We are live on ! Find out more
IGA

Voya Global Advantage and Premium Opportunity Fund

36 hedge funds and large institutions have $60.6M invested in Voya Global Advantage and Premium Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 3536 (+1)

1% more capital invested

Capital invested by funds: $60.1M → $60.6M (+$514K)

0.58% more ownership

Funds ownership: 28.36%28.94% (+0.58%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$12.6M -$67.2K -5,823 -0.5%
GC
2
Guggenheim Capital
Illinois
$12.1M +$584K +50,602 +5%
Morgan Stanley
3
Morgan Stanley
New York
$9.36M +$170K +14,756 +2%
Invesco
4
Invesco
Georgia
$8.31M -$325K -28,192 -4%
Stifel Financial
5
Stifel Financial
Missouri
$3.22M +$21.2K +1,841 +0.7%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$2.56M +$3.22K +279 +0.1%
CRC
7
Curi RMB Capital
Illinois
$2.33M +$5.36K +465 +0.2%
UCFA
8
United Capital Financial Advisors
Texas
$1.9M
UBS Group
9
UBS Group
Switzerland
$1.44M -$78.6K -6,813 -5%
SFS
10
Shaker Financial Services
Virginia
$1.09M +$1.1M +95,685 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$863K +$41.3K +3,581 +5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$857K -$139K -12,051 -14%
Bank of America
13
Bank of America
North Carolina
$827K +$64.1K +5,559 +8%
Wells Fargo
14
Wells Fargo
California
$551K -$519 -45 -0.1%
AG
15
Advisor Group
Arizona
$454K -$1.98K -172 -0.4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$320K -$50.9K -4,412 -14%
LPL Financial
17
LPL Financial
California
$308K -$4.93K -427 -2%
RJA
18
Raymond James & Associates
Florida
$271K -$52.9K -4,589 -16%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$190K +$16.9K +1,469 +10%
Ameriprise
20
Ameriprise
Minnesota
$149K +$7.21K +625 +5%
BTS
21
BB&T Securities
Virginia
$144K +$450 +39 +0.3%
SWP
22
Stratos Wealth Partners
Ohio
$140K +$958 +83 +0.7%
FA
23
FDx Advisors
Illinois
$137K +$138K +12,003 New
BRWA
24
B. Riley Wealth Advisors
Florida
$121K +$121K +10,500 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$102K

IGA Hedge Fund Activity: Q3 2018 in Review

36 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q3 2018, worth a combined $60.6M — up 0.85% from $60.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IGA positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.1M. The largest seller was Invesco, cutting an estimated $325K.

  • 36 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2018, up from 35 in Q2 2018.
  • Funds reported $60.6M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2018, up 0.85% quarter-over-quarter.
  • 7 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2018 and 6 closed out, a net change of +1 holder.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2018 was Shaker Financial Services, an estimated $1.1M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2018 was Invesco, an estimated $325K sold.

Based on aggregated 13F filings for Q3 2018.