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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

92 hedge funds and large institutions have $137M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

59% more capital invested

Capital invested by funds: $86M → $137M (+$50.8M)

16% more funds holding

Funds holding: 7992 (+13)

7.8% more ownership

Funds ownership: 14.83%22.63% (+7.8%)

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
38
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
$16.4M -$9.95M -1,631,209 -38%
Wells Fargo
2
Wells Fargo
California
$14.4M +$11.7M +1,914,720 +463%
GC
3
Guggenheim Capital
Illinois
$9.88M -$1.93M -316,675 -17%
Invesco
4
Invesco
Georgia
$9.32M +$1.83M +300,201 +25%
KIM
5
Karpus Investment Management
New York
$8.68M +$8.56M +1,402,844 New
LCM
6
Landscape Capital Management
New Jersey
$5.95M +$5.25M +861,421 +868%
WAM
7
Wolverine Asset Management
Illinois
$5.87M +$3.98M +653,223 +222%
Bank of America
8
Bank of America
North Carolina
$5.05M +$1.3M +213,654 +36%
AAM
9
Advisors Asset Management
Colorado
$4.96M -$145K -23,743 -3%
BAM
10
Belpointe Asset Management
Nevada
$3.71M +$969K +158,818 +36%
RVPG
11
Relative Value Partners Group
$3.49M +$3.42M +560,096 New
RCM
12
Rivernorth Capital Management
Florida
$3.31M +$2.9M +475,011 +785%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.73M +$1.92M +315,217 +252%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$2.61M +$2.57M +421,686 New
Ameriprise
15
Ameriprise
Minnesota
$2.57M +$98.4K +16,134 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.54M +$2.24M +367,414 +852%
PPA
17
Parametric Portfolio Associates
Washington
$2.23M +$1.93M +316,114 +722%
CA
18
Cornerstone Advisors
North Carolina
$2.22M +$2.18M +358,125 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.93M -$151K -24,830 -7%
CRC
20
Curi RMB Capital
Illinois
$1.9M +$1.73M +283,281 +1,171%
DA
21
Doliver Advisors
Texas
$1.77M +$315K +51,683 +22%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.67M +$711K +116,557 +76%
Millennium Management
23
Millennium Management
New York
$1.56M +$1.26M +206,006 +448%
IAA
24
Independent Advisor Alliance
North Carolina
$1.37M +$1.35M +220,676 New
UBS Group
25
UBS Group
Switzerland
$1.23M -$36.9K -6,046 -3%

IGD Hedge Fund Activity: Q4 2019 in Review

92 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2019, worth a combined $137M — up 59% from $86M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IGD positions and 11 closed out — a net gain of 13 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $9.95M.

  • 92 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2019, up from 79 in Q3 2019.
  • Funds reported $137M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2019, up 59% quarter-over-quarter.
  • 24 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2019 and 11 closed out, a net change of +13 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2019 was Wells Fargo, an estimated $11.7M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2019 was Morgan Stanley, an estimated $9.95M sold.

Based on aggregated 13F filings for Q4 2019.