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IGA

Voya Global Advantage and Premium Opportunity Fund

31 hedge funds and large institutions have $49.3M invested in Voya Global Advantage and Premium Opportunity Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3031 (+1)

1.41% more ownership

Funds ownership: 24.94%26.34% (+1.4%)

3% more capital invested

Capital invested by funds: $47.8M → $49.3M (+$1.47M)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$11.3M -$1.66M -171,975 -13%
GC
2
Guggenheim Capital
Illinois
$10M -$109K -11,215 -1%
Morgan Stanley
3
Morgan Stanley
New York
$9.68M +$1.22M +126,036 +15%
Invesco
4
Invesco
Georgia
$5.63M -$69.5K -7,183 -1%
JWM
5
Jacobus Wealth Management
Wisconsin
$2.57M -$47.2K -4,875 -2%
Citigroup
6
Citigroup
New York
$2.07M +$1.93M +199,759 +5,730%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.92M +$52K +5,373 +3%
UBS Group
8
UBS Group
Switzerland
$1.16M -$55.1K -5,694 -5%
SFS
9
Shaker Financial Services
Virginia
$867K +$234K +24,173 +40%
LCM
10
Landscape Capital Management
New Jersey
$851K +$433K +44,692 +115%
DA
11
Doliver Advisors
Texas
$461K +$102K +10,511 +30%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$409K +$388K +40,085 New
Baird Financial Group
13
Baird Financial Group
Wisconsin
$338K +$12.9K +1,334 +4%
RJA
14
Raymond James & Associates
Florida
$272K -$28.4K -2,936 -10%
Wells Fargo
15
Wells Fargo
California
$249K -$116K -12,011 -33%
HB
16
Homrich & Berg
Georgia
$245K +$106K +11,000 +85%
LPL Financial
17
LPL Financial
California
$236K +$61K +6,300 +35%
AIG
18
American International Group
New York
$183K -$9.65K -997 -5%
CA
19
Cornerstone Advisors
North Carolina
$174K +$166K +17,100 New
SWP
20
Stratos Wealth Partners
Ohio
$138K
FNBT
21
FineMark National Bank & Trust
Florida
$119K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$113K -$31.4K -3,245 -23%
BRWA
23
B. Riley Wealth Advisors
Florida
$111K +$106K +10,900 New
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$62K +$59.1K +6,107 New
AIP
25
Ameritas Investment Partners
Nebraska
$46K

IGA Hedge Fund Activity: Q1 2016 in Review

31 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q1 2016, worth a combined $49.3M — up 3.1% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IGA positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Citigroup, adding an estimated $1.93M. The largest seller was Advisors Asset Management, cutting an estimated $1.66M.

  • 31 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q1 2016, up from 30 in Q4 2015.
  • Funds reported $49.3M of Voya Global Advantage and Premium Opportunity Fund stock for Q1 2016, up 3.1% quarter-over-quarter.
  • 4 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q1 2016 and 3 closed out, a net change of +1 holder.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q1 2016 was Citigroup, an estimated $1.93M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q1 2016 was Advisors Asset Management, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2016.