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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

58 hedge funds and large institutions have $132M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

12% more capital invested

Capital invested by funds: $118M → $132M (+$13.8M)

0.92% more ownership

Funds ownership: 15.96% → 16.88% (+0.92%)

6% less funds holding

Funds holding: 62 → 58 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
26
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$4.05M
2
AWMS
Advocacy Wealth Management Services
Georgia
+$3.15M
3
Bank of America
Bank of America
North Carolina
+$1.99M
4
Morgan Stanley
Morgan Stanley
New York
+$1.78M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.27M
2
PPA
Parametric Portfolio Associates
Washington
-$2.74M
3
AAM
Advisors Asset Management
Colorado
-$1.45M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$844K
5
1CP
1607 Capital Partners
Virginia
-$437K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$380K -$17.8K -2,300 -5%
RJA
27
Raymond James & Associates
Florida
$347K +$33.5K +4,340 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$341K +$28.6K +3,703 +10%
FAAS
29
First Allied Advisory Services
California
$315K +$37.4K +4,844 +14%
GXMC
30
Global X Management Company
New York
$307K -$3.48K -450 -1%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$284K +$161K +20,832 +146%
FA
32
FDx Advisors
Illinois
$247K +$10.2K +1,320 +5%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$187K +$7.95K +1,028 +5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$168K -$49.5K -6,402 -24%
LPL Financial
35
LPL Financial
California
$142K +$29.7K +3,848 +28%
BAM
36
Belpointe Asset Management
Nevada
$142K +$136K +17,570 New
Goldman Sachs
37
Goldman Sachs
New York
$139K +$13.6K +1,757 +11%
Citadel Advisors
38
Citadel Advisors
Florida
$123K +$117K +15,168 New
SWP
39
Stratos Wealth Partners
Ohio
$117K -$21.7K -2,802 -16%
Creative Planning
40
Creative Planning
Kansas
$115K +$36.7K +4,742 +51%
PAS
41
Park Avenue Securities
New York
$95K +$90.6K +11,714 New
AGM
42
Alpine Global Management
New York
$91K +$86.3K +11,160 New
CA
43
Cetera Advisors
Colorado
$89K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$78K – – –
GWM
45
Geneos Wealth Management
Colorado
$76K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$57K – – –
US Bancorp
47
US Bancorp
Minnesota
$57K – – –
Citigroup
48
Citigroup
New York
$41K -$23 -3 -0.1%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$13.8K +1,790 +179%
FIB
50
First Interstate Bank
Montana
$22K +$21.3K +2,760 New
1
2
3

IGD Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2017, worth a combined $132M — up 12% from $118M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IGD and 7 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 26 added.

The largest buyer was B. Riley Wealth Advisors, adding an estimated $4.05M. The largest seller was Wells Fargo, cutting an estimated $4.27M.

  • 58 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2017, down from 62 in Q2 2017.
  • Funds reported $132M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2017, up 12% quarter-over-quarter.
  • 7 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2017 and 11 closed out, a net change of -4 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2017 was B. Riley Wealth Advisors, an estimated $4.05M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2017 was Wells Fargo, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2017.