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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

99 hedge funds and large institutions have $113M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more capital invested

Capital invested by funds: $99.4M → $113M (+$13.6M)

9% more funds holding

Funds holding: 91 → 99 (+8)

3.92% more ownership

Funds ownership: 20.36% → 24.28% (+3.9%)

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$12.8M
2
KIM
Karpus Investment Management
New York
+$2.93M
3
LPL Financial
LPL Financial
California
+$1.73M
4
WAM
Wolverine Asset Management
Illinois
+$995K
5
CA
Cornerstone Advisors
North Carolina
+$995K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.06M
2
GC
Guggenheim Capital
Illinois
-$873K
3
Invesco
Invesco
Georgia
-$617K
4
Cohen & Steers
Cohen & Steers
New York
-$558K
5
AWS
Atria Wealth Solutions
New York
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
51
Logan Stone Capital
Illinois
$123K +$128K +25,166 New
Comerica Bank
52
Comerica Bank
Texas
$115K +$119K +23,538 New
RVPG
53
Relative Value Partners Group
$98.2K -$22K -4,341 -18%
CCP
54
Clough Capital Partners
Massachusetts
$95.5K – – –
QL
55
Quarry LP
New York
$95.5K – – –
CB
56
Commerce Bank
Missouri
$94.9K – – –
NA
57
NewEdge Advisors
Louisiana
$92.4K -$32.5K -6,400 -25%
WS
58
Wedbush Securities
California
$85K – – –
MAS
59
Meeder Advisory Services
Ohio
$84.8K +$87.9K +17,308 New
RJT
60
Raymond James Trust
Florida
$83.3K – – –
C1AG
61
Client 1st Advisory Group
Florida
$80.8K – – –
LI
62
LVZ Inc
Michigan
$77K – – –
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$73K +$7.62K +1,501 +11%
MAG
64
MRA Advisory Group
New Jersey
$69.7K +$1.13K +223 +2%
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$68.5K – – –
KA
66
Kovack Advisors
Florida
$67.8K -$40.6K -8,000 -37%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$66.7K – – –
XT
68
XTX Topco
Cayman Islands
$66.6K +$69K +13,600 New
PIA
69
Perennial Investment Advisors
California
$57.8K -$8.4K -1,655 -12%
NS
70
NBC Securities
Alabama
$55K +$57.8K +11,389 New
HHGA
71
Halbert Hargrove Global Advisors
California
$54.9K – – –
AAS
72
Avantax Advisory Services
Texas
$53K +$2.84K +560 +5%
CA
73
Cetera Advisors
Colorado
$51.1K +$52.9K +10,424 New
AWM
74
AE Wealth Management
Kansas
$50.9K +$52.7K +10,380 New
OBWG
75
Onyx Bridge Wealth Group
New York
$50.5K – – –
1 2
3
4 5

IGD Hedge Fund Activity: Q3 2023 in Review

99 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2023, worth a combined $113M — up 14% from $99.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGD positions and 8 closed out — a net gain of 9 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $12.8M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.

  • 99 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2023, up from 91 in Q2 2023.
  • Funds reported $113M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2023, up 14% quarter-over-quarter.
  • 17 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2023 and 8 closed out, a net change of +9 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2023 was Capital Investment Advisors, an estimated $12.8M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2023 was Morgan Stanley, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2023.