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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

72 hedge funds and large institutions have $85.6M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

7% more funds holding

Funds holding: 6772 (+5)

0.91% more ownership

Funds ownership: 14.11%15.02% (+0.91%)

15% less capital invested

Capital invested by funds: $101M → $85.6M (-$14.9M)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
21
Reduced
18
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
$24.4M +$815K +124,903 +3%
GC
2
Guggenheim Capital
Illinois
$11.4M -$1.29M -198,320 -9%
Invesco
3
Invesco
Georgia
$7.66M -$614K -94,034 -7%
AAM
4
Advisors Asset Management
Colorado
$5.71M -$200K -30,635 -3%
WAM
5
Wolverine Asset Management
Illinois
$4.14M +$4.61M +707,259 New
HI
6
HBK Investments
Texas
$2.85M +$3.17M +485,770 New
Bank of America
7
Bank of America
North Carolina
$2.84M -$3.35M -512,812 -51%
BRWA
8
B. Riley Wealth Advisors
Florida
$2.23M -$308K -47,220 -11%
Wells Fargo
9
Wells Fargo
California
$1.88M +$392K +60,138 +23%
Ameriprise
10
Ameriprise
Minnesota
$1.72M +$444K +68,034 +30%
CCP
11
Clough Capital Partners
Massachusetts
$1.39M +$1.54M +236,500 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$1.49M +227,661 New
Stifel Financial
13
Stifel Financial
Missouri
$1.15M -$1.81M -277,161 -59%
UBS Group
14
UBS Group
Switzerland
$1.02M +$84.8K +12,999 +8%
AGM
15
Alpine Global Management
New York
$975K +$1.09M +166,332 New
SFS
16
Shaker Financial Services
Virginia
$893K -$828K -126,843 -45%
WAM
17
Weiss Asset Management
Massachusetts
$889K +$990K +151,697 New
PPA
18
Parametric Portfolio Associates
Washington
$858K -$625K -95,785 -40%
LCM
19
Landscape Capital Management
New Jersey
$830K +$924K +141,628 New
AG
20
Advisor Group
Arizona
$749K +$22.2K +3,401 +3%
FFSOTS
21
Fiduciary Financial Services of The Southwest
Texas
$745K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$720K +$61.7K +9,461 +8%
IA
23
IFP Advisors
Florida
$601K +$632K +96,884 +1,560%
KIM
24
Karpus Investment Management
New York
$576K +$642K +98,350 New
DA
25
Doliver Advisors
Texas
$571K +$636K +97,417 New

IGD Hedge Fund Activity: Q4 2018 in Review

72 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2018, worth a combined $85.6M — down 15% from $101M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGD positions and 11 closed out — a net gain of 7 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $4.61M. The largest seller was Bank of America, cutting an estimated $3.35M.

  • 72 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2018, up from 67 in Q3 2018.
  • Funds reported $85.6M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2018, down 15% quarter-over-quarter.
  • 18 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2018 and 11 closed out, a net change of +7 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $4.61M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2018 was Bank of America, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2018.