We are live on ! Find out more
IGA

Voya Global Advantage and Premium Opportunity Fund

46 hedge funds and large institutions have $50.7M invested in Voya Global Advantage and Premium Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

28% more funds holding

Funds holding: 3646 (+10)

1.17% more ownership

Funds ownership: 28.94%30.11% (+1.2%)

16% less capital invested

Capital invested by funds: $60.6M → $50.7M (-$9.89M)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
9
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$8.74M -$1.5M -147,655 -13%
GC
2
Guggenheim Capital
Illinois
$7.91M -$2.05M -201,931 -19%
Morgan Stanley
3
Morgan Stanley
New York
$7.59M +$68.4K +6,729 +0.8%
Invesco
4
Invesco
Georgia
$5.73M -$1.05M -103,537 -14%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$154K +15,167 +7%
WAM
6
Wolverine Asset Management
Illinois
$1.93M +$2.13M +209,535 New
SFS
7
Shaker Financial Services
Virginia
$1.81M +$1.03M +101,282 +106%
Stifel Financial
8
Stifel Financial
Missouri
$1.61M -$1.09M -106,989 -38%
UCFA
9
United Capital Financial Advisors
Texas
$1.44M -$102K -10,069 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.21M +$578K +56,832 +76%
Bank of America
11
Bank of America
North Carolina
$1.1M +$477K +46,970 +65%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$1.2M +117,765 New
CRC
13
Curi RMB Capital
Illinois
$1.04M -$926K -91,135 -45%
1CP
14
1607 Capital Partners
Virginia
$936K +$1.03M +101,685 New
UBS Group
15
UBS Group
Switzerland
$882K -$308K -30,285 -24%
LCM
16
Landscape Capital Management
New Jersey
$666K +$736K +72,444 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$623K -$78.5K -7,719 -10%
KIM
18
Karpus Investment Management
New York
$594K +$657K +64,613 New
Wells Fargo
19
Wells Fargo
California
$424K -$21.8K -2,144 -4%
AG
20
Advisor Group
Arizona
$330K -$38.2K -3,761 -9%
DA
21
Doliver Advisors
Texas
$307K +$339K +33,325 New
Ameriprise
22
Ameriprise
Minnesota
$301K +$202K +19,832 +153%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$285K +$30.3K +2,978 +11%
LPL Financial
24
LPL Financial
California
$253K +$5.92K +582 +2%
WAM
25
Weiss Asset Management
Massachusetts
$247K +$273K +26,832 New

IGA Hedge Fund Activity: Q4 2018 in Review

46 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2018, worth a combined $50.7M — down 16% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGA positions and 4 closed out — a net gain of 11 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.13M. The largest seller was Guggenheim Capital, cutting an estimated $2.05M.

  • 46 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2018, up from 36 in Q3 2018.
  • Funds reported $50.7M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2018, down 16% quarter-over-quarter.
  • 15 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2018 and 4 closed out, a net change of +11 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $2.13M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2018 was Guggenheim Capital, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2018.