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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

60 hedge funds and large institutions have $103M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

23% more capital invested

Capital invested by funds: $83.6M → $103M (+$19.4M)

13% more funds holding

Funds holding: 53 → 60 (+7)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

2.17% more ownership

Funds ownership: 9.62% → 11.79% (+2.2%)

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$5.27M
2
Morgan Stanley
Morgan Stanley
New York
+$3.8M
3
KIM
Karpus Investment Management
New York
+$3.29M
4
Invesco
Invesco
Georgia
+$2.3M
5
SG Americas Securities
SG Americas Securities
New York
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
IH
IFC Holdings
Florida
-$2.39M
2
GC
Guggenheim Capital
Illinois
-$1.7M
3
RJA
Raymond James & Associates
Florida
-$1.04M
4
Citigroup
Citigroup
New York
-$363K
5
Bank of America
Bank of America
North Carolina
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$640K -$1.43K -159 -0.2%
CAN
27
Cetera Advisor Networks
California
$579K +$159K +17,675 +37%
RJA
28
Raymond James & Associates
Florida
$465K -$1.04M -115,428 -69%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$312K -$111K -12,349 -26%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$278K -$83.3K -9,267 -23%
FAAS
31
First Allied Advisory Services
California
$276K -$15.7K -1,750 -5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$270K +$42.5K +4,735 +19%
LCM
33
Landscape Capital Management
New Jersey
$251K +$252K +28,080 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$244K +$87.5K +9,741 +56%
CWM
35
Concert Wealth Management
California
$209K +$211K +23,480 New
HCM
36
Hollencrest Capital Management
California
$178K +$179K +19,900 New
IH
37
IFC Holdings
Florida
$164K -$2.39M -266,118 -94%
RJT
38
Raymond James Trust
Florida
$163K +$163K +18,165 New
SB
39
Suntrust Banks
Georgia
$134K – – –
OC
40
Oppenheimer & Co
New York
$123K -$17.4K -1,942 -12%
CIA
41
Capital Investment Advisors
Georgia
$112K +$112K +12,500 New
NPC
42
National Planning Corporation
California
$99K -$16.4K -1,822 -15%
AIG
43
American International Group
New York
$96.3K – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$96.1K +$96.4K +10,734 New
MFS
45
MSI Financial Services
Massachusetts
$69K -$1.62K -180 -2%
WA
46
WFG Advisors
Texas
$64K – – –
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$55K +$55.5K +6,175 New
Creative Planning
48
Creative Planning
Kansas
$54K -$8.15K -907 -13%
BAM
49
Barrett Asset Management
New York
$45K – – –
CFN
50
Cordasco Financial Network
Florida
$28K +$28.1K +3,128 New
1
2
3

IGD Hedge Fund Activity: Q4 2013 in Review

60 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2013, worth a combined $103M — up 23% from $83.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGD positions and 6 closed out — a net gain of 8 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $5.27M. The largest seller was IFC Holdings, cutting an estimated $2.39M.

  • 60 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2013, up from 53 in Q3 2013.
  • Funds reported $103M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2013, up 23% quarter-over-quarter.
  • 14 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2013 and 6 closed out, a net change of +8 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2013 was Wolverine Asset Management, an estimated $5.27M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2013 was IFC Holdings, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2013.