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IGA

Voya Global Advantage and Premium Opportunity Fund
IGA

41 hedge funds and large institutions have $58.4M invested in Voya Global Advantage and Premium Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $50.7M → $58.4M (+$7.68M)

0.52% less ownership

Funds ownership: 30.11% → 29.59% (-0.52%)

11% less funds holding

Funds holding: 46 → 41 (-5)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$652K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$293K
3
Ameriprise
Ameriprise
Minnesota
+$287K
4
Morgan Stanley
Morgan Stanley
New York
+$258K
5
CRC
Curi RMB Capital
Illinois
+$204K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.08M
2
Bank of America
Bank of America
North Carolina
-$391K
3
LCM
Landscape Capital Management
New Jersey
-$342K
4
DA
Doliver Advisors
Texas
-$307K
5
UCFA
United Capital Financial Advisors
Texas
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$253K -$1.22K -120 -0.5%
HA
27
Harborview Advisors
Maine
$178K +$168K +16,468 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$177K +$846 +83 +0.5%
FA
29
FDx Advisors
Illinois
$130K +$122K +12,003 New
BTS
30
BB&T Securities
Virginia
$128K +$5.43K +533 +5%
SWP
31
Stratos Wealth Partners
Ohio
$121K +$1.78K +175 +2%
AA
32
AQR Arbitrage
Connecticut
$117K -$9.23K -906 -8%
BRWA
33
B. Riley Wealth Advisors
Florida
$114K -$2.62K -257 -2%
LC
34
Lindbrook Capital
California
$107K +$102K +10,000 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$96K – – –
Citigroup
36
Citigroup
New York
$55K +$1.02K +100 +2%
RBC
37
Roble Belko & Company
Pennsylvania
$25K – – –
FHB
38
First Hawaiian Bank
Hawaii
$14K – – –
IWA
39
Intercontinental Wealth Advisors
Texas
$9K – – –
QCIG
40
Quad-Cities Investment Group
Iowa
$1K – – –
LFG
41
Larson Financial Group
Missouri
$1K +$20 +2 +2%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
– -$1.08M -117,765 Closed
DA
43
Doliver Advisors
Texas
– -$307K -33,325 Closed
WAM
44
Weiss Asset Management
Massachusetts
– -$247K -26,832 Closed
CA
45
Claro Advisors
Massachusetts
– -$47K -4,127 Closed
RIA
46
RPG Investment Advisory
California
– -$17K -1,900 Closed
FHA
47
First Horizon Advisors
Tennessee
– -$5K -500 Closed
FHA
48
Flagship Harbor Advisors
Massachusetts
– -$3.67K -360 Closed
MOS
49
MGO One Seven
Ohio
– -$3K -354 Closed
IA
50
IFP Advisors
Florida
– -$3K -300 Closed
1
2

IGA Hedge Fund Activity: Q1 2019 in Review

41 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q1 2019, worth a combined $58.4M — up 15% from $50.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IGA and 4 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was Guggenheim Capital, adding an estimated $652K. The largest seller was Carson Wealth (CWM LLC), exiting entirely with an estimated $1.08M sold.

  • 41 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q1 2019, down from 46 in Q4 2018.
  • Funds reported $58.4M of Voya Global Advantage and Premium Opportunity Fund stock for Q1 2019, up 15% quarter-over-quarter.
  • 4 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q1 2019 and 9 closed out, a net change of -5 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q1 2019 was Guggenheim Capital, an estimated $652K added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $1.08M sold.

Based on aggregated 13F filings for Q1 2019.