We are live on ! Find out more
IGD

Voya Global Equity Dividend and Premium Opportunity Fund

59 hedge funds and large institutions have $99.7M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $90.4M → $99.7M (+$9.33M)

0.95% more ownership

Funds ownership: 11.34%12.29% (+0.95%)

3% less funds holding

Funds holding: 6159 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.6M +$4.64M +558,663 +31%
UBS Group
2
UBS Group
Switzerland
$16.4M +$815K +98,127 +5%
PPA
3
Parametric Portfolio Associates
Washington
$11.5M +$3.27M +393,379 +40%
Invesco
4
Invesco
Georgia
$10.7M +$395K +47,584 +4%
GC
5
Guggenheim Capital
Illinois
$7.1M +$122K +14,741 +2%
MGAM
6
McGowan Group Asset Management
Texas
$5.83M +$32.1K +3,867 +0.6%
LPL Financial
7
LPL Financial
California
$3.86M +$201K +24,194 +5%
KIM
8
Karpus Investment Management
New York
$2.53M +$1.1M +132,413 +77%
WAM
9
Wolverine Asset Management
Illinois
$2.45M +$912K +109,905 +60%
SFS
10
Shaker Financial Services
Virginia
$2.33M -$408K -49,139 -15%
BRWA
11
B. Riley Wealth Advisors
Florida
$2.33M +$689K +83,049 +42%
CA
12
Cornerstone Advisors
North Carolina
$1.75M +$1.47M +177,123 +537%
Bank of America
13
Bank of America
North Carolina
$1.49M +$806K +97,103 +119%
PCM
14
Pointe Capital Management
Michigan
$1.42M +$1.41M +170,209 New
Wells Fargo
15
Wells Fargo
California
$1.15M -$19.8K -2,383 -2%
OC
16
Oppenheimer & Co
New York
$922K -$95.5K -11,500 -9%
CAN
17
Cetera Advisor Networks
California
$801K +$115K +13,831 +17%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$751K -$7.47K -900 -1%
MIG
19
Mariner Investment Group
New York
$739K -$1.34M -161,200 -64%
RJA
20
Raymond James & Associates
Florida
$668K -$5.78K -696 -0.9%
Ameriprise
21
Ameriprise
Minnesota
$652K +$4.37K +526 +0.7%
HH
22
Hilltop Holdings
Texas
$593K +$592K +71,295 New
FAAS
23
First Allied Advisory Services
California
$588K +$48.1K +5,789 +9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$495K -$29.7K -3,581 -6%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$421K -$73.7K -8,883 -15%

IGD Hedge Fund Activity: Q1 2015 in Review

59 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q1 2015, worth a combined $99.7M — up 10% from $90.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IGD and 9 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $4.64M. The largest seller was Index Management Solutions, exiting entirely with an estimated $3.47M sold.

  • 59 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q1 2015, down from 61 in Q4 2014.
  • Funds reported $99.7M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q1 2015, up 10% quarter-over-quarter.
  • 9 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q1 2015 and 11 closed out, a net change of -2 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q1 2015 was Morgan Stanley, an estimated $4.64M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q1 2015 was Index Management Solutions, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2015.