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Voya Financial

365 hedge funds and large institutions have $7.41B invested in Voya Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 168 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 397365 (-32)

11% less capital invested

Capital invested by funds: $8.32B → $7.41B (-$908M)

14.42% less ownership

Funds ownership: 119.81%105.39% (-14%)

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

48% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 168

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

50% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $30.7M

Holders
365
Holders Change
-32
Holders Change %
-8.06%
% of All Funds
5.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
87
Reduced
168
Closed
68
Calls
$15.3M
Puts
$30.7M
Net Calls
-$15.5M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$710M -$49.7M -692,931 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$696M -$11.7M -162,844 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$540M -$30M -418,533 -5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$458M +$7.94M +110,655 +2%
Franklin Resources
5
Franklin Resources
California
$428M -$27.6M -384,328 -6%
Ameriprise
6
Ameriprise
Minnesota
$320M -$28.2M -392,204 -8%
SC
7
Samlyn Capital
New York
$292M -$27M -376,056 -8%
Pzena Investment Management
8
Pzena Investment Management
New York
$274M -$6.92M -96,371 -2%
State Street
9
State Street
Massachusetts
$228M -$4.07M -56,739 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$210M +$9.3M +129,471 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$171M -$4.19M -58,332 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$157M +$17.8M +248,541 +13%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$154M +$27.4M +381,602 +22%
JP Morgan Chase
14
JP Morgan Chase
New York
$151M +$3.9M +54,292 +3%
Fidelity International
15
Fidelity International
Bermuda
$143M +$1.53M +21,281 +1%
Morgan Stanley
16
Morgan Stanley
New York
$128M -$16.6M -231,327 -11%
Bank of America
17
Bank of America
North Carolina
$118M -$21M -292,854 -15%
DekaBank Deutsche Girozentrale
18
DekaBank Deutsche Girozentrale
Germany
$112M +$13.3M +185,000 +13%
Boston Partners
19
Boston Partners
Massachusetts
$112M -$1.52M -21,146 -1%
LSV Asset Management
20
LSV Asset Management
Illinois
$108M -$17.1M -237,705 -14%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$104M +$5.48M +76,331 +6%
Northern Trust
22
Northern Trust
Illinois
$91.5M +$24.2M +337,667 +36%
UBS AM
23
UBS AM
Illinois
$90.5M
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$87.1M +$6.21M +86,488 +8%
Impax Asset Management Group
25
Impax Asset Management Group
United Kingdom
$82.1M +$5.04M +70,205 +7%

VOYA Hedge Fund Activity: Q2 2023 in Review

365 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q2 2023, worth a combined $7.41B — down 11% from $8.32B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of VOYA and 37 opened new positions — a net loss of 31 holders — while 168 trimmed existing stakes and 87 added.

The largest buyer was Virginia Retirement Systems, adding an estimated $35.7M. The largest seller was Jane Street, cutting an estimated $242M.

  • 365 institutional investors held Voya Financial (VOYA) as of Q2 2023, down from 397 in Q1 2023.
  • Funds reported $7.41B of Voya Financial stock for Q2 2023, down 11% quarter-over-quarter.
  • 37 funds opened new Voya Financial positions in Q2 2023 and 68 closed out, a net change of -31 holders.
  • The largest Voya Financial buyer in Q2 2023 was Virginia Retirement Systems, an estimated $35.7M added.
  • The largest Voya Financial seller in Q2 2023 was Jane Street, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2023.