Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
26 hedge funds and large institutions have $38M invested in Delaware Ivy High Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
10% more capital invested
Capital invested by funds: $34.6M → $38M (+$3.42M)
13% less funds holding
Funds holding: 30 → 26 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SII Investments
Appleton,
Wisconsin
|
+$1.16M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$834K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$651K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$625K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.02M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$275K |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$212K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$171K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$159K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$159K | -11,060 | Closed |
|
IVH Hedge Fund Activity: Q4 2016 in Review
26 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q4 2016, worth a combined $38M — up 9.9% from $34.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IVH and 0 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 12 added.
The largest buyer was SII Investments, adding an estimated $1.16M. The largest seller was Morgan Stanley, cutting an estimated $1.02M.
- 26 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q4 2016, down from 30 in Q3 2016.
- Funds reported $38M of Delaware Ivy High Income Opportunities Fund stock for Q4 2016, up 9.9% quarter-over-quarter.
- 0 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q4 2016 and 3 closed out, a net change of -3 holders.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q4 2016 was SII Investments, an estimated $1.16M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q4 2016 was Morgan Stanley, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2016.