Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
28 hedge funds and large institutions have $44.8M invested in Delaware Ivy High Income Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
17% more capital invested
Capital invested by funds: $38.5M → $44.8M (+$6.35M)
12% more funds holding
Funds holding: 25 → 28 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.48M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
+$2.06M |
| 3 |
LPL Financial
San Diego,
California
|
+$979K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$413K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$309K |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$296K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$262K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$115K |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$78K |
IVH Hedge Fund Activity: Q1 2014 in Review
28 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q1 2014, worth a combined $44.8M — up 17% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IVH positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $2.48M. The largest seller was Paloma Partners, exiting entirely with an estimated $309K sold.
- 28 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q1 2014, up from 25 in Q4 2013.
- Funds reported $44.8M of Delaware Ivy High Income Opportunities Fund stock for Q1 2014, up 17% quarter-over-quarter.
- 6 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q1 2014 and 3 closed out, a net change of +3 holders.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q1 2014 was Advisors Asset Management, an estimated $2.48M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q1 2014 was Paloma Partners, an estimated $309K sold.
Based on aggregated 13F filings for Q1 2014.