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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

67 hedge funds and large institutions have $101M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

5% more funds holding

Funds holding: 6467 (+3)

1% more capital invested

Capital invested by funds: $100M → $101M (+$549K)

0.13% more ownership

Funds ownership: 13.98%14.11% (+0.13%)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
23
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.6M -$1.39M -187,967 -4%
GC
2
Guggenheim Capital
Illinois
$15.7M +$1.47M +198,625 +10%
Invesco
3
Invesco
Georgia
$10.3M -$1.28M -173,015 -11%
AAM
4
Advisors Asset Management
Colorado
$7.35M -$99.3K -13,401 -1%
Bank of America
5
Bank of America
North Carolina
$7.3M +$142K +19,227 +2%
Stifel Financial
6
Stifel Financial
Missouri
$3.46M +$168K +22,678 +5%
BRWA
7
B. Riley Wealth Advisors
Florida
$3.13M +$54K +7,288 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.82M +$169K +22,835 +6%
SFS
9
Shaker Financial Services
Virginia
$2.04M +$2.07M +279,221 New
Wells Fargo
10
Wells Fargo
California
$1.91M -$117K -15,795 -6%
PPA
11
Parametric Portfolio Associates
Washington
$1.77M -$546K -73,663 -23%
Ameriprise
12
Ameriprise
Minnesota
$1.65M +$86.4K +11,664 +5%
UBS Group
13
UBS Group
Switzerland
$1.19M -$129K -17,414 -10%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.11M +$33.2K +4,477 +3%
FFSOTS
15
Fiduciary Financial Services of The Southwest
Texas
$931K +$420K +56,645 +80%
AG
16
Advisor Group
Arizona
$911K -$57.4K -7,744 -6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$831K -$7.67K -1,035 -0.9%
PCM
18
Pointe Capital Management
Michigan
$597K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$577K -$20.1K -2,713 -3%
FFG
20
Ford Financial Group
California
$525K +$186K +25,121 +53%
CAN
21
Cetera Advisor Networks
California
$500K +$504K +68,065 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$464K +$15.2K +2,053 +3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$456K +$198K +26,702 +75%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$413K +$418K +56,431 New
NMC
25
Nine Masts Capital
Hong Kong
$383K +$391K +52,800 New

IGD Hedge Fund Activity: Q3 2018 in Review

67 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2018, worth a combined $101M — up 0.55% from $100M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IGD positions and 9 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.07M. The largest seller was Morgan Stanley, cutting an estimated $1.39M.

  • 67 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2018, up from 64 in Q2 2018.
  • Funds reported $101M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2018, up 0.55% quarter-over-quarter.
  • 13 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2018 and 9 closed out, a net change of +4 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2018 was Shaker Financial Services, an estimated $2.07M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2018 was Morgan Stanley, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2018.