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IGA

Voya Global Advantage and Premium Opportunity Fund

45 hedge funds and large institutions have $53.7M invested in Voya Global Advantage and Premium Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $43.5M → $53.7M (+$10.3M)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

5.87% more ownership

Funds ownership: 28.78%34.65% (+5.9%)

4% less funds holding

Funds holding: 4745 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$9.72M +$1.49M +179,671 +19%
Morgan Stanley
2
Morgan Stanley
New York
$9.41M +$4.14M +500,344 +83%
SCM
3
Saba Capital Management
New York
$7.64M +$1.1M +133,444 +17%
Bank of America
4
Bank of America
North Carolina
$4.58M +$591K +71,462 +15%
KIM
5
Karpus Investment Management
New York
$4.21M +$728K +88,108 +22%
SIA
6
Sit Investment Associates
Minnesota
$2.42M +$2.35M +284,000 New
UBS Group
7
UBS Group
Switzerland
$1.84M -$39.7K -4,797 -2%
Invesco
8
Invesco
Georgia
$1.84M -$468K -56,614 -21%
LPL Financial
9
LPL Financial
California
$1.75M +$1.1M +133,529 +185%
AA
10
AQR Arbitrage
Connecticut
$1.47M +$100K +12,115 +8%
IWC
11
Integrated Wealth Concepts
Massachusetts
$1.38M -$79.8K -9,652 -6%
RRA
12
Round Rock Advisors
Connecticut
$940K -$46.8K -5,666 -5%
GC
13
Guggenheim Capital
Illinois
$707K -$343K -41,544 -33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$546K +$16.4K +1,980 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$511K -$249K -30,071 -33%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$480K +$465K +56,295 New
1CP
17
1607 Capital Partners
Virginia
$453K -$406K -49,097 -48%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$428K -$4.96K -600 -1%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$348K +$338K +40,901 New
KA
20
Kovack Advisors
Florida
$281K +$108K +13,060 +66%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$255K +$219K +26,500 +767%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$248K +$3.85K +466 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$244K -$20.9K -2,528 -8%
LCM
24
Landscape Capital Management
New Jersey
$223K +$107K +12,999 +99%
NAS
25
NWF Advisory Services
California
$196K

IGA Hedge Fund Activity: Q4 2023 in Review

45 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2023, worth a combined $53.7M — up 24% from $43.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IGA and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $4.14M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.91M sold.

  • 45 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2023, down from 47 in Q3 2023.
  • Funds reported $53.7M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2023, up 24% quarter-over-quarter.
  • 6 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $4.14M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2023 was Shaker Financial Services, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2023.