Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
30 hedge funds and large institutions have $57.5M invested in Delaware Ivy High Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
25% more funds holding
Funds holding: 24 → 30 (+6)
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
9% more capital invested
Capital invested by funds: $52.6M → $57.5M (+$4.83M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$3.78M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.53M |
| 3 |
Morgan Stanley
New York
|
+$1.38M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$948K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$890K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$861K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$658K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$412K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$331K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $86K | +$81.1K | +4,832 | +777% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $80K | +$46.1K | +2,748 | +119% |
|
|
DADC
28
D.A. Davidson & Co
Great Falls,
Montana
| $33K | – | – | – |
|
|
WA
29
WFG Advisors
Dallas,
Texas
| $16K | – | – | – |
|
|
NPC
30
National Planning Corporation
El Segundo,
California
| $3.19K | +$3.36K | +200 | New |
|
|
TC
31
TFS Capital
West Chester,
Pennsylvania
| – | -$203K | -11,719 | Closed |
|
IVH Hedge Fund Activity: Q4 2014 in Review
30 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q4 2014, worth a combined $57.5M — up 9.2% from $52.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IVH positions and 1 closed out — a net gain of 7 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was City of London Investment Management, opening a new position worth an estimated $3.78M. The largest seller was Bank of America, cutting an estimated $861K.
- 30 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q4 2014, up from 24 in Q3 2014.
- Funds reported $57.5M of Delaware Ivy High Income Opportunities Fund stock for Q4 2014, up 9.2% quarter-over-quarter.
- 8 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q4 2014 and 1 closed out, a net change of +7 holders.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q4 2014 was City of London Investment Management, an estimated $3.78M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q4 2014 was Bank of America, an estimated $861K sold.
Based on aggregated 13F filings for Q4 2014.