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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

100 hedge funds and large institutions have $195M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $162M → $195M (+$33.4M)

3.34% more ownership

Funds ownership: 32.04%35.38% (+3.3%)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

1% less funds holding

Funds holding: 101100 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
31
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$30.4M +$4.58M +842,435 +19%
PPA
2
Parametric Portfolio Associates
Washington
$25.4M +$11.8M +2,173,003 +95%
Wells Fargo
3
Wells Fargo
California
$23.4M +$224K +41,231 +1%
KIM
4
Karpus Investment Management
New York
$22.3M -$419K -77,116 -2%
Morgan Stanley
5
Morgan Stanley
New York
$10.7M +$185K +34,104 +2%
CIA
6
Capital Investment Advisors
Georgia
$8.64M +$184K +33,800 +2%
1CP
7
1607 Capital Partners
Virginia
$8.21M +$312K +57,401 +4%
Invesco
8
Invesco
Georgia
$7.93M -$256K -47,148 -3%
Bank of America
9
Bank of America
North Carolina
$7.35M +$2.39M +439,556 +52%
RVPG
10
Relative Value Partners Group
$4.74M +$899K +165,247 +25%
SIA
11
Sit Investment Associates
Minnesota
$4.73M +$4.51M +829,652 New
MC
12
Matisse Capital
Oregon
$4.54M -$65.8K -12,100 -1%
COLIM
13
City of London Investment Management
United Kingdom
$3.47M +$3.31M +608,436 New
GC
14
Guggenheim Capital
Illinois
$2.93M -$65.7K -12,075 -2%
RCM
15
Rivernorth Capital Management
Florida
$2.73M -$531K -97,608 -17%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$2.29M +$2.18M +401,050 New
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.85M +$37.4K +6,868 +2%
AAM
18
Advisors Asset Management
Colorado
$1.83M -$440K -80,899 -20%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.78M -$20.8K -3,822 -1%
LPL Financial
20
LPL Financial
California
$1.5M -$151K -27,789 -10%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.13M +$6.84K +1,258 +0.6%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$1.05M +$16.2K +2,978 +2%
WS
23
Wela Strategies
Georgia
$1.04M +$33.1K +6,090 +3%
PAS
24
Park Avenue Securities
New York
$988K +$42.6K +7,832 +5%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$950K -$23.4K -4,301 -3%

IGD Hedge Fund Activity: Q1 2021 in Review

100 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q1 2021, worth a combined $195M — up 21% from $162M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IGD and 16 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 31 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $11.8M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $3.6M sold.

  • 100 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q1 2021, down from 101 in Q4 2020.
  • Funds reported $195M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 16 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q1 2021 and 17 closed out, a net change of -1 holder.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $11.8M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q1 2021 was Cornerstone Advisors, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2021.