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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

56 hedge funds and large institutions have $107M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $91.9M → $107M (+$15.4M)

2% more funds holding

Funds holding: 5556 (+1)

1.82% more ownership

Funds ownership: 9.94%11.76% (+1.8%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.5M +$6.88M +719,077 +36%
U
2
UBS
Switzerland
$16.3M +$3.36M +351,353 +25%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$15.2M +$15.5M +1,618,524 New
Invesco
4
Invesco
Georgia
$11.7M -$2.36M -246,638 -16%
GC
5
Guggenheim Capital
Illinois
$9.54M +$762K +79,686 +8%
PPA
6
Parametric Portfolio Associates
Washington
$8.7M -$210K -21,908 -2%
LPL Financial
7
LPL Financial
California
$5.01M +$983K +102,779 +23%
IMS
8
Index Management Solutions
Pennsylvania
$3.21M +$516K +53,891 +19%
Wells Fargo
9
Wells Fargo
California
$1.27M -$7.93K -829 -0.6%
OC
10
Oppenheimer & Co
New York
$1.14M +$1.16M +121,262 New
BRWA
11
B. Riley Wealth Advisors
Florida
$1.11M -$3.01M -314,274 -73%
RJA
12
Raymond James & Associates
Florida
$906K +$9.9K +1,035 +1%
Bank of America
13
Bank of America
North Carolina
$852K -$75.2K -7,865 -8%
ICAS
14
Investors Capital Advisory Services
Massachusetts
$835K -$27.2K -2,840 -3%
Ameriprise
15
Ameriprise
Minnesota
$824K -$195K -20,380 -19%
CAN
16
Cetera Advisor Networks
California
$802K +$15.7K +1,645 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$631K -$53K -5,545 -8%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$472K +$149K +15,529 +45%
Creative Planning
19
Creative Planning
Kansas
$415K -$53.5K -5,591 -11%
FAAS
20
First Allied Advisory Services
California
$316K -$64.5K -6,744 -17%
OFG
21
OTA Financial Group
New York
$280K +$276K +28,884 New
Goldman Sachs
22
Goldman Sachs
New York
$254K +$146K +15,294 +129%
AIG
23
American International Group
New York
$199K -$285K -29,814 -58%
NPC
24
National Planning Corporation
California
$197K +$93.8K +9,804 +85%
HCM
25
Hollencrest Capital Management
California
$186K

IGD Hedge Fund Activity: Q3 2014 in Review

56 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2014, worth a combined $107M — up 17% from $91.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IGD positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $15.5M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $3.01M.

  • 56 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2014, up from 55 in Q2 2014.
  • Funds reported $107M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2014, up 17% quarter-over-quarter.
  • 9 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2014 and 7 closed out, a net change of +2 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2014 was Cambridge Investment Research Advisors, an estimated $15.5M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2014 was B. Riley Wealth Advisors, an estimated $3.01M sold.

Based on aggregated 13F filings for Q3 2014.