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IGA

Voya Global Advantage and Premium Opportunity Fund
IGA

36 hedge funds and large institutions have $60.6M invested in Voya Global Advantage and Premium Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 35 → 36 (+1)

1% more capital invested

Capital invested by funds: $60.1M → $60.6M (+$514K)

0.58% more ownership

Funds ownership: 28.36% → 28.94% (+0.58%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.1M
2
GC
Guggenheim Capital
Illinois
+$584K
3
Morgan Stanley
Morgan Stanley
New York
+$170K
4
FA
FDx Advisors
Illinois
+$138K
5
BRWA
B. Riley Wealth Advisors
Florida
+$121K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$325K
2
FNBT
FineMark National Bank & Trust
Florida
-$305K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$139K
4
UBS Group
UBS Group
Switzerland
-$78.6K
5
AAM
Advisors Asset Management
Colorado
-$67.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$82K +$26.7K +2,312 +47%
GP
27
Girard Partners
Pennsylvania
$53K +$53.5K +4,635 New
RBC
28
Roble Belko & Company
Pennsylvania
$26K – – –
RIA
29
RPG Investment Advisory
California
$22K – – –
APA
30
American Portfolios Advisors
New York
$21.7K – – –
FHB
31
First Hawaiian Bank
Hawaii
$15K +$14.8K +1,287 New
KC
32
KHP Capital
Oklahoma
$14K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$9K +$8.65K +750 New
FHA
34
First Horizon Advisors
Tennessee
$6K – – –
FHA
35
Flagship Harbor Advisors
Massachusetts
$4K +$4.15K +360 New
QCIG
36
Quad-Cities Investment Group
Iowa
$1K – – –
FNBT
37
FineMark National Bank & Trust
Florida
– -$305K -26,360 Closed
CF
38
Centaurus Financial
California
– -$54K -4,667 Closed
BCA
39
Bay Colony Advisors
Massachusetts
– -$37K -3,188 Closed
JCM
40
Jacobi Capital Management
Pennsylvania
– -$22K -1,873 Closed
AWA
41
Acorn Wealth Advisors
Michigan
– -$12K -1,088 Closed
IA
42
IFP Advisors
Florida
– -$8K -706 Closed
1
2

IGA Hedge Fund Activity: Q3 2018 in Review

36 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q3 2018, worth a combined $60.6M — up 0.85% from $60.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IGA positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.1M. The largest seller was Invesco, cutting an estimated $325K.

  • 36 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2018, up from 35 in Q2 2018.
  • Funds reported $60.6M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2018, up 0.85% quarter-over-quarter.
  • 7 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2018 and 6 closed out, a net change of +1 holder.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2018 was Shaker Financial Services, an estimated $1.1M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2018 was Invesco, an estimated $325K sold.

Based on aggregated 13F filings for Q3 2018.