We are live on ! Find out more
IGD

Voya Global Equity Dividend and Premium Opportunity Fund

100 hedge funds and large institutions have $138M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

22% more capital invested

Capital invested by funds: $113M → $138M (+$24.8M)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

4.92% more ownership

Funds ownership: 24.28%29.19% (+4.9%)

1% more funds holding

Funds holding: 99100 (+1)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
34
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.9M +$17.1M +3,512,567 +121%
KIM
2
Karpus Investment Management
New York
$14.8M +$3.52M +723,418 +32%
Bank of America
3
Bank of America
North Carolina
$13M -$3.14M -646,163 -20%
CIA
4
Capital Investment Advisors
Georgia
$12.5M -$21.6K -4,440 -0.2%
GC
5
Guggenheim Capital
Illinois
$9.21M -$1.8M -369,887 -17%
Invesco
6
Invesco
Georgia
$6.63M -$133K -27,279 -2%
AAM
7
Advisors Asset Management
Colorado
$6.49M +$724K +148,934 +13%
SCM
8
Saba Capital Management
New York
$5.72M +$5.59M +1,149,921 New
LPL Financial
9
LPL Financial
California
$4.02M +$329K +67,658 +9%
CA
10
Cornerstone Advisors
North Carolina
$2.46M +$1.34M +275,372 +125%
AA
11
AQR Arbitrage
Connecticut
$2M +$99.8K +20,518 +5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.79M +$68.1K +14,000 +4%
PAG
13
Private Advisor Group
New Jersey
$1.53M +$43.7K +8,998 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.38M -$71K -14,611 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.3M -$33.3K -6,850 -3%
RJA
16
Raymond James & Associates
Florida
$1.22M -$104K -21,316 -8%
LCM
17
Landscape Capital Management
New Jersey
$1.15M +$861K +177,153 +327%
UBS Group
18
UBS Group
Switzerland
$1.13M -$328K -67,493 -23%
PAS
19
Park Avenue Securities
New York
$1.03M -$2.05K -422 -0.2%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$1.01M +$62.8K +12,925 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.01M -$541K -111,239 -35%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$996K +$974K +200,356 New
Stifel Financial
23
Stifel Financial
Missouri
$967K +$132K +27,069 +16%
WS
24
Wela Strategies
Georgia
$929K +$3.32K +683 +0.4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$853K +$120K +24,785 +17%

IGD Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2023, worth a combined $138M — up 22% from $113M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGD positions and 14 closed out — a net gain of 3 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.1M. The largest seller was Bank of America, cutting an estimated $3.14M.

  • 100 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2023, up from 99 in Q3 2023.
  • Funds reported $138M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2023 and 14 closed out, a net change of +3 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $17.1M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2023 was Bank of America, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2023.