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IGA

Voya Global Advantage and Premium Opportunity Fund

44 hedge funds and large institutions have $52.5M invested in Voya Global Advantage and Premium Opportunity Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

2% more capital invested

Capital invested by funds: $51.4M → $52.5M (+$1.1M)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.06% less ownership

Funds ownership: 25.93%24.88% (-1.1%)

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$8.77M +$1.37M +125,185 +20%
Morgan Stanley
2
Morgan Stanley
New York
$8.46M +$740K +67,570 +10%
Invesco
3
Invesco
Georgia
$8.45M +$267K +24,396 +3%
AAM
4
Advisors Asset Management
Colorado
$7.91M -$923K -84,305 -11%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.77M +$255K +23,269 +11%
JWM
6
Jacobus Wealth Management
Wisconsin
$2.18M +$133K +12,168 +7%
UCFA
7
United Capital Financial Advisors
Texas
$1.92M +$151K +13,814 +9%
SCM
8
Saba Capital Management
New York
$1.57M -$419K -38,211 -22%
UBS Group
9
UBS Group
Switzerland
$1.2M +$256K +23,416 +29%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$970K +$122K +11,183 +15%
KIM
11
Karpus Investment Management
New York
$925K -$2.39M -217,866 -73%
RCM
12
Robinson Capital Management
Michigan
$925K +$151K +13,800 +21%
Bank of America
13
Bank of America
North Carolina
$811K -$235K -21,454 -23%
DA
14
Doliver Advisors
Texas
$791K -$72.3K -6,600 -9%
Wells Fargo
15
Wells Fargo
California
$544K +$162K +14,829 +46%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$363K +$179K +16,313 +107%
AG
17
Advisor Group
Arizona
$356K +$2.49K +227 +0.7%
MIG
18
Mariner Investment Group
New York
$322K -$55.4K -5,053 -15%
RJA
19
Raymond James & Associates
Florida
$319K +$5.7K +520 +2%
FNBT
20
FineMark National Bank & Trust
Florida
$267K
1CP
21
1607 Capital Partners
Virginia
$262K +$23K +2,100 +10%
NPC
22
National Planning Corporation
California
$194K +$1.98K +181 +1%
SWP
23
Stratos Wealth Partners
Ohio
$178K
HB
24
Homrich & Berg
Georgia
$173K
BTS
25
BB&T Securities
Virginia
$160K +$11.7K +1,067 +8%

IGA Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $52.5M — up 2.1% from $51.4M a quarter earlier.

Fund positioning in IGA was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 21 added to existing stakes and 10 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.37M. The largest seller was Karpus Investment Management, cutting an estimated $2.39M.

  • 44 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $52.5M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2017, up 2.1% quarter-over-quarter.
  • 3 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2017 and 3 closed out, a net change of 0 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2017 was Guggenheim Capital, an estimated $1.37M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2017 was Karpus Investment Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2017.