We are live on ! Find out more
IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

62 hedge funds and large institutions have $121M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

2% less capital invested

Capital invested by funds: $123M → $121M (-$1.95M)

1.68% less ownership

Funds ownership: 18.59% → 16.9% (-1.7%)

10% less funds holding

Funds holding: 69 → 62 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
22
Reduced
16
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
+$4.56M
2
Wells Fargo
Wells Fargo
California
+$4.33M
3
Invesco
Invesco
Georgia
+$2.13M
4
Morgan Stanley
Morgan Stanley
New York
+$1.95M
5
RCM
Rivernorth Capital Management
Florida
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$16.8M
2
VIA
Vident Investment Advisory
Georgia
-$4.64M
3
LCM
Landscape Capital Management
New Jersey
-$1.85M
4
SFS
Shaker Financial Services
Virginia
-$1.81M
5
AAM
Advisors Asset Management
Colorado
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
26
Hilltop Holdings
Texas
$523K – – –
IA
27
IFP Advisors
Florida
$511K -$78.1K -10,980 -14%
CRC
28
Curi RMB Capital
Illinois
$449K -$477K -67,044 -52%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$442K -$257K -36,180 -38%
1CP
30
1607 Capital Partners
Virginia
$430K +$417K +58,564 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$417K -$32.8K -4,613 -8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$317K +$7.71K +1,083 +3%
FFSOTS
33
Fiduciary Financial Services of The Southwest
Texas
$304K -$3.7K -520 -1%
RJA
34
Raymond James & Associates
Florida
$282K -$39.1K -5,494 -13%
GXMC
35
Global X Management Company
New York
$281K +$91.3K +12,830 +50%
Stifel Financial
36
Stifel Financial
Missouri
$256K +$135K +18,960 +119%
Goldman Sachs
37
Goldman Sachs
New York
$166K +$80K +11,245 +99%
RCM
38
Robinson Capital Management
Michigan
$143K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$131K +$29.4K +4,138 +30%
RBC
40
Roble Belko & Company
Pennsylvania
$128K – – –
FAAS
41
First Allied Advisory Services
California
$121K -$141K -19,843 -55%
SWP
42
Stratos Wealth Partners
Ohio
$119K +$115K +16,189 New
Creative Planning
43
Creative Planning
Kansas
$108K +$5.29K +744 +5%
LCM
44
Landscape Capital Management
New Jersey
$93K -$1.85M -259,556 -95%
OAM
45
Occidental Asset Management
California
$87K +$84.5K +11,871 New
CA
46
Cetera Advisors
Colorado
$81K -$8.58K -1,206 -10%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$81K +$78.6K +11,050 New
GWM
48
Geneos Wealth Management
Colorado
$69K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$67K +$17.5K +2,462 +37%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$51K +$49.9K +7,007 New
1
2
3 4

IGD Hedge Fund Activity: Q1 2017 in Review

62 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q1 2017, worth a combined $121M — down 1.6% from $123M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGD and 13 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 22 added.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $4.56M. The largest seller was UBS Group, cutting an estimated $16.8M.

  • 62 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q1 2017, down from 69 in Q4 2016.
  • Funds reported $121M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q1 2017, down 1.6% quarter-over-quarter.
  • 13 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q1 2017 and 19 closed out, a net change of -6 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q1 2017 was Advocacy Wealth Management Services, an estimated $4.56M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q1 2017 was UBS Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2017.