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IGA

Voya Global Advantage and Premium Opportunity Fund

42 hedge funds and large institutions have $55.5M invested in Voya Global Advantage and Premium Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $50.9M → $55.5M (+$4.57M)

5% more funds holding

Funds holding: 4042 (+2)

3.32% more ownership

Funds ownership: 24.29%27.61% (+3.3%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$153K +$21.1K +1,860 +15%
BTS
27
BB&T Securities
Virginia
$137K -$25.6K -2,263 -15%
FA
28
FDx Advisors
Illinois
$136K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$128K +$6.6K +583 +5%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$98K
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K -$26K -2,300 -22%
IIC
32
Integrated Investment Consultants
Michigan
$49K +$50.6K +4,467 New
Citigroup
33
Citigroup
New York
$39K +$2.19K +193 +6%
RBC
34
Roble Belko & Company
Pennsylvania
$25K
RIA
35
RPG Investment Advisory
California
$21K
APA
36
American Portfolios Advisors
New York
$20.7K
JCM
37
Jacobi Capital Management
Pennsylvania
$19K +$385 +34 +2%
KC
38
KHP Capital
Oklahoma
$14K +$14.2K +1,250 New
AWA
39
Acorn Wealth Advisors
Michigan
$12K +$12.3K +1,088 New
IA
40
IFP Advisors
Florida
$8K
FHA
41
First Horizon Advisors
Tennessee
$5K -$2.83K -250 -33%
MOS
42
MGO One Seven
Ohio
$5K -$23 -2 -0.4%
GP
43
Girard Partners
Pennsylvania
-$134K -11,700 Closed
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
-$53K -4,655 Closed
MCM
45
Mainstay Capital Management
Michigan
-$3K -275 Closed

IGA Hedge Fund Activity: Q1 2018 in Review

42 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q1 2018, worth a combined $55.5M — up 9% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IGA positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.31M. The largest seller was Doliver Advisors, cutting an estimated $205K.

  • 42 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q1 2018, up from 40 in Q4 2017.
  • Funds reported $55.5M of Voya Global Advantage and Premium Opportunity Fund stock for Q1 2018, up 9% quarter-over-quarter.
  • 5 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q1 2018 was Morgan Stanley, an estimated $1.31M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q1 2018 was Doliver Advisors, an estimated $205K sold.

Based on aggregated 13F filings for Q1 2018.