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IVH

Delaware Ivy High Income Opportunities Fund
IVH

Delisted

IVH was delisted on the 10th of March, 2023.

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42 hedge funds and large institutions have $47.5M invested in Delaware Ivy High Income Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

27% more funds holding

Funds holding: 33 → 42 (+9)

2% less capital invested

Capital invested by funds: $48.3M → $47.5M (-$759K)

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.5M
2
MIG
Mariner Investment Group
New York
+$1.18M
3
CRC
Curi RMB Capital
Illinois
+$977K
4
LPL Financial
LPL Financial
California
+$838K
5
PPA
Parametric Portfolio Associates
Washington
+$751K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.6M
2
AAM
Advisors Asset Management
Colorado
-$1.94M
3
Morgan Stanley
Morgan Stanley
New York
-$1.6M
4
CC
Carlson Capital
Texas
-$1.47M
5
LCM
Laurion Capital Management
New York
-$759K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
Cobiz Wealth
Colorado
$310K – – –
UBS Group
27
UBS Group
Switzerland
$276K +$17.9K +1,369 +7%
BTS
28
BB&T Securities
Virginia
$215K -$71.5K -5,473 -24%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$171K – – –
Bank of New York Mellon
30
Bank of New York Mellon
New York
$138K +$10.4K +793 +8%
BFM
31
Boothbay Fund Management
New York
$134K +$141K +10,790 New
HCM
32
Hollencrest Capital Management
California
$131K +$138K +10,585 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$102K +$22.3K +1,708 +26%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$80K +$13.5K +1,035 +19%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$41K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$40K -$13.1K -1,005 -24%
DADC
37
D.A. Davidson & Co
Montana
$26K – – –
AIG
38
American International Group
New York
$14K +$14.9K +1,139 New
WA
39
WFG Advisors
Texas
$12K – – –
AFP
40
Ausdal Financial Partners
Iowa
$10K +$10.5K +800 New
IA
41
IFP Advisors
Florida
$6K +$6.45K +493 New
MFS
42
MSI Financial Services
Massachusetts
$4K +$4.12K +315 New
PCM
43
Penserra Capital Management
California
$2K +$2.54K +194 New
CC
44
Carlson Capital
Texas
– -$1.47M -113,333 Closed
LCM
45
Laurion Capital Management
New York
– -$759K -58,500 Closed
1
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IVH Hedge Fund Activity: Q4 2015 in Review

42 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q4 2015, worth a combined $47.5M — down 1.6% from $48.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IVH positions and 2 closed out — a net gain of 9 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.5M. The largest seller was Bank of America, cutting an estimated $2.6M.

  • 42 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q4 2015, up from 33 in Q3 2015.
  • Funds reported $47.5M of Delaware Ivy High Income Opportunities Fund stock for Q4 2015, down 1.6% quarter-over-quarter.
  • 11 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q4 2015 and 2 closed out, a net change of +9 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q4 2015 was Wells Fargo, an estimated $1.5M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q4 2015 was Bank of America, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2015.