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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

89 hedge funds and large institutions have $103M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 21.34%21.77% (+0.42%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 9089 (-1)

7% less capital invested

Capital invested by funds: $111M → $103M (-$8.01M)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.6M -$2.84M -522,456 -8%
Bank of America
2
Bank of America
North Carolina
$13.1M +$524K +96,295 +4%
CIA
3
Capital Investment Advisors
Georgia
$10.1M +$586K +107,781 +6%
GC
4
Guggenheim Capital
Illinois
$9.28M +$928K +170,494 +10%
Invesco
5
Invesco
Georgia
$8.3M +$1.1M +201,255 +14%
KIM
6
Karpus Investment Management
New York
$6.06M +$2.1M +386,645 +47%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$1.58M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.46M +$335K +61,636 +27%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.45M -$143K -26,252 -8%
PAG
10
Private Advisor Group
New Jersey
$1.43M +$95.4K +17,531 +7%
RJA
11
Raymond James & Associates
Florida
$1.41M -$44.2K -8,126 -3%
AAM
12
Advisors Asset Management
Colorado
$1.41M +$1.23M +225,757 +409%
1CP
13
1607 Capital Partners
Virginia
$1.38M -$746K -137,164 -33%
WAM
14
Wolverine Asset Management
Illinois
$1.36M +$172K +31,565 +13%
UBS Group
15
UBS Group
Switzerland
$1.26M +$98.8K +18,161 +8%
PAS
16
Park Avenue Securities
New York
$1.22M +$6.04K +1,111 +0.5%
Wells Fargo
17
Wells Fargo
California
$1.21M -$174K -31,936 -12%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.15M -$15.8K -2,906 -1%
MGWM
19
Marks Group Wealth Management
Minnesota
$1.1M
LPL Financial
20
LPL Financial
California
$1.07M +$139K +25,501 +14%
RVPG
21
Relative Value Partners Group
$877K -$740K -135,937 -44%
WS
22
Wela Strategies
Georgia
$872K +$18K +3,302 +2%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$851K -$54.1K -9,939 -6%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$580K
CC
25
Claybrook Capital
Massachusetts
$502K

IGD Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2022, worth a combined $103M — down 7.2% from $111M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IGD and 12 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 24 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.1M. The largest seller was Morgan Stanley, cutting an estimated $2.84M.

  • 89 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2022, down from 90 in Q2 2022.
  • Funds reported $103M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 12 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2022 and 13 closed out, a net change of -1 holder.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2022 was Karpus Investment Management, an estimated $2.1M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2022 was Morgan Stanley, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2022.