Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
37 hedge funds and large institutions have $83.5M invested in Delaware Ivy High Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 7 closing their positions.
15% more capital invested
Capital invested by funds: $72.5M → $83.5M (+$11M)
5% less funds holding
Funds holding: 39 → 37 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$11.8M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.43M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$518K |
| 5 |
LPL Financial
San Diego,
California
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$2.65M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.75M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$434K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$405K |
| 5 |
Walleye Capital
New York
|
-$269K |
IVH Hedge Fund Activity: Q4 2021 in Review
37 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q4 2021, worth a combined $83.5M — up 15% from $72.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IVH and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 9 added.
The largest buyer was Sit Investment Associates, adding an estimated $11.8M. The largest seller was Saba Capital Management, cutting an estimated $2.65M.
- 37 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q4 2021, down from 39 in Q3 2021.
- Funds reported $83.5M of Delaware Ivy High Income Opportunities Fund stock for Q4 2021, up 15% quarter-over-quarter.
- 5 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q4 2021 and 7 closed out, a net change of -2 holders.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $11.8M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q4 2021 was Saba Capital Management, an estimated $2.65M sold.
Based on aggregated 13F filings for Q4 2021.