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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

58 hedge funds and large institutions have $132M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $118M → $132M (+$13.8M)

0.92% more ownership

Funds ownership: 15.96%16.88% (+0.92%)

6% less funds holding

Funds holding: 6258 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
26
Reduced
12
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
$28.9M +$1.78M +230,174 +7%
Invesco
2
Invesco
Georgia
$14.8M +$954K +123,471 +7%
AWMS
3
Advocacy Wealth Management Services
Georgia
$14.2M +$3.15M +407,011 +27%
GC
4
Guggenheim Capital
Illinois
$12M +$583K +75,467 +5%
AAM
5
Advisors Asset Management
Colorado
$11.5M -$1.45M -187,454 -12%
BRWA
6
B. Riley Wealth Advisors
Florida
$8.49M +$4.05M +523,677 +93%
Bank of America
7
Bank of America
North Carolina
$7.09M +$1.99M +257,390 +42%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$6.75M -$844K -109,172 -11%
PPA
9
Parametric Portfolio Associates
Washington
$6.4M -$2.74M -354,701 -31%
Wells Fargo
10
Wells Fargo
California
$2.6M -$4.27M -551,729 -63%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.97M +$1.2M +154,658 +176%
UBS Group
12
UBS Group
Switzerland
$1.92M +$494K +63,944 +37%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.56M +$297K +38,380 +25%
Ameriprise
14
Ameriprise
Minnesota
$1.52M +$209K +27,004 +17%
AG
15
Advisor Group
Arizona
$1.19M +$40.8K +5,274 +4%
Stifel Financial
16
Stifel Financial
Missouri
$1.05M +$755K +97,729 +308%
WS
17
Wela Strategies
Georgia
$918K +$875K +113,169 New
PCM
18
Pointe Capital Management
Michigan
$881K
CAN
19
Cetera Advisor Networks
California
$671K -$4.34K -561 -0.7%
HighTower Advisors
20
HighTower Advisors
Illinois
$618K +$589K +76,242 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$536K +$34.9K +4,518 +7%
Millennium Management
22
Millennium Management
New York
$488K +$120K +15,523 +35%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$463K +$177K +22,873 +67%
HH
24
Hilltop Holdings
Texas
$456K -$116K -15,055 -21%
FFSOTS
25
Fiduciary Financial Services of The Southwest
Texas
$421K -$1.81K -234 -0.4%

IGD Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2017, worth a combined $132M — up 12% from $118M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IGD and 7 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 26 added.

The largest buyer was B. Riley Wealth Advisors, adding an estimated $4.05M. The largest seller was Wells Fargo, cutting an estimated $4.27M.

  • 58 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2017, down from 62 in Q2 2017.
  • Funds reported $132M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2017, up 12% quarter-over-quarter.
  • 7 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2017 and 11 closed out, a net change of -4 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2017 was B. Riley Wealth Advisors, an estimated $4.05M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2017 was Wells Fargo, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2017.