Voya Global Advantage and Premium Opportunity Fund
IGA
31 hedge funds and large institutions have $35.3M invested in Voya Global Advantage and Premium Opportunity Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 6 closing their positions.
8% more capital invested
Capital invested by funds: $32.6M → $35.3M (+$2.67M)
1.22% more ownership
Funds ownership: 14.42% → 15.64% (+1.2%)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.75M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$808K |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$518K |
| 4 |
CNB
City National Bank
Beverly Hills,
California
|
+$413K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.56M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$742K |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$486K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$360K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $22K | +$486 | +40 | +2% |
|
|
BBPWM
27
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $12K | – | – | – |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $8K | – | – | – |
|
|
BRWM
29
B. Riley Wealth Management
Memphis,
Tennessee
| $6K | +$6.41K | +527 | New |
|
|
FMII
30
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $5K | – | – | – |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
|
SFS
32
Shaker Financial Services
Arlington,
Virginia
| – | -$2.56M | -207,643 | Closed |
|
|
WAM
33
Wolverine Asset Management
Chicago,
Illinois
| – | -$742K | -60,194 | Closed |
|
|
RCM
34
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$486K | -40,298 | Closed |
|
|
TJHA
35
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$212K | -17,210 | Closed |
|
|
DA
36
Doliver Advisors
Houston,
Texas
| – | -$128K | -10,396 | Closed |
|
|
BRWA
37
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$72K | -5,843 | Closed |
|
IGA Hedge Fund Activity: Q3 2014 in Review
31 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q3 2014, worth a combined $35.3M — up 8.2% from $32.6M a quarter earlier.
Fund positioning in IGA was balanced in Q3 2014: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.75M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.56M sold.
- 31 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $35.3M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2014, up 8.2% quarter-over-quarter.
- 6 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2014 and 6 closed out, a net change of 0 holders.
- The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2014 was Morgan Stanley, an estimated $4.75M added.
- The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2014 was Shaker Financial Services, an estimated $2.56M sold.
Based on aggregated 13F filings for Q3 2014.