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IVH

Delaware Ivy High Income Opportunities Fund

Delisted

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

45 hedge funds and large institutions have $63.2M invested in Delaware Ivy High Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $59.3M → $63.2M (+$3.89M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

8% less funds holding

Funds holding: 4945 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
6M
51
6 Meridian
Kansas
-$217K -17,892 Closed
CAM
52
Concorde Asset Management
Michigan
-$121K -10,000 Closed
NFG
53
Next Financial Group
Texas
-$43K -3,575 Closed

IVH Hedge Fund Activity: Q1 2019 in Review

45 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q1 2019, worth a combined $63.2M — up 6.6% from $59.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IVH and 7 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.39M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $1.63M sold.

  • 45 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q1 2019, down from 49 in Q4 2018.
  • Funds reported $63.2M of Delaware Ivy High Income Opportunities Fund stock for Q1 2019, up 6.6% quarter-over-quarter.
  • 7 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q1 2019 and 11 closed out, a net change of -4 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q1 2019 was Sit Investment Associates, an estimated $2.39M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q1 2019 was Curi RMB Capital, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2019.