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IGA

Voya Global Advantage and Premium Opportunity Fund

38 hedge funds and large institutions have $72.1M invested in Voya Global Advantage and Premium Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

34% more capital invested

Capital invested by funds: $53.7M → $72.1M (+$18.3M)

2.24% less ownership

Funds ownership: 34.65%32.41% (-2.2%)

16% less funds holding

Funds holding: 4538 (-7)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
38
Holders Change
-7
Holders Change %
-15.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
20
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
1
Global Assets Advisory
Florida
$20.4M +$1.38M +159,756 +784%
AAM
2
Advisors Asset Management
Colorado
$10.6M +$289K +33,439 +3%
SCM
3
Saba Capital Management
New York
$9.65M +$1.48M +171,063 +19%
KIM
4
Karpus Investment Management
New York
$5.42M +$910K +105,375 +21%
Morgan Stanley
5
Morgan Stanley
New York
$5.05M -$4.71M -546,193 -49%
Bank of America
6
Bank of America
North Carolina
$5M +$134K +15,574 +3%
Invesco
7
Invesco
Georgia
$2.25M +$285K +32,977 +15%
UBS Group
8
UBS Group
Switzerland
$1.88M -$77.3K -8,954 -4%
LPL Financial
9
LPL Financial
California
$1.74M -$115K -13,273 -6%
AA
10
AQR Arbitrage
Connecticut
$1.52M -$40.2K -4,656 -3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$1.45M -$11.5K -1,331 -0.8%
RRA
12
Round Rock Advisors
Connecticut
$868K -$124K -14,313 -13%
GC
13
Guggenheim Capital
Illinois
$784K +$32.5K +3,763 +5%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$746K +$227K +26,260 +47%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$624K +$42.7K +4,946 +8%
Osaic Holdings
16
Osaic Holdings
Arizona
$493K -$47.2K -5,463 -9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$483K +$27.2K +3,154 +6%
SFS
18
Shaker Financial Services
Virginia
$422K +$403K +46,692 New
1CP
19
1607 Capital Partners
Virginia
$363K -$112K -12,971 -24%
LCM
20
Landscape Capital Management
New Jersey
$302K +$62.4K +7,225 +28%
NAS
21
NWF Advisory Services
California
$207K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$207K -$53.6K -6,207 -21%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$197K
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$194K -$73.7K -8,543 -29%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$188K -$17.3K -2,000 -9%

IGA Hedge Fund Activity: Q1 2024 in Review

38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q1 2024, worth a combined $72.1M — up 34% from $53.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IGA and 1 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 20 added.

The largest buyer was Saba Capital Management, adding an estimated $1.48M. The largest seller was Morgan Stanley, cutting an estimated $4.71M.

  • 38 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q1 2024, down from 45 in Q4 2023.
  • Funds reported $72.1M of Voya Global Advantage and Premium Opportunity Fund stock for Q1 2024, up 34% quarter-over-quarter.
  • 1 fund opened new Voya Global Advantage and Premium Opportunity Fund positions in Q1 2024 and 7 closed out, a net change of -6 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q1 2024 was Saba Capital Management, an estimated $1.48M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q1 2024 was Morgan Stanley, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2024.