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IGD

Voya Global Equity Dividend and Premium Opportunity Fund
IGD

89 hedge funds and large institutions have $103M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 21.34% → 21.77% (+0.42%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 90 → 89 (-1)

7% less capital invested

Capital invested by funds: $111M → $103M (-$8.01M)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$2.1M
2
AAM
Advisors Asset Management
Colorado
+$1.23M
3
Invesco
Invesco
Georgia
+$1.1M
4
GC
Guggenheim Capital
Illinois
+$928K
5
CIA
Capital Investment Advisors
Georgia
+$586K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.84M
2
1CP
1607 Capital Partners
Virginia
-$746K
3
RVPG
Relative Value Partners Group
-$740K
4
ARC
Advisor Resource Council
Texas
-$405K
5
SFS
Shaker Financial Services
Virginia
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
76
Global Retirement Partners
California
$7K +$185 +34 +3%
MAM
77
Meeder Asset Management
Ohio
$4K +$4.59K +843 New
GI
78
Gradient Investments
Minnesota
$4K +$4.63K +851 New
WWMSC
79
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
TWA
80
TCI Wealth Advisors
Arizona
$3K +$2.93K +539 New
TH
81
TCTC Holdings
Texas
$2K – – –
OLVIG
82
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$1.9K +350 New
WWP
83
WR Wealth Planners
Missouri
$1.5K – – –
KFI
84
Key Financial Inc
Pennsylvania
$1K -$3.4K -625 -80%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
EWA
86
EverSource Wealth Advisors
Alabama
$1K +$827 +152 New
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$131 -$115K -21,171 -48%
ARC
88
Advisor Resource Council
Texas
– -$405K -73,595 Closed
SFS
89
Shaker Financial Services
Virginia
– -$203K -36,822 Closed
SCM
90
Saba Capital Management
New York
– -$150K -27,193 Closed
SKK
91
Shepherd Kaplan Krochuk
Massachusetts
– -$112K -20,300 Closed
LCM
92
Landscape Capital Management
New Jersey
– -$73K -13,249 Closed
MOS
93
MGO One Seven
Ohio
– -$62K -11,348 Closed
PWPS
94
Pinnacle Wealth Planning Services
Ohio
– -$56K -10,164 Closed
SWM
95
SeaCrest Wealth Management
New York
– -$21K -3,831 Closed
GWM
96
Geneos Wealth Management
Colorado
– -$11K -2,068 Closed
US Bancorp
97
US Bancorp
Minnesota
– -$9K -1,559 Closed
AW
98
ACG Wealth
Georgia
– -$7K -1,339 Closed
GIA
99
Goodwin Investment Advisory
Georgia
– -$3.43K -624 Closed
CA
100
CoreCap Advisors
Michigan
– -$1K -201 Closed
1 2 3
4

IGD Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2022, worth a combined $103M — down 7.2% from $111M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IGD and 12 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 24 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.1M. The largest seller was Morgan Stanley, cutting an estimated $2.84M.

  • 89 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2022, down from 90 in Q2 2022.
  • Funds reported $103M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 12 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2022 and 13 closed out, a net change of -1 holder.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2022 was Karpus Investment Management, an estimated $2.1M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2022 was Morgan Stanley, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2022.