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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

100 hedge funds and large institutions have $138M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

22% more capital invested

Capital invested by funds: $113M → $138M (+$24.8M)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

4.92% more ownership

Funds ownership: 24.28%29.19% (+4.9%)

1% more funds holding

Funds holding: 99100 (+1)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
34
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
76
Stonegate Investment Group
Alabama
$49.7K
NA
77
NewEdge Advisors
Louisiana
$48.3K -$44.4K -9,138 -48%
WAM
78
Wolverine Asset Management
Illinois
$21.4K -$932K -191,745 -98%
SIS
79
Sound Income Strategies
Florida
$21.4K
CFGS
80
Concourse Financial Group Securities
Alabama
$20K
HBW
81
Hazlett, Burt & Watson
West Virginia
$20K
SWM
82
Spire Wealth Management
Virginia
$16.6K +$506 +104 +3%
TC
83
Truvestments Capital
Florida
$14.9K +$14.6K +3,000 New
CMA
84
Cedar Mountain Advisors
Oregon
$13.6K
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$11.6K +$146 +30 +1%
GRP
86
Global Retirement Partners
California
$9.55K -$1.04K -214 -10%
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
$8.73K
IA
88
IFP Advisors
Florida
$8.32K
LFG
89
Larson Financial Group
Missouri
$7.46K
AAG
90
Armstrong Advisory Group
Massachusetts
$5.21K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.17K +1,064 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$4.15K +$4.05K +834 New
TH
93
TCTC Holdings
Texas
$2.26K
KFI
94
Key Financial Inc
Pennsylvania
$795
ANBT
95
American National Bank & Trust
Texas
$765 +$749 +154 New
AA
96
Ancora Advisors
Ohio
$741
AF
97
Advisornet Financial
Minnesota
$621 -$11.7K -2,405 -95%
Citigroup
98
Citigroup
New York
$5
Fidelity Investments
99
Fidelity Investments
Massachusetts
$5 +$5 +1 New
Cohen & Steers
100
Cohen & Steers
New York
-$1.6M -325,919 Closed

IGD Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2023, worth a combined $138M — up 22% from $113M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGD positions and 14 closed out — a net gain of 3 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.1M. The largest seller was Bank of America, cutting an estimated $3.14M.

  • 100 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2023, up from 99 in Q3 2023.
  • Funds reported $138M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2023 and 14 closed out, a net change of +3 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $17.1M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2023 was Bank of America, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2023.