Voya Global Equity Dividend and Premium Opportunity Fund
IGD
53 hedge funds and large institutions have $83.6M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
8% more funds holding
Funds holding: 49 → 53 (+4)
0.15% more ownership
Funds ownership: 9.47% → 9.62% (+0.15%)
3% less capital invested
Capital invested by funds: $86.5M → $83.6M (-$2.96M)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.2M |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
+$1.23M |
| 3 |
Citigroup
New York
|
+$1.22M |
| 4 |
Morgan Stanley
New York
|
+$1.12M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$659K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.33M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.08M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$846K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$636K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$491K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
51
Glenmede Trust
Philadelphia,
Pennsylvania
| $4K | – | – | – |
|
|
OFG
52
OTA Financial Group
Purchase,
New York
| $1.18K | +$1.23M | +130,993 | New |
|
|
CA
53
Cornerstone Advisors
Asheville,
North Carolina
| – | -$1.08M | -115,529 | Closed |
|
|
RJFSA
54
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$846K | -90,328 | Closed |
|
55
Jane Street
New York
| – | -$153K | -16,286 | Closed |
|
|
IFWM
56
Institute for Wealth Management
Denver,
Colorado
| – | -$14K | -1,531 | Closed |
|
|
EWM
57
Edge Wealth Management
New York
| – | -$8K | -836 | Closed |
|
|
LWCFA
58
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$8K | -833 | Closed |
|
|
AIA
59
Alerus Investment Advisors
Wayzata,
Minnesota
| – | -$4K | -375 | Closed |
|
IGD Hedge Fund Activity: Q3 2013 in Review
53 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2013, worth a combined $83.6M — down 3.4% from $86.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IGD positions and 7 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $2.2M. The largest seller was Invesco, cutting an estimated $3.33M.
- 53 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2013, up from 49 in Q2 2013.
- Funds reported $83.6M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2013, down 3.4% quarter-over-quarter.
- 11 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2013 and 7 closed out, a net change of +4 holders.
- The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2013 was Advisors Asset Management, an estimated $2.2M added.
- The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2013 was Invesco, an estimated $3.33M sold.
Based on aggregated 13F filings for Q3 2013.