We are live on ! Find out more
IGA

Voya Global Advantage and Premium Opportunity Fund

31 hedge funds and large institutions have $35.3M invested in Voya Global Advantage and Premium Opportunity Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $32.6M → $35.3M (+$2.67M)

1.22% more ownership

Funds ownership: 14.42%15.64% (+1.2%)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.8M +$403K +33,135 +4%
Morgan Stanley
2
Morgan Stanley
New York
$7.97M +$4.75M +390,841 +152%
Invesco
3
Invesco
Georgia
$6.83M +$808K +66,477 +14%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.61M +$99.4K +8,174 +4%
JWM
5
Jacobus Wealth Management
Wisconsin
$1.91M +$518K +42,610 +38%
KIM
6
Karpus Investment Management
New York
$1.01M -$7.29K -600 -0.7%
U
7
UBS
Switzerland
$774K -$4.56K -375 -0.6%
CA
8
Cornerstone Advisors
North Carolina
$556K -$360K -29,606 -40%
CNB
9
City National Bank
California
$418K +$413K +34,000 New
RJA
10
Raymond James & Associates
Florida
$410K +$13.6K +1,119 +3%
Wells Fargo
11
Wells Fargo
California
$396K -$15.3K -1,260 -4%
AIG
12
American International Group
New York
$237K
LPL Financial
13
LPL Financial
California
$220K -$74.4K -6,121 -25%
SWP
14
Stratos Wealth Partners
Ohio
$200K
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$151K +$150K +12,317 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$141K +$559 +46 +0.4%
VKH
17
Virtu KCG Holdings
New York
$130K +$128K +10,530 New
Creative Planning
18
Creative Planning
Kansas
$125K
Bank of America
19
Bank of America
North Carolina
$110K -$1.8K -148 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$73K -$3.43K -282 -5%
BAM
21
Barrett Asset Management
New York
$70K +$69.3K +5,703 New
Citigroup
22
Citigroup
New York
$54K -$52.1K -4,289 -49%
PTC
23
Private Trust Company
Ohio
$43K
Ameriprise
24
Ameriprise
Minnesota
$31K
TRCT
25
Tower Research Capital (TRC)
New York
$23K +$23.1K +1,900 New

IGA Hedge Fund Activity: Q3 2014 in Review

31 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q3 2014, worth a combined $35.3M — up 8.2% from $32.6M a quarter earlier.

Fund positioning in IGA was balanced in Q3 2014: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.75M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.56M sold.

  • 31 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $35.3M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2014, up 8.2% quarter-over-quarter.
  • 6 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2014 and 6 closed out, a net change of 0 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2014 was Morgan Stanley, an estimated $4.75M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2014 was Shaker Financial Services, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2014.