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Voya Financial

387 hedge funds and large institutions have $8.39B invested in Voya Financial in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 150 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $20.8M

31% more capital invested

Capital invested by funds: $6.4B → $8.39B (+$1.99B)

20% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 41

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.25% more ownership

Funds ownership: 106.69%108.94% (+2.2%)

1% more funds holding

Funds holding: 383387 (+4)

8% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 150

Holders
387
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.85%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
49
Increased
138
Reduced
150
Closed
41
Calls
$41.1M
Puts
$20.8M
Net Calls
+$20.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$653M -$6.09M -112,287 -1%
Franklin Resources
2
Franklin Resources
California
$588M +$3.94M +72,771 +0.7%
BlackRock
3
BlackRock
New York
$446M +$480K +8,854 +0.1%
KBC Group
4
KBC Group
Belgium
$379M +$4.77M +88,014 +8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$379M +$10.3M +190,925 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$364M +$222M +4,094,961 +196%
SC
7
Samlyn Capital
New York
$311M -$47M -867,103 -14%
Pzena Investment Management
8
Pzena Investment Management
New York
$271M -$5.86M -108,074 -2%
Invesco
9
Invesco
Georgia
$262M -$16.3M -300,076 -6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$260M +$2.52M +46,548 +1%
Ameriprise
11
Ameriprise
Minnesota
$241M +$34.6M +637,933 +18%
Goldman Sachs
12
Goldman Sachs
New York
$234M -$11.7M -215,306 -5%
N
13
Nuveen
North Carolina
$234M -$66.9M -1,233,743 -24%
UBS AM
14
UBS AM
Illinois
$229M +$60.6M +1,118,534 +40%
State Street
15
State Street
Massachusetts
$229M +$9.95M +183,643 +5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$166M -$4.54M -83,766 -3%
Fidelity International
17
Fidelity International
Bermuda
$163M +$15.5M +285,171 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$163M +$40.3M +744,058 +37%
LSV Asset Management
19
LSV Asset Management
Illinois
$144M -$20M -368,845 -13%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$114M -$5.45M -100,534 -5%
ECP
21
Empyrean Capital Partners
California
$113M +$104M +1,915,540 New
Citadel Advisors
22
Citadel Advisors
Florida
$93.6M -$68.1M -1,256,104 -44%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$88.6M +$4.04M +74,604 +5%
AllianceBernstein
24
AllianceBernstein
Tennessee
$82.1M +$5.66M +104,386 +8%
PPA
25
Parametric Portfolio Associates
Washington
$79.3M +$1.03M +18,950 +1%

VOYA Hedge Fund Activity: Q4 2020 in Review

387 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q4 2020, worth a combined $8.39B — up 31% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VOYA positions and 41 closed out — a net gain of 8 holders — while 138 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $222M. The largest seller was Easterly Investment Partners, cutting an estimated $71M.

  • 387 institutional investors held Voya Financial (VOYA) as of Q4 2020, up from 383 in Q3 2020.
  • Funds reported $8.39B of Voya Financial stock for Q4 2020, up 31% quarter-over-quarter.
  • 49 funds opened new Voya Financial positions in Q4 2020 and 41 closed out, a net change of +8 holders.
  • The largest Voya Financial buyer in Q4 2020 was Fidelity Investments, an estimated $222M added.
  • The largest Voya Financial seller in Q4 2020 was Easterly Investment Partners, an estimated $71M sold.

Based on aggregated 13F filings for Q4 2020.