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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

91 hedge funds and large institutions have $99.4M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

2.39% less ownership

Funds ownership: 22.75%20.36% (-2.4%)

7% less funds holding

Funds holding: 9891 (-7)

10% less capital invested

Capital invested by funds: $110M → $99.4M (-$10.8M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
76
Pinnacle Bancorp
Nebraska
$11.3K
TFGT
77
TS Financial Group (TSFG)
Illinois
$10K
CAL
78
Capital Analysts LLC
Pennsylvania
$10K +$10K +1,972 New
OLVIG
79
Oliver Lagore Vanvalin Investment Group
Michigan
$9.03K +$1.48K +290 +20%
JP Morgan Chase
80
JP Morgan Chase
New York
$8.7K -$146K -28,666 -94%
IA
81
IFP Advisors
Florida
$8.61K
LFG
82
Larson Financial Group
Missouri
$7.71K +$7.63K +1,500 New
AAG
83
Armstrong Advisory Group
Massachusetts
$5.39K +$5.33K +1,049 New
TH
84
TCTC Holdings
Texas
$2.33K
WWP
85
WR Wealth Planners
Missouri
$1.39K -$153 -30 -10%
KFI
86
Key Financial Inc
Pennsylvania
$822
EWA
87
EverSource Wealth Advisors
Alabama
$781
AA
88
Ancora Advisors
Ohio
$766
S
89
SignatureFD
Georgia
$57
Citigroup
90
Citigroup
New York
$5
CIA
91
Capital Investment Advisors
Georgia
-$11.6M -2,280,668 Closed
WAM
92
Wolverine Asset Management
Illinois
-$1.83M -358,454 Closed
WS
93
Wela Strategies
Georgia
-$904K -177,163 Closed
AWM
94
Axxcess Wealth Management
California
-$183K -35,848 Closed
SFS
95
Sowell Financial Services
Arkansas
-$115K -22,630 Closed
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
-$128K -22,027 Closed
CW
97
Channel Wealth
California
-$84.4K -16,541 Closed
XT
98
XTX Topco
Cayman Islands
-$63.6K -12,470 Closed
EC
99
Elequin Capital
New York
-$63.3K -12,421 Closed
Mariner
100
Mariner
Kansas
-$52K -10,205 Closed

IGD Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q2 2023, worth a combined $99.4M — down 9.8% from $110M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGD and 8 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 30 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.37M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $11.6M sold.

  • 91 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q2 2023, down from 98 in Q1 2023.
  • Funds reported $99.4M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 8 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q2 2023 and 14 closed out, a net change of -6 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q2 2023 was Advisors Asset Management, an estimated $1.37M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q2 2023 was Capital Investment Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2023.