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IGA

Voya Global Advantage and Premium Opportunity Fund

35 hedge funds and large institutions have $47.6M invested in Voya Global Advantage and Premium Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 3435 (+1)

4% more capital invested

Capital invested by funds: $45.8M → $47.6M (+$1.89M)

0.66% more ownership

Funds ownership: 24.17%24.83% (+0.66%)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$10.2M +$484K +46,532 +5%
Morgan Stanley
2
Morgan Stanley
New York
$9.19M +$65.7K +6,318 +0.7%
GC
3
Guggenheim Capital
Illinois
$7.61M -$1.03M -98,720 -12%
Invesco
4
Invesco
Georgia
$6.9M +$1.11M +107,195 +19%
UBS Group
5
UBS Group
Switzerland
$1.79M +$43.1K +4,145 +2%
WAM
6
Wolverine Asset Management
Illinois
$1.77M +$1.17M +112,208 +196%
Stifel Financial
7
Stifel Financial
Missouri
$1.76M +$16.3K +1,571 +0.9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.47M -$15.8K -1,515 -1%
UCFA
9
United Capital Financial Advisors
Texas
$757K -$567K -54,508 -43%
Ameriprise
10
Ameriprise
Minnesota
$684K -$41.5K -3,990 -6%
1CP
11
1607 Capital Partners
Virginia
$563K +$43.7K +4,200 +8%
Bank of America
12
Bank of America
North Carolina
$532K +$356K +34,227 +208%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$404K -$152K -14,602 -27%
AG
14
Advisor Group
Arizona
$394K +$17.5K +1,684 +5%
Wells Fargo
15
Wells Fargo
California
$376K +$10K +961 +3%
Walleye Capital
16
Walleye Capital
New York
$369K +$366K +35,217 New
CRC
17
Curi RMB Capital
Illinois
$347K -$433K -41,673 -56%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$319K
LCM
19
Landscape Capital Management
New Jersey
$253K +$251K +24,142 New
SFS
20
Shaker Financial Services
Virginia
$214K -$285K -27,419 -57%
Walleye Trading
21
Walleye Trading
New York
$208K +$206K +19,820 New
LPL Financial
22
LPL Financial
California
$197K +$104 +10 +0.1%
DA
23
Doliver Advisors
Texas
$172K -$58.4K -5,612 -25%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$147K -$25.2K -2,425 -15%
BCA
25
Biltmore Capital Advisors
New Jersey
$147K +$145K +13,984 New

IGA Hedge Fund Activity: Q4 2019 in Review

35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2019, worth a combined $47.6M — up 4.1% from $45.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IGA positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $1.17M. The largest seller was Guggenheim Capital, cutting an estimated $1.03M.

  • 35 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $47.6M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2019, up 4.1% quarter-over-quarter.
  • 7 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2019 and 5 closed out, a net change of +2 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2019 was Wolverine Asset Management, an estimated $1.17M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2019 was Guggenheim Capital, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2019.