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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

64 hedge funds and large institutions have $100M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

0.29% less ownership

Funds ownership: 14.27% → 13.98% (-0.29%)

2% less capital invested

Capital invested by funds: $102M → $100M (-$1.96M)

10% less funds holding

Funds holding: 71 → 64 (-7)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
17
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.64M
2
Stifel Financial
Stifel Financial
Missouri
+$1.84M
3
GC
Guggenheim Capital
Illinois
+$754K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$743K
5
Ameriprise
Ameriprise
Minnesota
+$258K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$2.27M
2
CRC
Curi RMB Capital
Illinois
-$1.2M
3
AAM
Advisors Asset Management
Colorado
-$1.12M
4
Millennium Management
Millennium Management
New York
-$1.1M
5
WAM
Wolverine Asset Management
Illinois
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$301K – – –
FA
27
FDx Advisors
Illinois
$293K – – –
FAAS
28
First Allied Advisory Services
California
$290K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$284K -$17.6K -2,419 -6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$262K -$130K -17,825 -33%
RJA
31
Raymond James & Associates
Florida
$244K -$14K -1,922 -5%
BWM
32
BerganKDV Wealth Management
Minnesota
$224K -$221K -30,415 Closed
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$198K +$4.72K +648 +2%
SWP
34
Stratos Wealth Partners
Ohio
$108K -$7.3K -1,003 -6%
OCM
35
One Capital Management
California
$103K +$102K +14,000 New
HCM
36
Hollencrest Capital Management
California
$100K – – –
BFA
37
Beaumont Financial Advisors
Massachusetts
$99K +$1.17K +160 +1%
RJT
38
Raymond James Trust
Florida
$99K +$98.3K +13,500 New
CA
39
Cetera Advisors
Colorado
$88K +$86.3K +11,858 New
HH
40
Hilltop Holdings
Texas
$85K – – –
Citigroup
41
Citigroup
New York
$82K +$22.9K +3,148 +39%
SFM
42
Signet Financial Management
New Jersey
$81K +$80.1K +11,000 New
SPIA
43
Steward Partners Investment Advisory
New York
$76K +$66.6K +9,146 +782%
IA
44
IFP Advisors
Florida
$72K -$3.09K -425 -4%
GWM
45
Geneos Wealth Management
Colorado
$69K – – –
AWMS
46
Advocacy Wealth Management Services
Georgia
$62K -$7.28K -1,000 -11%
QCIG
47
Quad-Cities Investment Group
Iowa
$51K +$50.5K +6,938 New
SEI Investments
48
SEI Investments
Pennsylvania
$32K -$27.9K -3,829 -46%
FIB
49
First Interstate Bank
Montana
$20K – – –
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$175 +24 +1%
1
2
3 4

IGD Hedge Fund Activity: Q2 2018 in Review

64 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q2 2018, worth a combined $100M — down 1.9% from $102M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IGD and 11 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 22 added.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.64M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.27M sold.

  • 64 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q2 2018, down from 71 in Q1 2018.
  • Funds reported $100M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q2 2018, down 1.9% quarter-over-quarter.
  • 11 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q2 2018 and 17 closed out, a net change of -6 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $2.64M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q2 2018 was Shaker Financial Services, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2018.