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Voya Financial

389 hedge funds and large institutions have $8.49B invested in Voya Financial in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 149 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $73.5M | Put options by funds: $11.8M

16% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 45

1% more capital invested

Capital invested by funds: $8.39B → $8.49B (+$98.7M)

1% more funds holding

Funds holding: 387389 (+2)

1.01% less ownership

Funds ownership: 108.94%107.93% (-1%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 149

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
389
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
52
Increased
127
Reduced
149
Closed
45
Calls
$73.5M
Puts
$11.8M
Net Calls
+$61.7M
Net Calls Change
+$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$710M +$3.4M +56,529 +0.5%
BlackRock
2
BlackRock
New York
$708M +$213M +3,551,841 +47%
Franklin Resources
3
Franklin Resources
California
$613M -$21.7M -360,986 -4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$400M -$9.62M -160,041 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$395M +$1.48M +24,585 +0.4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$300M +$18M +300,285 +7%
Pzena Investment Management
7
Pzena Investment Management
New York
$299M +$5.8M +96,582 +2%
Ameriprise
8
Ameriprise
Minnesota
$278M +$16.5M +274,770 +7%
Invesco
9
Invesco
Georgia
$273M -$10.3M -170,843 -4%
State Street
10
State Street
Massachusetts
$244M -$2.96M -49,290 -1%
N
11
Nuveen
North Carolina
$243M -$9.53M -158,610 -4%
SC
12
Samlyn Capital
New York
$229M -$101M -1,684,834 -32%
JP Morgan Chase
13
JP Morgan Chase
New York
$209M +$30.9M +514,041 +19%
Goldman Sachs
14
Goldman Sachs
New York
$203M -$48.2M -801,355 -20%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$177M -$2.87M -47,797 -2%
Fidelity International
16
Fidelity International
Bermuda
$176M -$636K -10,592 -0.4%
LSV Asset Management
17
LSV Asset Management
Illinois
$133M -$20.9M -348,035 -14%
ECP
18
Empyrean Capital Partners
California
$132M +$9.31M +155,000 +8%
UBS AM
19
UBS AM
Illinois
$125M -$116M -1,922,130 -49%
Norges Bank
20
Norges Bank
Norway
$100M +$14M +233,533 +17%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$94.5M -$1.32M -21,938 -1%
AllianceBernstein
22
AllianceBernstein
Tennessee
$84.8M -$3.74M -62,178 -4%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$84.6M -$36.4M -605,506 -31%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$77.8M +$31.9M +531,442 +77%
PPA
25
Parametric Portfolio Associates
Washington
$76.5M -$8.79M -146,272 -11%

VOYA Hedge Fund Activity: Q1 2021 in Review

389 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2021, worth a combined $8.49B — up 1.2% from $8.39B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOYA positions and 45 closed out — a net gain of 7 holders — while 127 added to existing stakes and 149 trimmed.

The largest buyer was BlackRock, adding an estimated $213M. The largest seller was UBS AM, cutting an estimated $116M.

  • 389 institutional investors held Voya Financial (VOYA) as of Q1 2021, up from 387 in Q4 2020.
  • Funds reported $8.49B of Voya Financial stock for Q1 2021, up 1.2% quarter-over-quarter.
  • 52 funds opened new Voya Financial positions in Q1 2021 and 45 closed out, a net change of +7 holders.
  • The largest Voya Financial buyer in Q1 2021 was BlackRock, an estimated $213M added.
  • The largest Voya Financial seller in Q1 2021 was UBS AM, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2021.