We are live on ! Find out more
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
SOS
76
Silver Oak Securities
Tennessee
$49.4K +$51.2K +10,080 New
SIG
77
Stonegate Investment Group
Alabama
$49K – – –
SSG
78
Summit Securities Group
New York
$48K +$49.6K +9,769 New
JP Morgan Chase
79
JP Morgan Chase
New York
$32K +$24.6K +4,839 +286%
SIS
80
Sound Income Strategies
Florida
$21.1K +$21.8K +4,300 New
HBW
81
Hazlett, Burt & Watson
West Virginia
$20K – – –
CFGS
82
Concourse Financial Group Securities
Alabama
$19.6K – – –
SWM
83
Spire Wealth Management
Virginia
$15.5K +$371 +73 +2%
CMA
84
Cedar Mountain Advisors
Oregon
$13.4K – – –
AF
85
Advisornet Financial
Minnesota
$12.4K -$1.68K -330 -12%
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$11.3K +$11.7K +2,300 New
CAL
87
Capital Analysts LLC
Pennsylvania
$10K – – –
TFGT
88
TS Financial Group (TSFG)
Illinois
$10K – – –
GRP
89
Global Retirement Partners
California
$9.95K -$863 -170 -7%
OLVIG
90
Oliver Lagore Vanvalin Investment Group
Michigan
$8.61K – – –
IA
91
IFP Advisors
Florida
$8.21K – – –
LFG
92
Larson Financial Group
Missouri
$7.35K – – –
AAG
93
Armstrong Advisory Group
Massachusetts
$5.14K – – –
TH
94
TCTC Holdings
Texas
$2.23K – – –
WWP
95
WR Wealth Planners
Missouri
$1.32K – – –
KFI
96
Key Financial Inc
Pennsylvania
$784 – – –
AA
97
Ancora Advisors
Ohio
$730 – – –
S
98
SignatureFD
Georgia
$54 – – –
Citigroup
99
Citigroup
New York
$5 – – –
WP
100
WealthShield Partners
North Carolina
– -$112K -21,804 Closed
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.