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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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38 hedge funds and large institutions have $63.4M invested in Delaware Ivy High Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $58.6M → $63.4M (+$4.76M)

3% more funds holding

Funds holding: 37 → 38 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$2.6M
2
AAM
Advisors Asset Management
Colorado
+$1.08M
3
BlackRock
BlackRock
New York
+$964K
4
Bank of America
Bank of America
North Carolina
+$893K
5
Invesco
Invesco
Georgia
+$786K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$731K
2
CRC
Curi RMB Capital
Illinois
-$641K
3
SFS
Shaker Financial Services
Virginia
-$476K
4
SG Americas Securities
SG Americas Securities
New York
-$418K
5
Millennium Management
Millennium Management
New York
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$209K +$208K +14,554 New
FFG
27
Ford Financial Group
California
$181K – – –
SWM
28
SeaCrest Wealth Management
New York
$163K -$33.2K -2,325 -17%
Citigroup
29
Citigroup
New York
$153K -$54.4K -3,808 -26%
Ameriprise
30
Ameriprise
Minnesota
$153K +$153K +10,681 New
HCM
31
Hollencrest Capital Management
California
$152K – – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$75K -$4.78K -335 -6%
ASN
33
Advisory Services Network
Georgia
$68K +$20K +1,400 +41%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$57K +$57.1K +3,995 New
PCP
35
Proficio Capital Partners
Massachusetts
$26K +$6.07K +425 +30%
BCA
36
Bay Colony Advisors
Massachusetts
$16K +$16.4K +1,148 New
IA
37
IFP Advisors
Florida
$10K +$10K +700 New
AOWM
38
Alpha Omega Wealth Management
Virginia
$3K – – –
CRC
39
Curi RMB Capital
Illinois
– -$641K -45,203 Closed
SG Americas Securities
40
SG Americas Securities
New York
– -$418K -29,467 Closed
Millennium Management
41
Millennium Management
New York
– -$365K -25,755 Closed
6M
42
6 Meridian
Kansas
– -$285K -20,074 Closed
DA
43
Doliver Advisors
Texas
– -$200K -14,136 Closed
LCM
44
Landscape Capital Management
New Jersey
– -$160K -11,311 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$160K -11,261 Closed
1
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IVH Hedge Fund Activity: Q2 2018 in Review

38 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q2 2018, worth a combined $63.4M — up 8.1% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IVH positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $2.6M. The largest seller was Wolverine Asset Management, cutting an estimated $731K.

  • 38 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q2 2018, up from 37 in Q1 2018.
  • Funds reported $63.4M of Delaware Ivy High Income Opportunities Fund stock for Q2 2018, up 8.1% quarter-over-quarter.
  • 8 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q2 2018 and 7 closed out, a net change of +1 holder.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q2 2018 was Saba Capital Management, an estimated $2.6M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q2 2018 was Wolverine Asset Management, an estimated $731K sold.

Based on aggregated 13F filings for Q2 2018.