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IGA

Voya Global Advantage and Premium Opportunity Fund

34 hedge funds and large institutions have $42.9M invested in Voya Global Advantage and Premium Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% less ownership

Funds ownership: 26.67%24.17% (-2.5%)

9% less capital invested

Capital invested by funds: $47M → $42.9M (-$4.07M)

17% less funds holding

Funds holding: 4134 (-7)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
34
Holders Change
-7
Holders Change %
-17.07%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.8M +$2.16M +216,727 +25%
Morgan Stanley
2
Morgan Stanley
New York
$7.75M +$121K +12,124 +2%
SCM
3
Saba Capital Management
New York
$6.79M -$686K -68,806 -9%
AAM
4
Advisors Asset Management
Colorado
$4.09M -$1.65M -165,554 -29%
Invesco
5
Invesco
Georgia
$3.02M -$282K -28,249 -8%
PPA
6
Parametric Portfolio Associates
Washington
$1.75M +$517K +51,908 +42%
1CP
7
1607 Capital Partners
Virginia
$972K -$47.7K -4,782 -5%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$921K -$21.1K -2,116 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$869K -$997 -100 -0.1%
UBS Group
10
UBS Group
Switzerland
$715K -$21.1K -2,118 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$708K +$7.53K +755 +1%
Stifel Financial
12
Stifel Financial
Missouri
$695K +$239K +24,018 +52%
Osaic Holdings
13
Osaic Holdings
Arizona
$659K -$1.93K -194 -0.3%
PAG
14
Private Advisor Group
New Jersey
$587K +$301K +30,200 +104%
Wells Fargo
15
Wells Fargo
California
$421K -$24.8K -2,483 -6%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$399K +$375K +37,627 New
Ameriprise
17
Ameriprise
Minnesota
$368K -$118K -11,822 -25%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$226K +$459 +46 +0.2%
BWA
19
Beam Wealth Advisors
Louisiana
$211K
Walleye Trading
20
Walleye Trading
New York
$159K -$88.4K -8,869 -36%
HA
21
Harborview Advisors
Maine
$144K +$145K +14,575 New
Bank of America
22
Bank of America
North Carolina
$119K
BRWA
23
B. Riley Wealth Advisors
Florida
$114K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$110K +$7.48K +750 +7%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$88K

IGA Hedge Fund Activity: Q3 2021 in Review

34 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q3 2021, worth a combined $42.9M — down 8.7% from $47M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IGA and 2 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.16M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.97M sold.

  • 34 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2021, down from 41 in Q2 2021.
  • Funds reported $42.9M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2021, down 8.7% quarter-over-quarter.
  • 2 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2021 and 9 closed out, a net change of -7 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2021 was Guggenheim Capital, an estimated $2.16M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2021 was Sit Investment Associates, an estimated $3.97M sold.

Based on aggregated 13F filings for Q3 2021.