Voya Global Advantage and Premium Opportunity Fund
IGA
34 hedge funds and large institutions have $62.4M invested in Voya Global Advantage and Premium Opportunity Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
21% more funds holding
Funds holding: 28 → 34 (+6)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0.12% more ownership
Funds ownership: 28.79% → 28.92% (+0.12%)
1% less capital invested
Capital invested by funds: $63M → $62.4M (-$676K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.23M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$450K |
| 4 |
SG Americas Securities
New York
|
+$439K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.69M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.41M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.11M |
| 4 |
Citigroup
New York
|
-$246K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$191K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
26
B. Riley Wealth Advisors
Boca Raton,
Florida
| $69K | – | – | – |
|
|
EWM
27
Elite Wealth Management
Kirkland,
Washington
| $30K | +$30.4K | +2,574 | New |
|
|
CCS
28
Crosspoint Capital Strategies
Orinda,
California
| $24K | +$23.7K | +2,000 | New |
|
|
WA
29
WFG Advisors
Dallas,
Texas
| $19K | +$461 | +39 | +2% |
|
|
BBPWM
30
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $12K | +$11.8K | +1,000 | New |
|
31
Creative Planning
Overland Park,
Kansas
| $8K | +$8.28K | +700 | New |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $6K | -$757 | -64 | -11% |
|
|
FMII
33
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $5K | – | – | – |
|
|
DSC
34
Duncker Streett & Co
St. Louis,
Missouri
| $2K | +$1.96K | +166 | New |
|
35
Comerica Bank
Dallas,
Texas
| – | -$138K | -11,541 | Closed |
|
36
Ameriprise
Minneapolis,
Minnesota
| – | -$45K | -3,787 | Closed |
|
|
MFS
37
MSI Financial Services
Springfield,
Massachusetts
| – | -$3K | -250 | Closed |
|
38
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$1K | -100 | Closed |
|
IGA Hedge Fund Activity: Q4 2013 in Review
34 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2013, worth a combined $62.4M — down 1.1% from $63M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IGA positions and 4 closed out — a net gain of 6 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.4M. The largest seller was Advisors Asset Management, cutting an estimated $1.69M.
- 34 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2013, up from 28 in Q3 2013.
- Funds reported $62.4M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2013, down 1.1% quarter-over-quarter.
- 10 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2013 and 4 closed out, a net change of +6 holders.
- The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2013 was Wolverine Asset Management, an estimated $1.4M added.
- The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2013 was Advisors Asset Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2013.