Voya Global Advantage and Premium Opportunity Fund
IGA
28 hedge funds and large institutions have $32.7M invested in Voya Global Advantage and Premium Opportunity Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 8 closing their positions.
0.09% less ownership
Funds ownership: 15.64% → 15.55% (-0.09%)
7% less capital invested
Capital invested by funds: $35.3M → $32.7M (-$2.58M)
10% less funds holding
Funds holding: 31 → 28 (-3)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$1.21M |
| 2 |
LPL Financial
San Diego,
California
|
+$630K |
| 3 |
Morgan Stanley
New York
|
+$156K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$155K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$67.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$556K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$433K |
| 3 |
CNB
City National Bank
Beverly Hills,
California
|
-$418K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$386K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$311K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPC
26
National Planning Corporation
El Segundo,
California
| $3.41K | +$3.56K | +300 | New |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
|
BRWA
28
B. Riley Wealth Advisors
Boca Raton,
Florida
| $46 | +$47.4K | +4,000 | New |
|
|
CA
29
Cornerstone Advisors
Asheville,
North Carolina
| – | -$556K | -45,183 | Closed |
|
|
CNB
30
City National Bank
Beverly Hills,
California
| – | -$418K | -34,000 | Closed |
|
31
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$151K | -12,317 | Closed |
|
|
VKH
32
Virtu KCG Holdings
New York
| – | -$130K | -10,530 | Closed |
|
33
Creative Planning
Overland Park,
Kansas
| – | -$125K | -10,200 | Closed |
|
|
PTC
34
Private Trust Company
Cleveland,
Ohio
| – | -$43K | -3,500 | Closed |
|
35
Ameriprise
Minneapolis,
Minnesota
| – | -$31K | -2,487 | Closed |
|
|
WA
36
WFG Advisors
Dallas,
Texas
| – | -$22K | -1,759 | Closed |
|
IGA Hedge Fund Activity: Q4 2014 in Review
28 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2014, worth a combined $32.7M — down 7.3% from $35.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IGA and 6 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Jacobus Wealth Management, adding an estimated $1.21M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $556K sold.
- 28 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2014, down from 31 in Q3 2014.
- Funds reported $32.7M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2014, down 7.3% quarter-over-quarter.
- 6 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2014 and 8 closed out, a net change of -2 holders.
- The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2014 was Jacobus Wealth Management, an estimated $1.21M added.
- The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2014 was Cornerstone Advisors, an estimated $556K sold.
Based on aggregated 13F filings for Q4 2014.