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IGA

Voya Global Advantage and Premium Opportunity Fund

30 hedge funds and large institutions have $47.8M invested in Voya Global Advantage and Premium Opportunity Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

30% more funds holding

Funds holding: 2330 (+7)

0.8% more ownership

Funds ownership: 24.14%24.94% (+0.8%)

1% more capital invested

Capital invested by funds: $47.5M → $47.8M (+$302K)

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$13.3M +$189K +17,441 +1%
GC
2
Guggenheim Capital
Illinois
$10.4M +$744K +68,649 +7%
Morgan Stanley
3
Morgan Stanley
New York
$8.6M -$381K -35,180 -4%
Invesco
4
Invesco
Georgia
$5.84M -$618K -56,974 -9%
JWM
5
Jacobus Wealth Management
Wisconsin
$2.68M -$354K -32,615 -11%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.91M -$116K -10,687 -6%
UBS Group
7
UBS Group
Switzerland
$1.25M +$162K +14,989 +14%
SFS
8
Shaker Financial Services
Virginia
$636K +$660K +60,846 New
LCM
9
Landscape Capital Management
New Jersey
$405K +$420K +38,718 New
Wells Fargo
10
Wells Fargo
California
$381K +$111K +10,230 +39%
DA
11
Doliver Advisors
Texas
$363K +$376K +34,701 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$333K -$8.26K -762 -2%
RJA
13
Raymond James & Associates
Florida
$309K -$3.64K -336 -1%
AIG
14
American International Group
New York
$197K -$13.2K -1,218 -6%
LPL Financial
15
LPL Financial
California
$188K +$2.74K +253 +1%
SG Americas Securities
16
SG Americas Securities
New York
$162K +$169K +15,548 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$150K +$25.9K +2,389 +20%
SWP
18
Stratos Wealth Partners
Ohio
$142K
HB
19
Homrich & Berg
Georgia
$136K +$141K +13,000 New
FNBT
20
FineMark National Bank & Trust
Florida
$126K +$62.7K +5,780 +98%
BTS
21
BB&T Securities
Virginia
$109K
AIP
22
Ameritas Investment Partners
Nebraska
$47K +$49K +4,525 New
Citigroup
23
Citigroup
New York
$37K +$21.9K +2,020 +138%
MFS
24
MSI Financial Services
Massachusetts
$37K +$37.4K +3,447 +3,447%
RBC
25
Roble Belko & Company
Pennsylvania
$24K

IGA Hedge Fund Activity: Q4 2015 in Review

30 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2015, worth a combined $47.8M — up 0.64% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IGA positions and 1 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $744K. The largest seller was Invesco, cutting an estimated $618K.

  • 30 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2015, up from 23 in Q3 2015.
  • Funds reported $47.8M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2015, up 0.64% quarter-over-quarter.
  • 8 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2015 and 1 closed out, a net change of +7 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2015 was Guggenheim Capital, an estimated $744K added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2015 was Invesco, an estimated $618K sold.

Based on aggregated 13F filings for Q4 2015.