We are live on ! Find out more
IVH

Delaware Ivy High Income Opportunities Fund

Delisted

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

30 hedge funds and large institutions have $57.5M invested in Delaware Ivy High Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

25% more funds holding

Funds holding: 2430 (+6)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

9% more capital invested

Capital invested by funds: $52.6M → $57.5M (+$4.83M)

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$13.2M +$2.53M +150,702 +22%
Morgan Stanley
2
Morgan Stanley
New York
$9.5M +$1.38M +82,470 +16%
RCM
3
Rivernorth Capital Management
Florida
$7.68M
BTS
4
BB&T Securities
Virginia
$5.18M +$51.8K +3,089 +10%
COLIM
5
City of London Investment Management
United Kingdom
$3.56M +$3.78M +225,383 New
PAM
6
PT Asset Management
Illinois
$2.76M +$2.92M +173,942 New
Invesco
7
Invesco
Georgia
$2.45M +$222K +13,204 +9%
CC
8
Carlson Capital
Texas
$1.8M
WAM
9
Wolverine Asset Management
Illinois
$1.45M +$422K +25,137 +38%
PAG
10
Private Advisor Group
New Jersey
$1.41M -$412K -24,542 -22%
Bank of America
11
Bank of America
North Carolina
$1.32M -$861K -51,293 -38%
LPL Financial
12
LPL Financial
California
$1.27M +$383K +22,840 +40%
MIG
13
Mariner Investment Group
New York
$896K +$948K +56,507 New
Wells Fargo
14
Wells Fargo
California
$873K +$890K +53,052 +2,651%
PPA
15
Parametric Portfolio Associates
Washington
$767K +$123K +7,343 +18%
Stifel Financial
16
Stifel Financial
Missouri
$681K -$40.7K -2,425 -5%
GC
17
Guggenheim Capital
Illinois
$623K +$660K +39,313 New
LCM
18
Laurion Capital Management
New York
$574K +$607K +36,173 New
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$324K -$66K -3,936 -16%
SFS
20
Shaker Financial Services
Virginia
$205K -$658K -39,241 -75%
VKH
21
Virtu KCG Holdings
New York
$171K -$331K -19,718 -65%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$171K -$64.9K -3,868 -26%
UBS Group
23
UBS Group
Switzerland
$129K +$137K +8,140 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$121K -$9.98K -595 -7%
TC
25
TradeLink Capital
Illinois
$100K +$106K +6,300 New

IVH Hedge Fund Activity: Q4 2014 in Review

30 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q4 2014, worth a combined $57.5M — up 9.2% from $52.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IVH positions and 1 closed out — a net gain of 7 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $3.78M. The largest seller was Bank of America, cutting an estimated $861K.

  • 30 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q4 2014, up from 24 in Q3 2014.
  • Funds reported $57.5M of Delaware Ivy High Income Opportunities Fund stock for Q4 2014, up 9.2% quarter-over-quarter.
  • 8 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q4 2014 and 1 closed out, a net change of +7 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q4 2014 was City of London Investment Management, an estimated $3.78M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q4 2014 was Bank of America, an estimated $861K sold.

Based on aggregated 13F filings for Q4 2014.