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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

71 hedge funds and large institutions have $102M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

0.41% less ownership

Funds ownership: 14.68% → 14.27% (-0.41%)

5% less funds holding

Funds holding: 75 → 71 (-4)

8% less capital invested

Capital invested by funds: $111M → $102M (-$9.06M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.64M
2
Stifel Financial
Stifel Financial
Missouri
+$1.28M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$1.25M
4
WAM
Wolverine Asset Management
Illinois
+$1.07M
5
Millennium Management
Millennium Management
New York
+$897K

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.99M
3
Invesco
Invesco
Georgia
-$1.74M
4
PPA
Parametric Portfolio Associates
Washington
-$1.72M
5
AAM
Advisors Asset Management
Colorado
-$871K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFSOTS
26
Fiduciary Financial Services of The Southwest
Texas
$372K +$17.2K +2,256 +5%
FFG
27
Ford Financial Group
California
$329K +$103K +13,500 +43%
GXMC
28
Global X Management Company
New York
$325K +$39.7K +5,209 +13%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$304K +$20.6K +2,697 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$300K +$1.14K +149 +0.4%
LPL Financial
31
LPL Financial
California
$299K +$133K +17,402 +74%
FA
32
FDx Advisors
Illinois
$291K +$71K +9,304 +30%
FAAS
33
First Allied Advisory Services
California
$288K -$8.18K -1,073 -3%
RJA
34
Raymond James & Associates
Florida
$256K -$27.8K -3,648 -9%
BWM
35
BerganKDV Wealth Management
Minnesota
$222K +$232K +30,415 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$192K +$200K +26,210 New
CM
37
Churchill Management
California
$140K +$146K +19,143 New
NMC
38
Nine Masts Capital
Hong Kong
$130K +$136K +17,800 New
KA
39
Kovack Advisors
Florida
$124K +$9.3K +1,220 +8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$115K -$75.6K -9,910 -39%
SWP
41
Stratos Wealth Partners
Ohio
$115K +$7.68K +1,007 +7%
US Bancorp
42
US Bancorp
Minnesota
$112K -$54.7K -7,175 -32%
HCM
43
Hollencrest Capital Management
California
$99K – – –
BFA
44
Beaumont Financial Advisors
Massachusetts
$97K +$102K +13,335 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$91K +$42.1K +5,517 +79%
HH
46
Hilltop Holdings
Texas
$85K -$455K -59,695 -84%
IA
47
IFP Advisors
Florida
$79K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$70K – – –
AWMS
49
Advocacy Wealth Management Services
Georgia
$69K +$7.63K +1,000 +12%
GWM
50
Geneos Wealth Management
Colorado
$68K – – –
1
2
3 4

IGD Hedge Fund Activity: Q1 2018 in Review

71 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q1 2018, worth a combined $102M — down 8.2% from $111M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGD and 11 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $2.64M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $2.7M sold.

  • 71 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q1 2018, down from 75 in Q4 2017.
  • Funds reported $102M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q1 2018, down 8.2% quarter-over-quarter.
  • 11 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q1 2018 and 15 closed out, a net change of -4 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q1 2018 was Morgan Stanley, an estimated $2.64M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q1 2018 was 1832 Asset Management, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2018.