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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

75 hedge funds and large institutions have $111M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

29% more funds holding

Funds holding: 58 → 75 (+17)

2.2% less ownership

Funds ownership: 16.88% → 14.68% (-2.2%)

16% less capital invested

Capital invested by funds: $132M → $111M (-$20.5M)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
75
Holders Change
+17
Holders Change %
+29.31%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
17
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.25M
2
SFS
Shaker Financial Services
Virginia
+$2.13M
3
GC
Guggenheim Capital
Illinois
+$2.04M
4
CRC
Curi RMB Capital
Illinois
+$1.11M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$946K

Top Sellers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
-$15.3M
2
BRWA
B. Riley Wealth Advisors
Florida
-$4.55M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$4.02M
4
PPA
Parametric Portfolio Associates
Washington
-$1.79M
5
AAM
Advisors Asset Management
Colorado
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$437K -$5.14K -649 -1%
WAM
27
Weiss Asset Management
Massachusetts
$433K +$442K +55,851 New
FFSOTS
28
Fiduciary Financial Services of The Southwest
Texas
$377K -$25.2K -3,176 -6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$317K -$9.46K -1,194 -3%
FAAS
30
First Allied Advisory Services
California
$313K +$12.8K +1,618 +4%
GXMC
31
Global X Management Company
New York
$305K +$11.1K +1,398 +4%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$302K +$31.3K +3,946 +11%
RJA
33
Raymond James & Associates
Florida
$300K -$32.3K -4,077 -10%
Millennium Management
34
Millennium Management
New York
$255K -$216K -27,276 -45%
FFG
35
Ford Financial Group
California
$249K +$250K +31,600 New
FA
36
FDx Advisors
Illinois
$236K – – –
Stifel Financial
37
Stifel Financial
Missouri
$233K -$789K -99,616 -77%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$198K +$38.4K +4,847 +23%
BAM
39
Belpointe Asset Management
Nevada
$196K +$60.8K +7,675 +44%
DA
40
Doliver Advisors
Texas
$192K +$197K +24,816 New
LPL Financial
41
LPL Financial
California
$183K +$48.3K +6,099 +35%
US Bancorp
42
US Bancorp
Minnesota
$175K +$123K +15,534 +220%
TSS
43
Two Sigma Securities
New York
$154K +$157K +19,869 New
KA
44
Kovack Advisors
Florida
$122K +$125K +15,800 New
Citadel Advisors
45
Citadel Advisors
Florida
$121K +$3.36K +424 +3%
Jane Street
46
Jane Street
New York
$118K +$121K +15,285 New
SWP
47
Stratos Wealth Partners
Ohio
$114K +$2.32K +293 +2%
HCM
48
Hollencrest Capital Management
California
$105K +$108K +13,600 New
Citigroup
49
Citigroup
New York
$94K +$55.5K +7,005 +138%
Goldman Sachs
50
Goldman Sachs
New York
$82K -$52.3K -6,602 -39%
1
2
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IGD Hedge Fund Activity: Q4 2017 in Review

75 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2017, worth a combined $111M — down 16% from $132M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGD positions and 5 closed out — a net gain of 17 holders — while 17 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.25M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $15.3M.

  • 75 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $111M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2017, down 16% quarter-over-quarter.
  • 22 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2017 and 5 closed out, a net change of +17 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2017 was Morgan Stanley, an estimated $2.25M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2017 was Advocacy Wealth Management Services, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2017.