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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

99 hedge funds and large institutions have $113M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more capital invested

Capital invested by funds: $99.4M → $113M (+$13.6M)

9% more funds holding

Funds holding: 9199 (+8)

3.92% more ownership

Funds ownership: 20.36%24.28% (+3.9%)

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
30
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15.9M -$76.7K -15,107 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M -$3.06M -602,352 -17%
CIA
3
Capital Investment Advisors
Georgia
$12.4M +$12.8M +2,521,802 New
KIM
4
Karpus Investment Management
New York
$11M +$2.93M +576,220 +34%
GC
5
Guggenheim Capital
Illinois
$10.9M -$873K -171,939 -7%
Invesco
6
Invesco
Georgia
$6.67M -$617K -121,571 -8%
AAM
7
Advisors Asset Management
Colorado
$5.67M +$440K +86,575 +8%
LPL Financial
8
LPL Financial
California
$3.64M +$1.73M +341,279 +85%
AA
9
AQR Arbitrage
Connecticut
$1.87M +$989K +194,760 +104%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.7M
Cohen & Steers
11
Cohen & Steers
New York
$1.6M -$558K -110,000 -25%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.54M +$566K +111,497 +55%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$1.51M -$18.7K -3,688 -1%
PAG
14
Private Advisor Group
New Jersey
$1.47M +$29.7K +5,851 +2%
UBS Group
15
UBS Group
Switzerland
$1.44M +$18.1K +3,572 +1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.44M -$159K -31,283 -10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.31M -$49.5K -9,745 -4%
RJA
18
Raymond James & Associates
Florida
$1.3M -$70.8K -13,943 -5%
CA
19
Cornerstone Advisors
North Carolina
$1.08M +$995K +195,921 +816%
PAS
20
Park Avenue Securities
New York
$1.02M +$7.69K +1,514 +0.7%
WAM
21
Wolverine Asset Management
Illinois
$961K +$995K +196,046 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$934K +$36.6K +7,216 +4%
WS
23
Wela Strategies
Georgia
$912K +$945K +186,169 New
Stifel Financial
24
Stifel Financial
Missouri
$821K +$319K +62,829 +60%
Wells Fargo
25
Wells Fargo
California
$749K +$34.7K +6,832 +5%

IGD Hedge Fund Activity: Q3 2023 in Review

99 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q3 2023, worth a combined $113M — up 14% from $99.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGD positions and 8 closed out — a net gain of 9 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $12.8M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.

  • 99 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q3 2023, up from 91 in Q2 2023.
  • Funds reported $113M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q3 2023, up 14% quarter-over-quarter.
  • 17 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q3 2023 and 8 closed out, a net change of +9 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q3 2023 was Capital Investment Advisors, an estimated $12.8M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q3 2023 was Morgan Stanley, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2023.