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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

75 hedge funds and large institutions have $111M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

29% more funds holding

Funds holding: 58 → 75 (+17)

2.2% less ownership

Funds ownership: 16.88% → 14.68% (-2.2%)

16% less capital invested

Capital invested by funds: $132M → $111M (-$20.5M)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
75
Holders Change
+17
Holders Change %
+29.31%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
17
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.25M
2
SFS
Shaker Financial Services
Virginia
+$2.13M
3
GC
Guggenheim Capital
Illinois
+$2.04M
4
CRC
Curi RMB Capital
Illinois
+$1.11M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$946K

Top Sellers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
-$15.3M
2
BRWA
B. Riley Wealth Advisors
Florida
-$4.55M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$4.02M
4
PPA
Parametric Portfolio Associates
Washington
-$1.79M
5
AAM
Advisors Asset Management
Colorado
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$80K -$30.6K -3,860 -27%
IA
52
IFP Advisors
Florida
$79K -$290K -36,667 -78%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$74K – – –
GWM
54
Geneos Wealth Management
Colorado
$73K – – –
MOS
55
MGO One Seven
Ohio
$72K +$73.6K +9,298 New
AWMS
56
Advocacy Wealth Management Services
Georgia
$66K -$15.3M -1,926,592 -100%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$54K – – –
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
FIB
59
First Interstate Bank
Montana
$21K – – –
VIA
60
Vantage Investment Advisors
Pennsylvania
$14K – – –
APA
61
American Portfolios Advisors
New York
$12.7K +$13K +1,643 New
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
YWP
63
YorkBridge Wealth Partners
New York
$11K +$11.9K +1,500 New
SPIA
64
Steward Partners Investment Advisory
New York
$9K +$9.27K +1,170 New
FANJ
65
Financial Architects (New Jersey)
New Jersey
$8K – – –
SWM
66
SeaCrest Wealth Management
New York
$6K +$6.58K +831 New
DAM
67
Delta Asset Management
Tennessee
$3K – – –
NSIM
68
North Star Investment Management
Illinois
$3K – – –
CA
69
Calton & Associates
Florida
$3K +$3.86K +487 New
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2K -$9.65K -1,218 -82%
PS
71
Portfolio Strategies
New York
$2K +$2.38K +300 New
VNA
72
Valley National Advisers
Pennsylvania
$1K +$792 +100 New
PCG
73
Private Capital Group
Connecticut
$1 +$459 +58 New
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
– -$187K -23,153 Closed
PAS
75
Park Avenue Securities
New York
– -$95K -11,714 Closed
1 2
3
4

IGD Hedge Fund Activity: Q4 2017 in Review

75 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2017, worth a combined $111M — down 16% from $132M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGD positions and 5 closed out — a net gain of 17 holders — while 17 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.25M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $15.3M.

  • 75 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $111M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2017, down 16% quarter-over-quarter.
  • 22 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2017 and 5 closed out, a net change of +17 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2017 was Morgan Stanley, an estimated $2.25M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2017 was Advocacy Wealth Management Services, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2017.