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IGA

Voya Global Advantage and Premium Opportunity Fund

39 hedge funds and large institutions have $50M invested in Voya Global Advantage and Premium Opportunity Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

18% more funds holding

Funds holding: 3339 (+6)

5% more capital invested

Capital invested by funds: $47.4M → $50M (+$2.56M)

2.17% more ownership

Funds ownership: 25.54%27.7% (+2.2%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.2M +$474K +48,648 +4%
Invesco
2
Invesco
Georgia
$5.94M -$164K -16,861 -3%
AAM
3
Advisors Asset Management
Colorado
$5.6M -$1.91M -195,917 -26%
GC
4
Guggenheim Capital
Illinois
$5.44M -$1.61M -165,471 -23%
KIM
5
Karpus Investment Management
New York
$3.08M +$3.06M +313,778 New
Citigroup
6
Citigroup
New York
$2.79M +$321K +32,879 +13%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.07M +$2.05M +210,154 New
JWM
8
Jacobus Wealth Management
Wisconsin
$1.41M -$1.08M -110,294 -43%
SFS
9
Shaker Financial Services
Virginia
$1.28M -$429K -43,991 -25%
LCM
10
Landscape Capital Management
New Jersey
$1.26M +$784K +80,458 +167%
CRC
11
Curi RMB Capital
Illinois
$1.01M +$739K +75,823 +285%
MIG
12
Mariner Investment Group
New York
$988K +$980K +100,500 New
DA
13
Doliver Advisors
Texas
$738K -$62.3K -6,386 -8%
RCM
14
Robinson Capital Management
Michigan
$654K +$290K +29,725 +81%
Bank of America
15
Bank of America
North Carolina
$627K -$23.3K -2,391 -4%
UCFA
16
United Capital Financial Advisors
Texas
$581K +$29K +2,975 +5%
UBS Group
17
UBS Group
Switzerland
$446K -$76.7K -7,869 -15%
CA
18
Cornerstone Advisors
North Carolina
$286K +$284K +29,137 New
RJA
19
Raymond James & Associates
Florida
$247K -$15.5K -1,595 -6%
Wells Fargo
20
Wells Fargo
California
$240K -$2.01K -206 -0.8%
HB
21
Homrich & Berg
Georgia
$236K
FNBT
22
FineMark National Bank & Trust
Florida
$233K
BRWA
23
B. Riley Wealth Advisors
Florida
$166K +$2.71K +278 +2%
AG
24
Advisor Group
Arizona
$165K +$4.9K +503 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$163K +$162K +16,631 New

IGA Hedge Fund Activity: Q4 2016 in Review

39 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2016, worth a combined $50M — up 5.4% from $47.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IGA positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $3.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.91M.

  • 39 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2016, up from 33 in Q3 2016.
  • Funds reported $50M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2016, up 5.4% quarter-over-quarter.
  • 7 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2016 and 1 closed out, a net change of +6 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2016 was Karpus Investment Management, an estimated $3.06M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2016 was Advisors Asset Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2016.