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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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18 hedge funds and large institutions have $21.1M invested in Delaware Ivy High Income Opportunities Fund in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

280% more capital invested

Capital invested by funds: $5.56M → $21.1M (+$15.6M)

125% more funds holding

Funds holding: 8 → 18 (+10)

Holders
18
Holders Change
+10
Holders Change %
+125%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.74M
2
RCM
Rivernorth Capital Management
Florida
+$1.9M
3
Bank of America
Bank of America
North Carolina
+$1.77M
4
Invesco
Invesco
Georgia
+$1.45M
5
BTS
BB&T Securities
Virginia
+$626K

Top Sellers

Rank Fund Capital Flow
1
U
UBS
Switzerland
-$124K
2
ICAS
Investors Capital Advisory Services
Massachusetts
-$89.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$6.2M +$626K +34,836 New
Morgan Stanley
2
Morgan Stanley
New York
$5.4M +$4.74M +263,701 +668%
Bank of America
3
Bank of America
North Carolina
$4.72M +$1.77M +98,173 +59%
RCM
4
Rivernorth Capital Management
Florida
$1.89M +$1.9M +105,933 New
Invesco
5
Invesco
Georgia
$1.44M +$1.45M +80,615 New
LPL Financial
6
LPL Financial
California
$323K +$330K +18,337 New
PPA
7
Parametric Portfolio Associates
Washington
$318K +$321K +17,859 New
SIA
8
Sit Investment Associates
Minnesota
$267K +$270K +15,000 New
ICAS
9
Investors Capital Advisory Services
Massachusetts
$178K -$89.9K -5,000 -33%
Deutsche Bank
10
Deutsche Bank
Germany
$112K +$115K +6,400 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$100K +$101K +5,610 New
Ameriprise
12
Ameriprise
Minnesota
$92K +$43.2K +2,403 +87%
PFO
13
Pathstone Family Office
New Jersey
$28K +$29.3K +1,630 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$27K +$396 +22 +1%
Citigroup
15
Citigroup
New York
$18K +$18K +1,000 New
WA
16
WFG Advisors
Texas
$18K +$18K +1,000 New
TRCT
17
Tower Research Capital (TRC)
New York
$12K +$12.6K +699 +69,900%
U
18
UBS
Switzerland
– -$124K -6,201 Closed
Wells Fargo
19
Wells Fargo
California
– +$18 +1 New

IVH Hedge Fund Activity: Q3 2013 in Review

18 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q3 2013, worth a combined $21.1M — up 280% from $5.56M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IVH positions and 1 closed out — a net gain of 11 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.74M. The largest seller was UBS, exiting entirely with an estimated $124K sold.

  • 18 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q3 2013, up from 8 in Q2 2013.
  • Funds reported $21.1M of Delaware Ivy High Income Opportunities Fund stock for Q3 2013, up 280% quarter-over-quarter.
  • 12 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q3 2013 and 1 closed out, a net change of +11 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q3 2013 was Morgan Stanley, an estimated $4.74M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q3 2013 was UBS, an estimated $124K sold.

Based on aggregated 13F filings for Q3 2013.