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IVH

Delaware Ivy High Income Opportunities Fund

Delisted

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

38 hedge funds and large institutions have $46.1M invested in Delaware Ivy High Income Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $47.5M → $46.1M (-$1.39M)

10% less funds holding

Funds holding: 4238 (-4)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$6.23M
Wells Fargo
2
Wells Fargo
California
$3.99M -$169K -14,310 -4%
GC
3
Guggenheim Capital
Illinois
$3.46M +$247K +20,878 +8%
LCM
4
Laurion Capital Management
New York
$3.4M +$3.16M +266,900 New
SCM
5
Saba Capital Management
New York
$3.22M +$1.71M +144,510 +133%
Morgan Stanley
6
Morgan Stanley
New York
$2.61M -$239K -20,191 -9%
COLIM
7
City of London Investment Management
United Kingdom
$2.48M
MIG
8
Mariner Investment Group
New York
$2.35M -$271K -22,894 -11%
Invesco
9
Invesco
Georgia
$2.11M -$91.5K -7,728 -4%
AAM
10
Advisors Asset Management
Colorado
$2.09M -$2.45M -206,979 -56%
YMRC
11
Yorktown Management & Research Company
Virginia
$2.04M +$473K +40,000 +33%
PPA
12
Parametric Portfolio Associates
Washington
$1.83M -$47.3K -4,001 -3%
SI
13
SII Investments
Wisconsin
$1.68M +$1.09M +91,822 +228%
WAM
14
Wolverine Asset Management
Illinois
$1.45M -$447K -37,788 -25%
Bank of America
15
Bank of America
North Carolina
$1.4M -$274K -23,150 -17%
CIA
16
Capital Investment Advisors
Georgia
$971K -$31.5K -2,665 -3%
LPL Financial
17
LPL Financial
California
$826K -$690K -58,314 -47%
AA
18
AQR Arbitrage
Connecticut
$806K +$9.82K +830 +1%
Franklin Resources
19
Franklin Resources
California
$781K +$726K +61,373 New
PAG
20
Private Advisor Group
New Jersey
$444K -$14.3K -1,205 -3%
Citigroup
21
Citigroup
New York
$360K
UBS Group
22
UBS Group
Switzerland
$353K +$64.3K +5,434 +24%
CW
23
Cobiz Wealth
Colorado
$318K
CBA
24
Coastal Bridge Advisors
Connecticut
$209K +$195K +16,450 New
HCM
25
Hollencrest Capital Management
California
$135K

IVH Hedge Fund Activity: Q1 2016 in Review

38 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q1 2016, worth a combined $46.1M — down 2.9% from $47.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IVH and 7 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $3.16M. The largest seller was Advisors Asset Management, cutting an estimated $2.45M.

  • 38 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q1 2016, down from 42 in Q4 2015.
  • Funds reported $46.1M of Delaware Ivy High Income Opportunities Fund stock for Q1 2016, down 2.9% quarter-over-quarter.
  • 7 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q1 2016 and 11 closed out, a net change of -4 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q1 2016 was Laurion Capital Management, an estimated $3.16M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q1 2016 was Advisors Asset Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2016.