We are live on ! Find out more
IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

91 hedge funds and large institutions have $99.4M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

2.39% less ownership

Funds ownership: 22.75% → 20.36% (-2.4%)

7% less funds holding

Funds holding: 98 → 91 (-7)

10% less capital invested

Capital invested by funds: $110M → $99.4M (-$10.8M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.37M
2
Bank of America
Bank of America
North Carolina
+$977K
3
Cohen & Steers
Cohen & Steers
New York
+$802K
4
AA
AQR Arbitrage
Connecticut
+$604K
5
KIM
Karpus Investment Management
New York
+$471K

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$11.6M
2
WAM
Wolverine Asset Management
Illinois
-$1.83M
3
WS
Wela Strategies
Georgia
-$904K
4
Morgan Stanley
Morgan Stanley
New York
-$569K
5
Invesco
Invesco
Georgia
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
26
NWF Advisory Services
California
$517K – – –
CC
27
Claybrook Capital
Massachusetts
$516K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$496K +$62.4K +12,271 +15%
RRA
29
Round Rock Advisors
Connecticut
$363K – – –
PIWA
30
Prevail Innovative Wealth Advisors
Kansas
$324K +$320K +62,944 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$254K +$25.5K +5,009 +11%
KPWS
32
Kestra Private Wealth Services
Texas
$235K +$458 +90 +0.2%
CAN
33
Cetera Advisor Networks
California
$229K -$109K -21,348 -32%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$208K -$1.09K -214 -0.5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$189K -$1.87K -367 -1%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$189K – – –
DWM
37
Dakota Wealth Management
Florida
$181K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$178K +$2.3K +453 +1%
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$174K +$50.5K +9,927 +41%
MC
40
Moors & Cabot
Massachusetts
$174K +$3.05K +600 +2%
QC
41
Quantedge Capital
Singapore
$173K +$43.2K +8,500 +34%
SFS
42
Shaker Financial Services
Virginia
$140K -$219K -43,138 -61%
LCM
43
Landscape Capital Management
New Jersey
$134K -$143K -28,149 -52%
NA
44
NewEdge Advisors
Louisiana
$130K +$5.09K +1,000 +4%
RVPG
45
Relative Value Partners Group
$125K -$156K -30,738 -56%
CA
46
Cornerstone Advisors
North Carolina
$123K +$122K +24,003 New
KA
47
Kovack Advisors
Florida
$112K +$20.3K +4,000 +22%
WP
48
WealthShield Partners
North Carolina
$112K +$2.2K +433 +2%
CCP
49
Clough Capital Partners
Massachusetts
$100K +$99.2K +19,500 New
QL
50
Quarry LP
New York
$100K +$99.2K +19,500 New
1
2
3 4 5

IGD Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q2 2023, worth a combined $99.4M — down 9.8% from $110M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGD and 8 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 30 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.37M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $11.6M sold.

  • 91 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q2 2023, down from 98 in Q1 2023.
  • Funds reported $99.4M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 8 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q2 2023 and 14 closed out, a net change of -6 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q2 2023 was Advisors Asset Management, an estimated $1.37M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q2 2023 was Capital Investment Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2023.