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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

60 hedge funds and large institutions have $103M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

23% more capital invested

Capital invested by funds: $83.6M → $103M (+$19.4M)

13% more funds holding

Funds holding: 53 → 60 (+7)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

2.17% more ownership

Funds ownership: 9.62% → 11.79% (+2.2%)

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$5.27M
2
Morgan Stanley
Morgan Stanley
New York
+$3.8M
3
KIM
Karpus Investment Management
New York
+$3.29M
4
Invesco
Invesco
Georgia
+$2.3M
5
SG Americas Securities
SG Americas Securities
New York
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
IH
IFC Holdings
Florida
-$2.39M
2
GC
Guggenheim Capital
Illinois
-$1.7M
3
RJA
Raymond James & Associates
Florida
-$1.04M
4
Citigroup
Citigroup
New York
-$363K
5
Bank of America
Bank of America
North Carolina
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
51
Carroll Financial Associates
North Carolina
$26K – – –
NES
52
New England Securities
New York
$21K – – –
US Bancorp
53
US Bancorp
Minnesota
$18K -$4.49K -500 -20%
PSI
54
Pinnacle Summer Investments
Virginia
$14K +$341 +38 +3%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$9K – – –
DAM
56
Delta Asset Management
Tennessee
$4K – – –
GT
57
Glenmede Trust
Pennsylvania
$4K – – –
WEC
58
Winslow Evans & Crocker
Massachusetts
$3K +$2.92K +325 New
CCS
59
Crosspoint Capital Strategies
California
$2K +$2.25K +250 New
OFG
60
OTA Financial Group
New York
– -$1.18K -130,993 Closed
Goldman Sachs
61
Goldman Sachs
New York
– -$231K -25,587 Closed
Deutsche Bank
62
Deutsche Bank
Germany
– -$145K -16,100 Closed
Citadel Advisors
63
Citadel Advisors
Florida
– -$114K -12,588 Closed
JMPWA
64
JP Morgan Private Wealth Advisors
California
– -$103K -11,388 Closed
TRCT
65
Tower Research Capital (TRC)
New York
– -$73K -8,100 Closed
1 2
3

IGD Hedge Fund Activity: Q4 2013 in Review

60 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2013, worth a combined $103M — up 23% from $83.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGD positions and 6 closed out — a net gain of 8 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $5.27M. The largest seller was IFC Holdings, cutting an estimated $2.39M.

  • 60 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2013, up from 53 in Q3 2013.
  • Funds reported $103M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2013, up 23% quarter-over-quarter.
  • 14 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2013 and 6 closed out, a net change of +8 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2013 was Wolverine Asset Management, an estimated $5.27M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2013 was IFC Holdings, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2013.