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Voya Financial

397 hedge funds and large institutions have $8.32B invested in Voya Financial in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $6.73B → $8.32B (+$1.58B)

4.07% more ownership

Funds ownership: 115.75%119.81% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 413397 (-16)

11% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 152

20% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 59

47% less call options, than puts

Call options by funds: $82.2M | Put options by funds: $155M

Holders
397
Holders Change
-16
Holders Change %
-3.87%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
47
Increased
136
Reduced
152
Closed
59
Calls
$82.2M
Puts
$155M
Net Calls
-$73.2M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$757M -$82.7M -1,181,893 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$706M +$18.2M +259,545 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$568M +$76.8M +1,097,487 +16%
Franklin Resources
4
Franklin Resources
California
$454M -$95.6M -1,364,839 -18%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$449M +$98.4M +1,406,021 +29%
Ameriprise
6
Ameriprise
Minnesota
$347M -$8.62M -123,112 -2%
SC
7
Samlyn Capital
New York
$318M -$21.9M -312,856 -7%
Pzena Investment Management
8
Pzena Investment Management
New York
$280M -$18.2M -260,204 -6%
Jane Street
9
Jane Street
New York
$244M +$239M +3,413,511 +51,470%
State Street
10
State Street
Massachusetts
$231M -$2.88M -41,165 -1%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$200M +$4.79M +68,464 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$174M -$28.3M -403,590 -14%
JP Morgan Chase
13
JP Morgan Chase
New York
$147M -$2.48M -35,376 -2%
Morgan Stanley
14
Morgan Stanley
New York
$144M +$485K +6,933 +0.3%
Fidelity International
15
Fidelity International
Bermuda
$141M -$871K -12,446 -0.6%
Bank of America
16
Bank of America
North Carolina
$139M +$24.5M +349,271 +22%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$138M +$128M +1,821,662 +1,590%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$126M +$120M +1,708,828 +3,381%
LSV Asset Management
19
LSV Asset Management
Illinois
$124M -$2.37M -33,800 -2%
Boston Partners
20
Boston Partners
Massachusetts
$114M +$7.97M +113,904 +8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$97.8M +$2.08M +29,676 +2%
DekaBank Deutsche Girozentrale
22
DekaBank Deutsche Girozentrale
Germany
$97.4M +$22.7M +324,800 +30%
UBS AM
23
UBS AM
Illinois
$90.5M -$739K -10,556 -0.8%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$80.7M -$19.1M -272,665 -19%
GKIM
25
GW&K Investment Management
Massachusetts
$79.5M +$969K +13,837 +1%

VOYA Hedge Fund Activity: Q1 2023 in Review

397 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q1 2023, worth a combined $8.32B — up 24% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of VOYA and 47 opened new positions — a net loss of 12 holders — while 152 trimmed existing stakes and 136 added.

The largest buyer was Jane Street, adding an estimated $239M. The largest seller was Franklin Resources, cutting an estimated $95.6M.

  • 397 institutional investors held Voya Financial (VOYA) as of Q1 2023, down from 413 in Q4 2022.
  • Funds reported $8.32B of Voya Financial stock for Q1 2023, up 24% quarter-over-quarter.
  • 47 funds opened new Voya Financial positions in Q1 2023 and 59 closed out, a net change of -12 holders.
  • The largest Voya Financial buyer in Q1 2023 was Jane Street, an estimated $239M added.
  • The largest Voya Financial seller in Q1 2023 was Franklin Resources, an estimated $95.6M sold.

Based on aggregated 13F filings for Q1 2023.