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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

74 hedge funds and large institutions have $138M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $127M → $138M (+$10.5M)

2% more ownership

Funds ownership: 18.6% → 20.6% (+2%)

1% more funds holding

Funds holding: 73 → 74 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
22
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.46M
2
VIA
Vident Investment Advisory
Georgia
+$3.23M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$2.35M
4
Morgan Stanley
Morgan Stanley
New York
+$1.83M
5
UBS Group
UBS Group
Switzerland
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.96M
2
WAM
Wolverine Asset Management
Illinois
-$952K
3
CRC
Curi RMB Capital
Illinois
-$656K
4
WAM
Weiss Asset Management
Massachusetts
-$614K
5
Bank of America
Bank of America
North Carolina
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$552K -$73.4K -11,174 -13%
IA
27
IFP Advisors
Florida
$541K +$117K +17,836 +27%
SG Americas Securities
28
SG Americas Securities
New York
$538K -$64.2K -9,782 -11%
HH
29
Hilltop Holdings
Texas
$505K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$462K -$3.18K -484 -0.7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$455K +$1.79K +273 +0.4%
Citigroup
32
Citigroup
New York
$386K -$109K -16,651 -23%
FAAS
33
First Allied Advisory Services
California
$386K -$76K -11,568 -18%
RCM
34
Robinson Capital Management
Michigan
$357K -$197K -30,000 -37%
AGM
35
Alpine Global Management
New York
$303K -$21.2K -3,232 -7%
AIG
36
American International Group
New York
$292K +$3.45K +525 +1%
RBC
37
Roble Belko & Company
Pennsylvania
$243K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$213K +$71.6K +10,900 +57%
VKH
39
Virtu KCG Holdings
New York
$205K +$190K +28,895 New
Creative Planning
40
Creative Planning
Kansas
$180K +$79.5K +12,100 +91%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$177K -$197K -29,992 -55%
ACM
42
Aviance Capital Management
Florida
$141K +$131K +19,919 New
DA
43
Doliver Advisors
Texas
$131K +$122K +18,512 New
WJA
44
Williams Jones & Associates
New York
$124K +$4.43K +674 +4%
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$120K – – –
SWP
46
Stratos Wealth Partners
Ohio
$112K +$18.3K +2,784 +21%
Stifel Financial
47
Stifel Financial
Missouri
$110K +$102K +15,474 New
IH
48
IFC Holdings
Florida
$104K -$35.5K -5,408 -27%
EAM
49
EULAV Asset Management
Florida
$100K +$15.5K +2,362 +20%
PAG
50
Private Advisor Group
New Jersey
$99K +$7.88K +1,200 +9%
1
2
3 4

IGD Hedge Fund Activity: Q1 2016 in Review

74 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q1 2016, worth a combined $138M — up 8.2% from $127M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGD positions and 13 closed out — a net gain of 2 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.46M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.96M sold.

  • 74 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q1 2016, up from 73 in Q4 2015.
  • Funds reported $138M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q1 2016, up 8.2% quarter-over-quarter.
  • 15 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q1 2016 and 13 closed out, a net change of +2 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q1 2016 was Karpus Investment Management, an estimated $5.46M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q1 2016 was Shaker Financial Services, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2016.