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IGD

Voya Global Equity Dividend and Premium Opportunity Fund

90 hedge funds and large institutions have $116M invested in Voya Global Equity Dividend and Premium Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

0.93% less ownership

Funds ownership: 28.1%27.17% (-0.93%)

1% less funds holding

Funds holding: 9190 (-1)

7% less capital invested

Capital invested by funds: $125M → $116M (-$8.82M)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
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
$15.7M -$2.29M -414,066 -13%
CIA
2
Capital Investment Advisors
Georgia
$14.2M -$459K -83,170 -3%
Bank of America
3
Bank of America
North Carolina
$14M -$357K -64,633 -2%
KIM
4
Karpus Investment Management
New York
$12.3M -$389K -70,355 -3%
PCM
5
Penserra Capital Management
California
$11.7M +$802K +145,224 +7%
GC
6
Guggenheim Capital
Illinois
$6.51M -$1.78M -322,069 -21%
AAM
7
Advisors Asset Management
Colorado
$6.34M -$1.38M -250,514 -18%
Invesco
8
Invesco
Georgia
$6.19M -$201K -36,327 -3%
LPL Financial
9
LPL Financial
California
$4.25M +$186K +33,668 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$2.36M +$2.41M +436,145 New
KAS
11
Kestra Advisory Services
Texas
$2.11M +$1.72M +312,014 +401%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.86M
PAG
13
Private Advisor Group
New Jersey
$1.85M -$6.63K -1,201 -0.4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.5M +$71.9K +13,021 +5%
Lido Advisors
15
Lido Advisors
California
$1.49M +$262K +47,367 +21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.17M +$123K +22,315 +12%
PAS
17
Park Avenue Securities
New York
$1.11M +$39.7K +7,183 +4%
UBS Group
18
UBS Group
Switzerland
$1.09M +$10.2K +1,847 +0.9%
Stifel Financial
19
Stifel Financial
Missouri
$1.06M +$85.5K +15,475 +9%
Osaic Holdings
20
Osaic Holdings
Arizona
$959K +$99.8K +18,060 +11%
WIA
21
World Investment Advisors
California
$900K +$328K +59,453 +56%
Wells Fargo
22
Wells Fargo
California
$736K -$2.77K -501 -0.4%
SFS
23
Shaker Financial Services
Virginia
$611K +$288K +52,209 +88%
WS
24
Wela Strategies
Georgia
$455K +$11K +1,983 +2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$394K +$11.3K +2,050 +3%

IGD Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Voya Global Equity Dividend and Premium Opportunity Fund (IGD) for Q4 2024, worth a combined $116M — down 7.1% from $125M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IGD positions and 11 closed out — a net gain of 2 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $1.72M. The largest seller was Morgan Stanley, cutting an estimated $2.29M.

  • 90 institutional investors held Voya Global Equity Dividend and Premium Opportunity Fund (IGD) as of Q4 2024, down from 91 in Q3 2024.
  • Funds reported $116M of Voya Global Equity Dividend and Premium Opportunity Fund stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 13 funds opened new Voya Global Equity Dividend and Premium Opportunity Fund positions in Q4 2024 and 11 closed out, a net change of +2 holders.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund buyer in Q4 2024 was Kestra Advisory Services, an estimated $1.72M added.
  • The largest Voya Global Equity Dividend and Premium Opportunity Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2024.