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IGA

Voya Global Advantage and Premium Opportunity Fund

34 hedge funds and large institutions have $51.3M invested in Voya Global Advantage and Premium Opportunity Fund in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

3% more capital invested

Capital invested by funds: $50M → $51.3M (+$1.36M)

1% less ownership

Funds ownership: 27.7%26.7% (-1%)

13% less funds holding

Funds holding: 3934 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.74M -$4.17M -409,382 -31%
AAM
2
Advisors Asset Management
Colorado
$7.1M +$1.1M +107,897 +19%
GC
3
Guggenheim Capital
Illinois
$6.53M +$714K +70,030 +13%
Invesco
4
Invesco
Georgia
$6.41M +$77.2K +7,574 +1%
KIM
5
Karpus Investment Management
New York
$3.3M +$8.62K +845 +0.3%
SFS
6
Shaker Financial Services
Virginia
$2.81M +$1.41M +138,176 +106%
Citigroup
7
Citigroup
New York
$2.75M -$214K -21,017 -7%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$2.17M -$36.9K -3,615 -2%
JWM
9
Jacobus Wealth Management
Wisconsin
$1.55M +$51K +5,000 +3%
UCFA
10
United Capital Financial Advisors
Texas
$1.4M +$758K +74,352 +126%
Bank of America
11
Bank of America
North Carolina
$920K +$245K +24,023 +38%
MIG
12
Mariner Investment Group
New York
$860K -$188K -18,450 -18%
DA
13
Doliver Advisors
Texas
$787K
RCM
14
Robinson Capital Management
Michigan
$697K
UBS Group
15
UBS Group
Switzerland
$664K +$184K +18,011 +40%
CRC
16
Curi RMB Capital
Illinois
$536K -$523K -51,309 -50%
AA
17
Advisory Alpha
Michigan
$463K +$451K +44,202 New
LCM
18
Landscape Capital Management
New Jersey
$330K -$989K -97,046 -76%
Wells Fargo
19
Wells Fargo
California
$285K +$28.7K +2,815 +12%
RJA
20
Raymond James & Associates
Florida
$252K -$10.3K -1,013 -4%
FNBT
21
FineMark National Bank & Trust
Florida
$243K
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$182K +$147K +14,376 +481%
AG
23
Advisor Group
Arizona
$180K +$3.84K +377 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$175K +$285 +28 +0.2%
NPC
25
National Planning Corporation
California
$173K +$8.69K +852 +5%

IGA Hedge Fund Activity: Q1 2017 in Review

34 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q1 2017, worth a combined $51.3M — up 2.7% from $50M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IGA and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 19 added.

The largest buyer was Shaker Financial Services, adding an estimated $1.41M. The largest seller was Morgan Stanley, cutting an estimated $4.17M.

  • 34 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q1 2017, down from 39 in Q4 2016.
  • Funds reported $51.3M of Voya Global Advantage and Premium Opportunity Fund stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 3 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q1 2017 and 7 closed out, a net change of -4 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q1 2017 was Shaker Financial Services, an estimated $1.41M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q1 2017 was Morgan Stanley, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2017.