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IGA

Voya Global Advantage and Premium Opportunity Fund

40 hedge funds and large institutions have $50.9M invested in Voya Global Advantage and Premium Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

0.59% less ownership

Funds ownership: 24.88%24.29% (-0.59%)

3% less capital invested

Capital invested by funds: $52.5M → $50.9M (-$1.61M)

9% less funds holding

Funds holding: 4440 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$10.5M +$2.63M +230,051 +33%
GC
2
Guggenheim Capital
Illinois
$9.36M +$654K +57,287 +8%
Morgan Stanley
3
Morgan Stanley
New York
$8.4M +$6.07K +532 +0.1%
Invesco
4
Invesco
Georgia
$8.37M -$16.6K -1,457 -0.2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.85M +$94.1K +8,250 +3%
UCFA
6
United Capital Financial Advisors
Texas
$1.93M +$22.1K +1,937 +1%
CRC
7
Curi RMB Capital
Illinois
$1.6M +$1.6M +140,001 New
UBS Group
8
UBS Group
Switzerland
$1.38M +$180K +15,759 +15%
Bank of America
9
Bank of America
North Carolina
$786K -$19.9K -1,748 -2%
SFS
10
Shaker Financial Services
Virginia
$667K +$666K +58,377 New
DA
11
Doliver Advisors
Texas
$665K -$120K -10,492 -15%
Wells Fargo
12
Wells Fargo
California
$573K +$32.9K +2,879 +6%
AG
13
Advisor Group
Arizona
$353K +$34 +3 +0%
RJA
14
Raymond James & Associates
Florida
$320K +$2.48K +217 +0.8%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$319K -$41.1K -3,600 -11%
FNBT
16
FineMark National Bank & Trust
Florida
$265K
LPL Financial
17
LPL Financial
California
$264K +$263K +23,065 New
1CP
18
1607 Capital Partners
Virginia
$261K
SCM
19
Saba Capital Management
New York
$236K -$1.32M -115,915 -85%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$228K +$101K +8,885 +80%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$184K +$49.7K +4,355 +37%
SWP
22
Stratos Wealth Partners
Ohio
$177K
BTS
23
BB&T Securities
Virginia
$169K +$9.88K +866 +6%
FA
24
FDx Advisors
Illinois
$143K
Ameriprise
25
Ameriprise
Minnesota
$141K +$11.4K +1,002 +9%

IGA Hedge Fund Activity: Q4 2017 in Review

40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2017, worth a combined $50.9M — down 3.1% from $52.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IGA and 7 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Advisors Asset Management, adding an estimated $2.63M. The largest seller was Saba Capital Management, cutting an estimated $1.32M.

  • 40 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2017, down from 44 in Q3 2017.
  • Funds reported $50.9M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2017, down 3.1% quarter-over-quarter.
  • 7 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2017 and 10 closed out, a net change of -3 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2017 was Advisors Asset Management, an estimated $2.63M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2017 was Saba Capital Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2017.