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IGA

Voya Global Advantage and Premium Opportunity Fund

42 hedge funds and large institutions have $55.5M invested in Voya Global Advantage and Premium Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $50.9M → $55.5M (+$4.57M)

5% more funds holding

Funds holding: 4042 (+2)

3.32% more ownership

Funds ownership: 24.29%27.61% (+3.3%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$10.8M +$562K +49,611 +5%
GC
2
Guggenheim Capital
Illinois
$9.62M +$704K +62,151 +8%
Morgan Stanley
3
Morgan Stanley
New York
$9.29M +$1.31M +116,052 +16%
Invesco
4
Invesco
Georgia
$8.03M +$40.8K +3,603 +0.5%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.86M +$152K +13,392 +5%
CRC
6
Curi RMB Capital
Illinois
$2.19M +$692K +61,165 +44%
UCFA
7
United Capital Financial Advisors
Texas
$1.8M -$45.3K -3,999 -2%
SFS
8
Shaker Financial Services
Virginia
$1.55M +$945K +83,471 +143%
UBS Group
9
UBS Group
Switzerland
$1.29M -$19.1K -1,687 -1%
Stifel Financial
10
Stifel Financial
Missouri
$1.12M +$1.03M +91,335 +827%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$957K +$993K +87,738 New
Bank of America
12
Bank of America
North Carolina
$752K +$1.96K +173 +0.3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$747K +$549K +48,527 +243%
Wells Fargo
14
Wells Fargo
California
$540K -$7.36K -650 -1%
DA
15
Doliver Advisors
Texas
$437K -$205K -18,103 -31%
AG
16
Advisor Group
Arizona
$401K +$66.2K +5,851 +19%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$354K +$51.1K +4,514 +16%
RJA
18
Raymond James & Associates
Florida
$312K +$6.89K +609 +2%
LPL Financial
19
LPL Financial
California
$292K +$41.6K +3,675 +16%
FNBT
20
FineMark National Bank & Trust
Florida
$253K
1CP
21
1607 Capital Partners
Virginia
$229K -$20.4K -1,800 -8%
SCM
22
Saba Capital Management
New York
$225K
SWP
23
Stratos Wealth Partners
Ohio
$183K +$14.7K +1,300 +8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$176K +$724 +64 +0.4%
PAS
25
Park Avenue Securities
New York
$155K +$165K +14,609 New

IGA Hedge Fund Activity: Q1 2018 in Review

42 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q1 2018, worth a combined $55.5M — up 9% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IGA positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.31M. The largest seller was Doliver Advisors, cutting an estimated $205K.

  • 42 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q1 2018, up from 40 in Q4 2017.
  • Funds reported $55.5M of Voya Global Advantage and Premium Opportunity Fund stock for Q1 2018, up 9% quarter-over-quarter.
  • 5 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q1 2018 was Morgan Stanley, an estimated $1.31M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q1 2018 was Doliver Advisors, an estimated $205K sold.

Based on aggregated 13F filings for Q1 2018.