Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
29 hedge funds and large institutions have $41.9M invested in Delaware Ivy High Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
45% more funds holding
Funds holding: 20 → 29 (+9)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
3% less capital invested
Capital invested by funds: $43M → $41.9M (-$1.08M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.3M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.95M |
| 3 |
LCM
Laurion Capital Management
New York
|
+$2.06M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.45M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$6.7M |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
-$3.42M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.83M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$626K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$415K |
IVH Hedge Fund Activity: Q4 2017 in Review
29 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q4 2017, worth a combined $41.9M — down 2.5% from $43M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IVH positions and 5 closed out — a net gain of 9 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $3.3M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $6.7M sold.
- 29 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q4 2017, up from 20 in Q3 2017.
- Funds reported $41.9M of Delaware Ivy High Income Opportunities Fund stock for Q4 2017, down 2.5% quarter-over-quarter.
- 14 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q4 2017 and 5 closed out, a net change of +9 holders.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q4 2017 was Ladenburg Thalmann Financial Services, an estimated $3.3M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q4 2017 was Guggenheim Capital, an estimated $6.7M sold.
Based on aggregated 13F filings for Q4 2017.