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IGA

Voya Global Advantage and Premium Opportunity Fund

30 hedge funds and large institutions have $40.2M invested in Voya Global Advantage and Premium Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.87% less ownership

Funds ownership: 24.17%21.29% (-2.9%)

6% less capital invested

Capital invested by funds: $42.9M → $40.2M (-$2.71M)

12% less funds holding

Funds holding: 3430 (-4)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$14.5M +$3.11M +309,841 +28%
Morgan Stanley
2
Morgan Stanley
New York
$8M -$104K -10,385 -1%
Invesco
3
Invesco
Georgia
$2.71M -$437K -43,473 -14%
AAM
4
Advisors Asset Management
Colorado
$2.47M -$1.75M -174,295 -42%
PPA
5
Parametric Portfolio Associates
Washington
$1.87M +$42.4K +4,214 +2%
SCM
6
Saba Capital Management
New York
$1.75M -$5.19M -516,197 -75%
SFS
7
Shaker Financial Services
Virginia
$1.19M +$1.15M +114,539 New
RRA
8
Round Rock Advisors
Connecticut
$967K +$937K +93,267 New
UBS Group
9
UBS Group
Switzerland
$824K +$73.8K +7,347 +10%
Stifel Financial
10
Stifel Financial
Missouri
$798K +$68.8K +6,846 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$779K -$127K -12,589 -14%
Walleye Capital
12
Walleye Capital
New York
$714K -$48.9K -4,868 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$691K +$1.66K +165 +0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$681K -$57.6K -5,731 -8%
Wells Fargo
15
Wells Fargo
California
$431K -$10.7K -1,066 -3%
PAG
16
Private Advisor Group
New Jersey
$328K -$278K -27,700 -47%
Ameriprise
17
Ameriprise
Minnesota
$325K -$43.7K -4,349 -12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$273K +$35.6K +3,547 +16%
NFG
19
Nations Financial Group
Iowa
$187K +$181K +18,000 New
BRWA
20
B. Riley Wealth Advisors
Florida
$122K +$2.2K +219 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$115K
Bank of America
22
Bank of America
North Carolina
$104K -$20.6K -2,050 -17%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$92K
SPIA
24
Steward Partners Investment Advisory
New York
$83K
LC
25
Lindbrook Capital
California
$41K

IGA Hedge Fund Activity: Q4 2021 in Review

30 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2021, worth a combined $40.2M — down 6.3% from $42.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IGA and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 7 added.

The largest buyer was Guggenheim Capital, adding an estimated $3.11M. The largest seller was Saba Capital Management, cutting an estimated $5.19M.

  • 30 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2021, down from 34 in Q3 2021.
  • Funds reported $40.2M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2021, down 6.3% quarter-over-quarter.
  • 5 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2021 and 8 closed out, a net change of -3 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $3.11M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2021 was Saba Capital Management, an estimated $5.19M sold.

Based on aggregated 13F filings for Q4 2021.