -385,687 -8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$209M -$32M -650,015 -13%
Goldman Sachs
10
Goldman Sachs
New York
$201M -$31M -629,614 -13%
State Street
11
State Street
Massachusetts
$178M -$1.34M -27,249 -0.7%
Ameriprise
12
Ameriprise
Minnesota
$166M -$27.5M -559,513 -14%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$139M -$9.56M -194,225 -6%
Citadel Advisors
14
Citadel Advisors
Florida
$137M +$88.2M +1,791,684 +170%
LSV Asset Management
15
LSV Asset Management
Illinois
$135M -$9.64M -195,726 -7%
UBS AM
16
UBS AM
Illinois
$133M -$63.6M -1,291,339 -32%
Fidelity International
17
Fidelity International
Bermuda
$119M -$9.69M -196,823 -7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$100M +$7.38M +149,969 +8%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$97.5M +$64.9M +1,317,578 +184%
JP Morgan Chase
20
JP Morgan Chase
New York
$96.2M +$11.4M +231,723 +13%
EIP
21
Easterly Investment Partners
Massachusetts
$86.2M +$88.5M +1,796,885 +94,973%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$68.7M -$3.3M -66,956 -4%
Norges Bank
23
Norges Bank
Norway
$67.1M -$2.99M -60,826 -4%
PPA
24
Parametric Portfolio Associates
Washington
$63.7M +$1.47M +29,874 +2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$61.9M +$59.7M +1,211,879 +1,535%

VOYA Hedge Fund Activity: Q3 2020 in Review

383 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q3 2020, worth a combined $6.4B — up 1.8% from $6.29B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VOYA positions and 34 closed out — a net gain of 11 holders — while 123 added to existing stakes and 149 trimmed.

The largest buyer was Easterly Investment Partners, adding an estimated $88.5M. The largest seller was UBS AM, cutting an estimated $63.6M.

  • 383 institutional investors held Voya Financial (VOYA) as of Q3 2020, up from 373 in Q2 2020.
  • Funds reported $6.4B of Voya Financial stock for Q3 2020, up 1.8% quarter-over-quarter.
  • 45 funds opened new Voya Financial positions in Q3 2020 and 34 closed out, a net change of +11 holders.
  • The largest Voya Financial buyer in Q3 2020 was Easterly Investment Partners, an estimated $88.5M added.
  • The largest Voya Financial seller in Q3 2020 was UBS AM, an estimated $63.6M sold.

Based on aggregated 13F filings for Q3 2020.