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IGA

Voya Global Advantage and Premium Opportunity Fund
IGA

46 hedge funds and large institutions have $50.7M invested in Voya Global Advantage and Premium Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

28% more funds holding

Funds holding: 36 → 46 (+10)

1.17% more ownership

Funds ownership: 28.94% → 30.11% (+1.2%)

16% less capital invested

Capital invested by funds: $60.6M → $50.7M (-$9.89M)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
9
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$2.13M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.2M
3
1CP
1607 Capital Partners
Virginia
+$1.03M
4
SFS
Shaker Financial Services
Virginia
+$1.03M
5
LCM
Landscape Capital Management
New Jersey
+$736K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.05M
2
AAM
Advisors Asset Management
Colorado
-$1.5M
3
Stifel Financial
Stifel Financial
Missouri
-$1.09M
4
Invesco
Invesco
Georgia
-$1.05M
5
CRC
Curi RMB Capital
Illinois
-$926K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$243K +$268K +26,361 New
PAS
27
Park Avenue Securities
New York
$231K +$239K +23,479 New
RJA
28
Raymond James & Associates
Florida
$217K -$1.07K -105 -0.4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$150K -$3.11K -306 -2%
AA
30
AQR Arbitrage
Connecticut
$108K +$119K +11,750 New
BTS
31
BB&T Securities
Virginia
$104K -$12.6K -1,239 -10%
SWP
32
Stratos Wealth Partners
Ohio
$101K -$11.9K -1,175 -10%
BRWA
33
B. Riley Wealth Advisors
Florida
$99K +$2.61K +257 +2%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$82K – – –
CA
35
Claro Advisors
Massachusetts
$47K +$42K +4,127 New
Citigroup
36
Citigroup
New York
$46K -$21.9K -2,152 -30%
RBC
37
Roble Belko & Company
Pennsylvania
$21K – – –
RIA
38
RPG Investment Advisory
California
$17K – – –
FHB
39
First Hawaiian Bank
Hawaii
$12K – – –
IWA
40
Intercontinental Wealth Advisors
Texas
$8K +$8.64K +850 New
FHA
41
First Horizon Advisors
Tennessee
$5K – – –
FHA
42
Flagship Harbor Advisors
Massachusetts
$3K – – –
IA
43
IFP Advisors
Florida
$3K +$3.05K +300 New
MOS
44
MGO One Seven
Ohio
$3K +$3.6K +354 New
QCIG
45
Quad-Cities Investment Group
Iowa
$1K – – –
LFG
46
Larson Financial Group
Missouri
$1K +$956 +94 New
FA
47
FDx Advisors
Illinois
– -$137K -12,003 Closed
GP
48
Girard Partners
Pennsylvania
– -$53K -4,635 Closed
APA
49
American Portfolios Advisors
New York
– -$21.7K -1,900 Closed
SPIA
50
Steward Partners Investment Advisory
New York
– -$9K -750 Closed
1
2

IGA Hedge Fund Activity: Q4 2018 in Review

46 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2018, worth a combined $50.7M — down 16% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGA positions and 4 closed out — a net gain of 11 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.13M. The largest seller was Guggenheim Capital, cutting an estimated $2.05M.

  • 46 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2018, up from 36 in Q3 2018.
  • Funds reported $50.7M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2018, down 16% quarter-over-quarter.
  • 15 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2018 and 4 closed out, a net change of +11 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $2.13M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2018 was Guggenheim Capital, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2018.