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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

89 hedge funds and large institutions have $115M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

3.46% more ownership

Funds ownership: 22.63% → 26.09% (+3.5%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3% less funds holding

Funds holding: 92 → 89 (-3)

16% less capital invested

Capital invested by funds: $137M → $115M (-$21.4M)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
32
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$17.7M
2
RCM
Rivernorth Capital Management
Florida
+$5.82M
3
PPA
Parametric Portfolio Associates
Washington
+$5.61M
4
Wells Fargo
Wells Fargo
California
+$1.82M
5
Bank of America
Bank of America
North Carolina
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
-$3.26M
2
LCM
Landscape Capital Management
New Jersey
-$2.79M
3
CA
Cornerstone Advisors
North Carolina
-$2.22M
4
Morgan Stanley
Morgan Stanley
New York
-$2.11M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
76
HC Financial Advisors
California
$6K +$7.39K +1,300 New
CFGS
77
Concourse Financial Group Securities
Alabama
$5K – – –
RBC
78
Roble Belko & Company
Pennsylvania
$5K – – –
DAM
79
Delta Asset Management
Tennessee
$2K – – –
SFS
80
Sowell Financial Services
Arkansas
$1K +$825 +145 New
KFI
81
Key Financial Inc
Pennsylvania
$1K +$1.36K +240 New
AWA
82
Arkadios Wealth Advisors
Georgia
$926 +$17 +3 +2%
CA
83
Cornerstone Advisors
North Carolina
– -$2.22M -358,125 Closed
Millennium Management
84
Millennium Management
New York
– -$1.56M -252,001 Closed
IAA
85
Independent Advisor Alliance
North Carolina
– -$1.37M -220,676 Closed
MIG
86
Mariner Investment Group
New York
– -$527K -85,251 Closed
COLIM
87
City of London Investment Management
United Kingdom
– -$272K -43,879 Closed
SFS
88
Shaker Financial Services
Virginia
– -$201K -32,402 Closed
BFM
89
Boothbay Fund Management
New York
– -$142K -23,000 Closed
TSS
90
Two Sigma Securities
New York
– -$118K -19,066 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
– -$70K -11,388 Closed
FIA
92
FNY Investment Advisers
New York
– -$60K -9,800 Closed
BB
93
Busey Bank
Illinois
– -$41K -6,700 Closed
JFA
94
Johanson Financial Advisors
California
– -$1.05M -6,484 Closed
TRCT
95
Tower Research Capital (TRC)
New York
– -$20K -3,200 Closed
MF
96
Manchester Financial
California
– -$8K -1,280 Closed
RIA
97
Realta Investment Advisors
Delaware
– -$4K -625 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– +$6 +1 New
PFO
99
Pathstone Family Office
New Jersey
– +$11 +2 New
WLPWM
100
Walled Lake Planning & Wealth Management
Illinois
– +$620 +109 New
1 2 3
4

IGD Hedge Fund Activity: Q1 2020 in Review

89 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q1 2020, worth a combined $115M — down 16% from $137M a quarter earlier.

Fund positioning in IGD was balanced in Q1 2020: 16 funds opened new positions, 16 closed out, 32 added to existing stakes and 24 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $17.7M. The largest seller was Belpointe Asset Management, cutting an estimated $3.26M.

  • 89 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q1 2020, down from 92 in Q4 2019.
  • Funds reported $115M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q1 2020, down 16% quarter-over-quarter.
  • 16 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q1 2020 and 16 closed out, a net change of 0 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $17.7M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q1 2020 was Belpointe Asset Management, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2020.