Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
25 hedge funds and large institutions have $38.5M invested in Delaware Ivy High Income Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
82% more capital invested
Capital invested by funds: $21.1M → $38.5M (+$17.3M)
39% more funds holding
Funds holding: 18 → 25 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$6.56M |
| 2 |
Morgan Stanley
New York
|
+$3.01M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.91M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.34M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.41M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$267K |
| 3 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$178K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$92K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$31.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICAS
26
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| – | -$178K | -10,000 | Closed |
|
|
27
Ameriprise
Minneapolis,
Minnesota
| – | -$92K | -5,153 | Closed |
|
|
PFO
28
Pathstone Family Office
Englewood,
New Jersey
| – | -$28K | -1,630 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$12K | -700 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | +$35 | +2 | +200% |
|
IVH Hedge Fund Activity: Q4 2013 in Review
25 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q4 2013, worth a combined $38.5M — up 82% from $21.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IVH positions and 5 closed out — a net gain of 7 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $6.56M. The largest seller was Bank of America, cutting an estimated $1.41M.
- 25 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q4 2013, up from 18 in Q3 2013.
- Funds reported $38.5M of Delaware Ivy High Income Opportunities Fund stock for Q4 2013, up 82% quarter-over-quarter.
- 12 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q4 2013 and 5 closed out, a net change of +7 holders.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q4 2013 was Rivernorth Capital Management, an estimated $6.56M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q4 2013 was Bank of America, an estimated $1.41M sold.
Based on aggregated 13F filings for Q4 2013.