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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

79 hedge funds and large institutions have $86M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

16% more funds holding

Funds holding: 6879 (+11)

7% more capital invested

Capital invested by funds: $80.5M → $86M (+$5.55M)

2.16% more ownership

Funds ownership: 12.67%14.83% (+2.2%)

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
24
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.7M -$538K -83,840 -2%
GC
2
Guggenheim Capital
Illinois
$11.5M +$635K +98,895 +5%
Invesco
3
Invesco
Georgia
$7.23M -$391K -60,894 -5%
AAM
4
Advisors Asset Management
Colorado
$4.95M -$209K -32,556 -4%
Bank of America
5
Bank of America
North Carolina
$3.61M +$953K +148,545 +33%
BAM
6
Belpointe Asset Management
Nevada
$2.65M +$2.83M +441,189 New
Wells Fargo
7
Wells Fargo
California
$2.48M -$184K -28,636 -6%
SFS
8
Shaker Financial Services
Virginia
$2.45M +$1.44M +224,581 +122%
Ameriprise
9
Ameriprise
Minnesota
$2.35M +$438K +68,227 +21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.02M +$8.35K +1,302 +0.4%
WAM
11
Wolverine Asset Management
Illinois
$1.76M +$1.89M +294,278 New
DA
12
Doliver Advisors
Texas
$1.41M +$1.5M +234,002 New
UBS Group
13
UBS Group
Switzerland
$1.23M +$239K +37,200 +22%
Stifel Financial
14
Stifel Financial
Missouri
$1.09M -$175K -27,267 -13%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.01M -$6.24K -972 -0.6%
FFSOTS
16
Fiduciary Financial Services of The Southwest
Texas
$931K +$51.9K +8,093 +6%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$924K +$980K +152,774 +12,731%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$751K +$606K +94,432 +306%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$725K +$249K +38,876 +47%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$670K +$717K +111,699 New
AG
21
Advisor Group
Arizona
$664K -$81.3K -12,669 -10%
LCM
22
Landscape Capital Management
New Jersey
$596K +$565K +88,076 +785%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$485K +$45.3K +7,056 +10%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$474K +$178K +27,668 +54%
1CP
25
1607 Capital Partners
Virginia
$468K +$500K +77,934 New

IGD Hedge Fund Activity: Q3 2019 in Review

79 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2019, worth a combined $86M — up 6.9% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGD positions and 12 closed out — a net gain of 11 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $2.83M. The largest seller was Parametric Portfolio Associates, cutting an estimated $538K.

  • 79 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2019, up from 68 in Q2 2019.
  • Funds reported $86M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2019, up 6.9% quarter-over-quarter.
  • 23 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2019 and 12 closed out, a net change of +11 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2019 was Belpointe Asset Management, an estimated $2.83M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2019 was Parametric Portfolio Associates, an estimated $538K sold.

Based on aggregated 13F filings for Q3 2019.