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IVH

Delaware Ivy High Income Opportunities Fund

Delisted

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

30 hedge funds and large institutions have $36.7M invested in Delaware Ivy High Income Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

20% less capital invested

Capital invested by funds: $46.1M → $36.7M (-$9.4M)

21% less funds holding

Funds holding: 3830 (-8)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
30
Holders Change
-8
Holders Change %
-21.05%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$4.47M -$2.14M -162,333 -33%
Wells Fargo
2
Wells Fargo
California
$4.41M +$120K +9,096 +3%
Morgan Stanley
3
Morgan Stanley
New York
$4.19M +$1.34M +101,487 +50%
GC
4
Guggenheim Capital
Illinois
$3.87M +$147K +11,115 +4%
Invesco
5
Invesco
Georgia
$2.31M +$46K +3,487 +2%
YMRC
6
Yorktown Management & Research Company
Virginia
$2.19M
SI
7
SII Investments
Wisconsin
$1.98M +$168K +12,707 +10%
PCP
8
Proficio Capital Partners
Massachusetts
$1.97M +$1.7M +128,590 +1,386%
AAM
9
Advisors Asset Management
Colorado
$1.64M -$580K -43,985 -27%
LCM
10
Laurion Capital Management
New York
$1.52M -$2.05M -155,670 -58%
SCM
11
Saba Capital Management
New York
$1.52M -$1.88M -142,191 -56%
Bank of America
12
Bank of America
North Carolina
$1.37M -$131K -9,943 -9%
BRWA
13
B. Riley Wealth Advisors
Florida
$1.31M +$1.27M +95,950 New
CIA
14
Capital Investment Advisors
Georgia
$1.05M +$9.42K +714 +0.9%
Franklin Resources
15
Franklin Resources
California
$566K -$264K -20,000 -33%
LPL Financial
16
LPL Financial
California
$439K -$445K -33,727 -51%
AG
17
Advisor Group
Arizona
$430K +$416K +31,529 New
Citigroup
18
Citigroup
New York
$382K -$3.96K -300 -1%
UBS Group
19
UBS Group
Switzerland
$351K -$26.8K -2,032 -7%
HCM
20
Hollencrest Capital Management
California
$145K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$141K -$13 -1 -0%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$138K +$133K +10,060 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$103K +$8.68K +658 +9%
RCM
24
Robinson Capital Management
Michigan
$62K -$62K -4,700 -51%
MFS
25
MSI Financial Services
Massachusetts
$60K +$55.2K +4,183 +1,946%

IVH Hedge Fund Activity: Q2 2016 in Review

30 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q2 2016, worth a combined $36.7M — down 20% from $46.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IVH and 3 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was Proficio Capital Partners, adding an estimated $1.7M. The largest seller was City of London Investment Management, exiting entirely with an estimated $2.48M sold.

  • 30 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q2 2016, down from 38 in Q1 2016.
  • Funds reported $36.7M of Delaware Ivy High Income Opportunities Fund stock for Q2 2016, down 20% quarter-over-quarter.
  • 3 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q2 2016 and 11 closed out, a net change of -8 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q2 2016 was Proficio Capital Partners, an estimated $1.7M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q2 2016 was City of London Investment Management, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2016.