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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

64 hedge funds and large institutions have $100M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

0.29% less ownership

Funds ownership: 14.27%13.98% (-0.29%)

2% less capital invested

Capital invested by funds: $102M → $100M (-$1.96M)

10% less funds holding

Funds holding: 7164 (-7)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
17
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.1M +$227K +31,183 +0.7%
GC
2
Guggenheim Capital
Illinois
$14.3M +$754K +103,605 +6%
Invesco
3
Invesco
Georgia
$11.6M -$324K -44,557 -3%
AAM
4
Advisors Asset Management
Colorado
$7.48M -$1.12M -154,084 -13%
Bank of America
5
Bank of America
North Carolina
$7.19M -$186K -25,574 -3%
Stifel Financial
6
Stifel Financial
Missouri
$3.32M +$1.84M +253,115 +128%
BRWA
7
B. Riley Wealth Advisors
Florida
$3.09M -$261K -35,866 -8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.66M +$2.64M +362,205 New
PPA
9
Parametric Portfolio Associates
Washington
$2.32M -$163K -22,329 -7%
Wells Fargo
10
Wells Fargo
California
$2.03M -$317K -43,554 -14%
Ameriprise
11
Ameriprise
Minnesota
$1.57M +$258K +35,425 +20%
UBS Group
12
UBS Group
Switzerland
$1.32M -$162K -22,194 -11%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$1.27M +$64.3K +8,828 +5%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.08M +$76.8K +10,556 +8%
AG
15
Advisor Group
Arizona
$970K +$76K +10,434 +9%
WS
16
Wela Strategies
Georgia
$901K +$7.4K +1,017 +0.8%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$842K +$743K +102,001 +814%
PCM
18
Pointe Capital Management
Michigan
$600K -$41.6K -5,712 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$599K +$2.1K +288 +0.4%
FFSOTS
20
Fiduciary Financial Services of The Southwest
Texas
$518K +$142K +19,550 +38%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$451K +$706 +97 +0.2%
HighTower Advisors
22
HighTower Advisors
Illinois
$359K -$80.1K -11,000 -18%
GXMC
23
Global X Management Company
New York
$345K +$18.2K +2,496 +6%
FFG
24
Ford Financial Group
California
$344K +$16K +2,200 +5%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$304K

IGD Hedge Fund Activity: Q2 2018 in Review

64 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q2 2018, worth a combined $100M — down 1.9% from $102M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IGD and 11 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 22 added.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.64M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.27M sold.

  • 64 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q2 2018, down from 71 in Q1 2018.
  • Funds reported $100M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q2 2018, down 1.9% quarter-over-quarter.
  • 11 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q2 2018 and 17 closed out, a net change of -6 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $2.64M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q2 2018 was Shaker Financial Services, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2018.