Voya Global Equity Dividend and Premium Opportunity Fund
IGD
56 hedge funds and large institutions have $107M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
17% more capital invested
Capital invested by funds: $91.9M → $107M (+$15.4M)
2% more funds holding
Funds holding: 55 → 56 (+1)
1.82% more ownership
Funds ownership: 9.94% → 11.76% (+1.8%)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$15.5M |
| 2 |
Morgan Stanley
New York
|
+$6.88M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$3.36M |
| 4 |
OC
Oppenheimer & Co
New York
|
+$1.16M |
| 5 |
LPL Financial
San Diego,
California
|
+$983K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3.01M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.36M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.18M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.49M |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
51
Winslow Evans & Crocker
Boston,
Massachusetts
| $3.05K | +$10 | +1 | +0.3% |
|
|
AAM
52
American Asset Management
Boca Raton,
Florida
| $3K | +$3.16K | +330 | New |
|
53
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $27 | +$650 | +68 | +2% |
|
|
54
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$2.18M | -225,000 | Closed |
|
|
KIM
55
Karpus Investment Management
Pittsford,
New York
| – | -$1.49M | -153,895 | Closed |
|
|
RCM
56
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$1.26M | -132,395 | Closed |
|
57
AQR Capital Management
Greenwich,
Connecticut
| – | -$741K | -76,410 | Closed |
|
|
SFS
58
Shaker Financial Services
Arlington,
Virginia
| – | -$708K | -72,984 | Closed |
|
|
CIA
59
Capital Investment Advisors
Atlanta,
Georgia
| – | -$102K | -10,500 | Closed |
|
60
US Bancorp
Minneapolis,
Minnesota
| – | -$19K | -2,000 | Closed |
|
IGD Hedge Fund Activity: Q3 2014 in Review
56 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2014, worth a combined $107M — up 17% from $91.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IGD positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $15.5M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $3.01M.
- 56 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2014, up from 55 in Q2 2014.
- Funds reported $107M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2014, up 17% quarter-over-quarter.
- 9 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2014 and 7 closed out, a net change of +2 holders.
- The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2014 was Cambridge Investment Research Advisors, an estimated $15.5M added.
- The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2014 was B. Riley Wealth Advisors, an estimated $3.01M sold.
Based on aggregated 13F filings for Q3 2014.