Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VOYA GLBL EQTY DIV & PREM OP (IGD)

85 + Investors. Track Smart Money conviction in IGD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — IGD

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IGD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
85 funds currently hold this stock — 93% of the 3.0-year high of 91 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IGD is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 61% buying

43 buying27 selling
Last quarter: 43 funds were net buyers (16 opened a brand new position + 27 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new IGD position: 7 → 15 → 8 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
49 out of 85 hedge funds have held IGD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~16 new funds/quarter

15 → 7 → 15 → 8 → 16 new funds/Q
New funds entering each quarter: 7 → 15 → 8 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 15% 1-2yr ■ 26% new
Of 85 current holders: 50 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
9 of 85 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IGD

How many hedge funds hold IGD — quarterly history vs. share price
Quarterly hedge fund ownership of IGD vs. share price

Market Analysis: IGD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: IGD
2026 Q1 Stats Unlock in 19 days 85 + Investors

Track Smart Money conviction in IGD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 85 80 6.25%
13F Shares 19M 19M -0.88%
Total Value $109M $114M -4.27%
New Positions 16 8 +8
Increased Positions 27 24 +3
Closed Positions 11 14 -3
Reduced Positions 16 24 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

85 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IGD. Verified SEC 13F-HR filings.

Top 25 institutional holders of IGD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DECISION INVESTMENTS, INC 0.29% 45,231 $258K
2 Capital Investment Advisors, LLC 0.16% 1,736,686 $9.9M
3 Tortuga Wealth Management, Inc 0.11% 18,591 $106K
4 Everstar Asset Management, LLC 0.10% 33,115 $189K
5 Catalina Capital Group, LLC 0.04% 11,487 $65K
6 MRA Advisory Group 0.04% 16,481 $94K
7 Sage Capital Management, LLC 0.03% 12,500 $71K
8 CLIENT 1ST ADVISORY GROUP, LLC 0.03% 16,500 $94K
9 Apeiron RIA LLC 0.01% 10,026 $57K
10 Indivisible Partners 0.01% 25,000 $142K
11 Kestra Advisory Services, LLC 0.01% 502,356 $2.9M
12 UHLMANN PRICE SECURITIES, LLC 0.01% 23,786 $136K
13 EVOLVE PRIVATE WEALTH, LLC 0.01% 27,555 $157K
14 Soltis Investment Advisors LLC 0.01% 22,310 $127K
15 Live Oak Private Wealth LLC 0.01% 10,000 $57K
16 LVZ, Inc. 0.01% 11,658 $66K
17 SILVER OAK SECURITIES, INCORPORATED 0.00% 11,806 $67K
18 NBC SECURITIES, INC. 0.00% 8,868 $51K
19 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 51,403 $293K
20 PFG Investments, LLC 0.00% 11,121 $63K
21 Pinnacle Bancorp, Inc. 0.00% 1,150 $7K
22 OPPENHEIMER & CO INC 0.00% 22,462 $128K
23 Spire Wealth Management 0.00% 7,611 $43K
24 Concurrent Investment Advisors, LLC 0.00% 19,199 $109K
25 Private Advisor Group, LLC 0.00% 37,581 $214K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VOYA GLBL EQTY DIV & PREM OP (IGD)

What does the Smart Money Trend signal show for IGD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IGD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IGD?

More buyers than sellers — 61% buying: Last quarter: 43 funds were net buyers (16 opened a brand new position + 27 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGD holders?

Elite ownership — 50% AUM from top-100 funds: 9 of 85 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IGD?

58% of holders stayed for 2+ years: 49 out of 85 hedge funds have held IGD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.