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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

61 hedge funds and large institutions have $90.4M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

9% more funds holding

Funds holding: 56 → 61 (+5)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0.43% less ownership

Funds ownership: 11.76% → 11.34% (-0.43%)

16% less capital invested

Capital invested by funds: $107M → $90.4M (-$17M)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
17
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.93M
2
MIG
Mariner Investment Group
New York
+$2.23M
3
DA
Doliver Advisors
Texas
+$2.02M
4
WAM
Wolverine Asset Management
Illinois
+$1.64M
5
KIM
Karpus Investment Management
New York
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$15.2M
2
Morgan Stanley
Morgan Stanley
New York
-$8.16M
3
GC
Guggenheim Capital
Illinois
-$1.59M
4
LPL Financial
LPL Financial
California
-$887K
5
OFG
OTA Financial Group
New York
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
26
Alpine Global Management
New York
$382K +$409K +45,965 New
Creative Planning
27
Creative Planning
Kansas
$363K -$5.25K -590 -1%
AIG
28
American International Group
New York
$306K +$138K +15,519 +73%
CA
29
Cornerstone Advisors
North Carolina
$275K +$294K +33,000 New
Goldman Sachs
30
Goldman Sachs
New York
$270K +$47.6K +5,349 +20%
LCM
31
Landscape Capital Management
New Jersey
$255K +$272K +30,590 New
Jane Street
32
Jane Street
New York
$184K +$197K +22,155 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$165K +$9.86K +1,108 +6%
IH
34
IFC Holdings
Florida
$151K +$819 +92 +0.5%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$130K – – –
NPC
36
National Planning Corporation
California
$122K -$57.3K -6,436 -30%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$104K -$36.4K -4,091 -25%
CS
38
Credit Suisse
Switzerland
$101K -$12.5K -1,400 -10%
FFSOTS
39
Fiduciary Financial Services of The Southwest
Texas
$96K -$10.2K -1,150 -9%
PAG
40
Private Advisor Group
New Jersey
$87K +$93.5K +10,500 New
B
41
Baird
Wisconsin
$84K +$90.1K +10,126 New
Citigroup
42
Citigroup
New York
$66K +$418 +47 +0.6%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$40K -$9.35K -1,050 -18%
Deutsche Bank
44
Deutsche Bank
Germany
$39K – – –
HRIA
45
Haberer Registered Investment Advisor
Ohio
$38K +$40.2K +4,520 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$33K +$8.9K +1,000 +33%
CFN
47
Cordasco Financial Network
Florida
$26K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$26K +$28K +3,145 +14,295%
MFS
49
MSI Financial Services
Massachusetts
$19K -$13.4K -1,500 -40%
PSI
50
Pinnacle Summer Investments
Virginia
$14K +$516 +58 +4%
1
2
3

IGD Hedge Fund Activity: Q4 2014 in Review

61 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2014, worth a combined $90.4M — down 16% from $107M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGD positions and 12 closed out — a net gain of 6 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.93M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $15.2M sold.

  • 61 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2014, up from 56 in Q3 2014.
  • Funds reported $90.4M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2014, down 16% quarter-over-quarter.
  • 18 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2014 and 12 closed out, a net change of +6 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2014 was Shaker Financial Services, an estimated $2.93M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2014.