IGA

Voya Global Advantage and Premium Opportunity Fund
IGA

Overview Fund Activity

28 hedge funds and large institutions have $32.7M invested in Voya Global Advantage and Premium Opportunity Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWM
Jacobus Wealth Management
Wisconsin
$2.96M
2
LPL Financial
LPL Financial
California
$822K
3
Morgan Stanley
Morgan Stanley
New York
$7.59M
4
SFS
Shaker Financial Services
Virginia
$150K
5
TRCT
Tower Research Capital (TRC)
New York
$87K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.02M
3
CNB
City National Bank
California
$0
4
GC
Guggenheim Capital
Illinois
$9.66M
5
KIM
Karpus Investment Management
New York
$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$9.66M -$374K -32,568 -4%
Morgan Stanley
2
Morgan Stanley
New York
$7.59M +$151K +13,163 +2%
Invesco
3
Invesco
Georgia
$6.18M -$189K -16,420 -3%
JWM
4
Jacobus Wealth Management
Wisconsin
$2.96M +$1.17M +102,245 +66%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.02M -$419K -36,516 -17%
UBS Group
6
UBS Group
Switzerland
$1.06M +$1.06M +92,281 New
LPL Financial
7
LPL Financial
California
$822K +$610K +53,125 +288%
KIM
8
Karpus Investment Management
New York
$638K -$301K -26,215 -32%
RJA
9
Raymond James & Associates
Florida
$412K +$28.9K +2,522 +8%
Wells Fargo
10
Wells Fargo
California
$290K -$80.7K -7,027 -22%
AIG
11
American International Group
New York
$218K -$2.87K -250 -1%
SWP
12
Stratos Wealth Partners
Ohio
$160K -$26.6K -2,320 -14%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$159K +$27.4K +2,384 +21%
SFS
14
Shaker Financial Services
Virginia
$150K +$150K +13,055 New
Bank of America
15
Bank of America
North Carolina
$107K +$4.03K +350 +4%
TRCT
16
Tower Research Capital (TRC)
New York
$87K +$65.3K +5,700 +300%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$65K -$2.44K -215 -4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$40K +$33.3K +3,000 +500%
Citigroup
19
Citigroup
New York
$36K -$14.7K -1,274 -29%
BAM
20
Barrett Asset Management
New York
$11K -$51.7K -4,703 -82%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$11K – – –
AWM
22
AllSquare Wealth Management
New York
$11K +$11K +1,000 New
ASN
23
Advisory Services Network
Georgia
$8K +$8K +660 New
BRWM
24
B. Riley Wealth Management
Tennessee
$6K – – –
FMII
25
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
1
2