Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
49 hedge funds and large institutions have $59.3M invested in Delaware Ivy High Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
29% more funds holding
Funds holding: 38 → 49 (+11)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
3% less capital invested
Capital invested by funds: $61.1M → $59.3M (-$1.82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$7.28M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.77M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.44M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$548K |
| 5 |
BlackRock
New York
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.31M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.13M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$742K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$525K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$495K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | +$13 | +1 | New |
|
|
GWMIA
52
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | +$26 | +2 | New |
|
|
EWM
53
Endurance Wealth Management
Providence,
Rhode Island
| – | +$211 | +16 | New |
|
IVH Hedge Fund Activity: Q4 2018 in Review
49 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q4 2018, worth a combined $59.3M — down 3% from $61.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IVH positions and 4 closed out — a net gain of 11 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $7.28M. The largest seller was Shaker Financial Services, cutting an estimated $2.31M.
- 49 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q4 2018, up from 38 in Q3 2018.
- Funds reported $59.3M of Delaware Ivy High Income Opportunities Fund stock for Q4 2018, down 3% quarter-over-quarter.
- 15 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q4 2018 and 4 closed out, a net change of +11 holders.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q4 2018 was Saba Capital Management, an estimated $7.28M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q4 2018 was Shaker Financial Services, an estimated $2.31M sold.
Based on aggregated 13F filings for Q4 2018.