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IGA

Voya Global Advantage and Premium Opportunity Fund

33 hedge funds and large institutions have $47.4M invested in Voya Global Advantage and Premium Opportunity Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more funds holding

Funds holding: 3133 (+2)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.96% less ownership

Funds ownership: 26.5%25.54% (-0.96%)

1% less capital invested

Capital invested by funds: $48M → $47.4M (-$564K)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.1M +$2.56M +259,442 +25%
AAM
2
Advisors Asset Management
Colorado
$7.74M -$2.53M -256,376 -25%
GC
3
Guggenheim Capital
Illinois
$7.27M -$417K -42,258 -6%
Invesco
4
Invesco
Georgia
$6.28M +$117K +11,834 +2%
JWM
5
Jacobus Wealth Management
Wisconsin
$2.57M +$39.9K +4,050 +2%
Citigroup
6
Citigroup
New York
$2.54M +$93.8K +9,518 +4%
SFS
7
Shaker Financial Services
Virginia
$1.76M -$242K -24,514 -12%
DA
8
Doliver Advisors
Texas
$825K -$227K -23,071 -22%
Bank of America
9
Bank of America
North Carolina
$670K +$486K +49,328 +292%
UCFA
10
United Capital Financial Advisors
Texas
$568K +$553K +56,082 New
UBS Group
11
UBS Group
Switzerland
$539K -$97.2K -9,858 -16%
LCM
12
Landscape Capital Management
New Jersey
$486K -$586K -59,402 -55%
RCM
13
Robinson Capital Management
Michigan
$373K +$116K +11,813 +47%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$278K +$271K +27,500 New
RJA
15
Raymond James & Associates
Florida
$270K -$296 -30 -0.1%
CRC
16
Curi RMB Capital
Illinois
$269K +$262K +26,588 New
Wells Fargo
17
Wells Fargo
California
$248K +$31.3K +3,175 +15%
HB
18
Homrich & Berg
Georgia
$243K
FNBT
19
FineMark National Bank & Trust
Florida
$234K +$171K +17,315 +296%
LPL Financial
20
LPL Financial
California
$172K +$49.5K +5,024 +40%
BRWA
21
B. Riley Wealth Advisors
Florida
$168K +$51.3K +5,200 +46%
AG
22
Advisor Group
Arizona
$165K -$5.89K -597 -4%
NPC
23
National Planning Corporation
California
$152K +$157K +15,917 New
SWP
24
Stratos Wealth Partners
Ohio
$125K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$103K -$23.7K -2,400 -19%

IGA Hedge Fund Activity: Q3 2016 in Review

33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q3 2016, worth a combined $47.4M — down 1.2% from $48M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IGA positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Advisors Asset Management, cutting an estimated $2.53M.

  • 33 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2016, up from 31 in Q2 2016.
  • Funds reported $47.4M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2016, down 1.2% quarter-over-quarter.
  • 4 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2016 and 2 closed out, a net change of +2 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2016 was Morgan Stanley, an estimated $2.56M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2016 was Advisors Asset Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2016.