We are live on ! Find out more
IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

68 hedge funds and large institutions have $80.5M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

0.81% less ownership

Funds ownership: 13.49% → 12.67% (-0.81%)

1% less funds holding

Funds holding: 69 → 68 (-1)

6% less capital invested

Capital invested by funds: $85.3M → $80.5M (-$4.85M)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.02M
2
WAM
Weiss Asset Management
Massachusetts
+$442K
3
CRC
Curi RMB Capital
Illinois
+$356K
4
TC
Telemus Capital
Michigan
+$292K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$200K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.28M
2
GC
Guggenheim Capital
Illinois
-$1.27M
3
CCP
Clough Capital Partners
Massachusetts
-$894K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$835K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$750K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$358K +$356K +54,881 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$333K -$31K -4,784 -9%
FA
28
FDx Advisors
Illinois
$297K -$7.03K -1,085 -2%
TC
29
Telemus Capital
Michigan
$289K +$292K +45,000 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$274K -$67.8K -10,468 -20%
BWM
31
BerganKDV Wealth Management
Minnesota
$261K – – –
BRWA
32
B. Riley Wealth Advisors
Florida
$219K +$16.2K +2,500 +8%
PGWM
33
Parisi Gray Wealth Management
New Jersey
$214K +$106K +16,394 +100%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$200K +$200K +30,814 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$194K +$5.23K +808 +3%
RJA
36
Raymond James & Associates
Florida
$184K +$21.6K +3,338 +13%
Citigroup
37
Citigroup
New York
$145K +$4.1K +633 +3%
CA
38
Cetera Advisors
Colorado
$99K +$97.6K +15,064 New
GIA
39
Gladstone Institutional Advisory
Florida
$97K +$96.5K +14,900 New
HighTower Advisors
40
HighTower Advisors
Illinois
$96K -$7.16K -1,105 -7%
BFA
41
Beaumont Financial Advisors
Massachusetts
$91K – – –
OCM
42
One Capital Management
California
$91K – – –
RJT
43
Raymond James Trust
Florida
$88K -$4.94K -762 -5%
CWP
44
Capital Wealth Planning
Florida
$84K +$83.2K +12,850 New
EAM
45
EULAV Asset Management
Florida
$77K – – –
KA
46
Kovack Advisors
Florida
$77K +$76.9K +11,873 New
CFGS
47
Concourse Financial Group Securities
Alabama
$75K +$60K +9,262 +416%
SPIA
48
Steward Partners Investment Advisory
New York
$73K -$6.52K -1,006 -8%
LCM
49
Landscape Capital Management
New Jersey
$73K +$6.13K +947 +9%
GWM
50
Geneos Wealth Management
Colorado
$72K +$10.7K +1,650 +17%
1
2
3 4

IGD Hedge Fund Activity: Q2 2019 in Review

68 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q2 2019, worth a combined $80.5M — down 5.7% from $85.3M a quarter earlier.

Fund positioning in IGD was balanced in Q2 2019: 13 funds opened new positions, 13 closed out, 23 added to existing stakes and 20 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.02M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.28M sold.

  • 68 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q2 2019, down from 69 in Q1 2019.
  • Funds reported $80.5M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q2 2019, down 5.7% quarter-over-quarter.
  • 13 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q2 2019 and 13 closed out, a net change of 0 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q2 2019 was Shaker Financial Services, an estimated $1.02M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q2 2019 was Wolverine Asset Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q2 2019.