Voya Global Advantage and Premium Opportunity Fund
IGA
33 hedge funds and large institutions have $47.4M invested in Voya Global Advantage and Premium Opportunity Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
6% more funds holding
Funds holding: 31 → 33 (+2)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0.96% less ownership
Funds ownership: 26.5% → 25.54% (-0.96%)
1% less capital invested
Capital invested by funds: $48M → $47.4M (-$564K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.56M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$553K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$486K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$271K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.53M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.09M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$586K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$417K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$354K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $102K | -$108K | -10,910 | -52% |
|
|
BBPWM
27
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $55K | -$28.8K | -2,922 | -35% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $55K | +$13.2K | +1,342 | +33% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $44K | +$1.14K | +116 | +3% |
|
|
RBC
30
Roble Belko & Company
Sewickley,
Pennsylvania
| $23K | – | – | – |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| $18K | -$14.3K | -1,447 | -44% |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $8K | – | – | – |
|
33
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2K | +$749 | +76 | +100% |
|
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.09M | -211,462 | Closed |
|
|
35
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$354K | -35,915 | Closed |
|
IGA Hedge Fund Activity: Q3 2016 in Review
33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q3 2016, worth a combined $47.4M — down 1.2% from $48M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IGA positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Advisors Asset Management, cutting an estimated $2.53M.
- 33 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2016, up from 31 in Q2 2016.
- Funds reported $47.4M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2016, down 1.2% quarter-over-quarter.
- 4 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2016 and 2 closed out, a net change of +2 holders.
- The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2016 was Morgan Stanley, an estimated $2.56M added.
- The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2016 was Advisors Asset Management, an estimated $2.53M sold.
Based on aggregated 13F filings for Q3 2016.