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IGA

Voya Global Advantage and Premium Opportunity Fund

44 hedge funds and large institutions have $51.4M invested in Voya Global Advantage and Premium Opportunity Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

29% more funds holding

Funds holding: 3444 (+10)

0% more capital invested

Capital invested by funds: $51.3M → $51.4M (+$102K)

0.77% less ownership

Funds ownership: 26.7%25.93% (-0.77%)

Holders
44
Holders Change
+10
Holders Change %
+29.41%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
17
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$8.34M +$1M +94,306 +14%
Invesco
2
Invesco
Georgia
$7.67M +$1.04M +97,843 +16%
Morgan Stanley
3
Morgan Stanley
New York
$7.21M -$2.78M -261,931 -28%
GC
4
Guggenheim Capital
Illinois
$6.88M +$144K +13,576 +2%
KIM
5
Karpus Investment Management
New York
$3.22M -$174K -16,398 -5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$2.35M +$116K +10,917 +5%
JWM
7
Jacobus Wealth Management
Wisconsin
$1.91M +$304K +28,600 +19%
SCM
8
Saba Capital Management
New York
$1.89M +$1.86M +174,755 New
UCFA
9
United Capital Financial Advisors
Texas
$1.66M +$210K +19,743 +15%
SFS
10
Shaker Financial Services
Virginia
$1.6M -$1.28M -120,528 -45%
Bank of America
11
Bank of America
North Carolina
$994K +$43.8K +4,123 +5%
UBS Group
12
UBS Group
Switzerland
$877K +$189K +17,774 +28%
DA
13
Doliver Advisors
Texas
$814K +$1.71K +161 +0.2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$790K +$600K +56,428 +339%
RCM
15
Robinson Capital Management
Michigan
$719K
MIG
16
Mariner Investment Group
New York
$357K -$521K -49,048 -60%
Wells Fargo
17
Wells Fargo
California
$351K +$56K +5,275 +19%
CRC
18
Curi RMB Capital
Illinois
$343K -$206K -19,400 -38%
AG
19
Advisor Group
Arizona
$332K +$144K +13,528 +79%
RJA
20
Raymond James & Associates
Florida
$294K +$33.5K +3,154 +13%
FNBT
21
FineMark National Bank & Trust
Florida
$250K
1CP
22
1607 Capital Partners
Virginia
$224K +$220K +20,700 New
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$219K +$30.7K +2,891 +17%
GP
24
Girard Partners
Pennsylvania
$216K +$212K +19,950 New
NPC
25
National Planning Corporation
California
$178K -$1.61K -152 -0.9%

IGA Hedge Fund Activity: Q2 2017 in Review

44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q2 2017, worth a combined $51.4M — up 0.2% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IGA positions and 3 closed out — a net gain of 10 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $1.86M. The largest seller was Morgan Stanley, cutting an estimated $2.78M.

  • 44 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q2 2017, up from 34 in Q1 2017.
  • Funds reported $51.4M of Voya Global Advantage and Premium Opportunity Fund stock for Q2 2017, up 0.2% quarter-over-quarter.
  • 13 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q2 2017 and 3 closed out, a net change of +10 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q2 2017 was Saba Capital Management, an estimated $1.86M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q2 2017 was Morgan Stanley, an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2017.