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Voya Financial

391 hedge funds and large institutions have $7.35B invested in Voya Financial in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $6.85B → $7.35B (+$507M)

3% more funds holding

Funds holding: 378391 (+13)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.8% less ownership

Funds ownership: 97.29%96.49% (-0.8%)

2% less call options, than puts

Call options by funds: $24M | Put options by funds: $24.5M

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 146

Holders
391
Holders Change
+13
Holders Change %
+3.44%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
59
Increased
113
Reduced
146
Closed
43
Calls
$24M
Puts
$24.5M
Net Calls
-$405K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$786M +$7.87M +112,856 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$760M -$2.96M -42,481 -0.4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$537M -$5.63M -80,750 -1%
Franklin Resources
4
Franklin Resources
California
$430M -$5.83M -83,560 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$428M +$21.3M +306,082 +6%
Ameriprise
6
Ameriprise
Minnesota
$307M -$7.48M -107,324 -2%
Pzena Investment Management
7
Pzena Investment Management
New York
$276M -$2.19M -31,455 -0.8%
State Street
8
State Street
Massachusetts
$252M +$15.5M +222,528 +7%
SC
9
Samlyn Capital
New York
$240M -$23.4M -335,191 -9%
Morgan Stanley
10
Morgan Stanley
New York
$220M +$110M +1,576,973 +109%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$207M -$5.46M -78,268 -3%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$153M -$2.24M -32,180 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$149M -$14.3M -205,791 -9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$145M -$13.5M -193,068 -9%
JP Morgan Chase
15
JP Morgan Chase
New York
$134M -$16.9M -241,780 -12%
Fidelity International
16
Fidelity International
Bermuda
$129M -$16.1M -230,825 -12%
Bank of America
17
Bank of America
North Carolina
$126M -$6.74M -96,696 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$116M +$3.26M +46,727 +3%
DekaBank Deutsche Girozentrale
19
DekaBank Deutsche Girozentrale
Germany
$116M +$2.79M +40,000 +3%
Boston Partners
20
Boston Partners
Massachusetts
$100M -$12.2M -175,083 -11%
Northern Trust
21
Northern Trust
Illinois
$95.4M +$2.37M +33,964 +3%
LSV Asset Management
22
LSV Asset Management
Illinois
$92.1M -$2.98M -42,762 -3%
Norges Bank
23
Norges Bank
Norway
$80.7M +$353K +5,058 +0.5%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$76.7M -$3.98M -57,140 -5%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$75.6M +$4.92M +70,626 +7%

VOYA Hedge Fund Activity: Q4 2023 in Review

391 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q4 2023, worth a combined $7.35B — up 7.4% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VOYA positions and 43 closed out — a net gain of 16 holders — while 113 added to existing stakes and 146 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $40.7M sold.

  • 391 institutional investors held Voya Financial (VOYA) as of Q4 2023, up from 378 in Q3 2023.
  • Funds reported $7.35B of Voya Financial stock for Q4 2023, up 7.4% quarter-over-quarter.
  • 59 funds opened new Voya Financial positions in Q4 2023 and 43 closed out, a net change of +16 holders.
  • The largest Voya Financial buyer in Q4 2023 was Morgan Stanley, an estimated $110M added.
  • The largest Voya Financial seller in Q4 2023 was Jupiter Asset Management, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2023.