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IGA

Voya Global Advantage and Premium Opportunity Fund

45 hedge funds and large institutions have $53.7M invested in Voya Global Advantage and Premium Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $43.5M → $53.7M (+$10.3M)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

5.87% more ownership

Funds ownership: 28.78%34.65% (+5.9%)

4% less funds holding

Funds holding: 4745 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$194K +$16.5K +2,000 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$186K
GAA
28
Global Assets Advisory
Florida
$173K
Ameriprise
29
Ameriprise
Minnesota
$161K -$3.18K -385 -2%
PAG
30
Private Advisor Group
New Jersey
$152K +$5K +605 +4%
AAS
31
Avantax Advisory Services
Texas
$141K -$6.04K -730 -4%
AWS
32
Atria Wealth Solutions
New York
$130K +$810 +98 +0.6%
Wells Fargo
33
Wells Fargo
California
$106K +$22.9K +2,765 +28%
WP
34
WealthShield Partners
North Carolina
$105K -$17.1K -2,070 -15%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$99.9K -$16.7K -2,017 -15%
SPIA
36
Steward Partners Investment Advisory
New York
$50.9K
ASN
37
Advisory Services Network
Georgia
$40.9K +$39.6K +4,795 New
NS
38
NBC Securities
Alabama
$18K +$413 +50 +2%
PFA
39
Pathway Financial Advisers
Indiana
$15.3K
SWM
40
Spire Wealth Management
Virginia
$10.8K
HBW
41
Hazlett, Burt & Watson
West Virginia
$9K
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$8.93K +$8.66K +1,048 New
BWM
43
Baystate Wealth Management
Massachusetts
$4.26K +$4.13K +500 New
Comerica Bank
44
Comerica Bank
Texas
$1.44K -$4.13K -500 -75%
GRP
45
Global Retirement Partners
California
$1.41K
SFS
46
Shaker Financial Services
Virginia
-$1.91M -229,915 Closed
WAM
47
Wolverine Asset Management
Illinois
-$212K -25,495 Closed
LSC
48
Logan Stone Capital
Illinois
-$117K -14,069 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
-$31.6K -3,813 Closed
RBC
50
Roble Belko & Company
Pennsylvania
-$12K -1,460 Closed

IGA Hedge Fund Activity: Q4 2023 in Review

45 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2023, worth a combined $53.7M — up 24% from $43.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IGA and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $4.14M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.91M sold.

  • 45 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2023, down from 47 in Q3 2023.
  • Funds reported $53.7M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2023, up 24% quarter-over-quarter.
  • 6 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $4.14M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2023 was Shaker Financial Services, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2023.