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DLY

DoubleLine Yield Opportunities Fund

95 hedge funds and large institutions have $191M invested in DoubleLine Yield Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

1.12% more ownership

Funds ownership: 27.33%28.45% (+1.1%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0% less capital invested

Capital invested by funds: $192M → $191M (-$759K)

5% less funds holding

Funds holding: 10095 (-5)

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$34.1M +$1.17M +80,508 +3%
Morgan Stanley
2
Morgan Stanley
New York
$33.9M +$290K +20,015 +0.8%
SIA
3
Sit Investment Associates
Minnesota
$14.3M -$858K -59,127 -5%
UBS Group
4
UBS Group
Switzerland
$14.1M +$237K +16,313 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.87M +$2.7M +186,001 +36%
PCM
6
Penserra Capital Management
California
$7.66M +$7.99M +550,342 New
HighTower Advisors
7
HighTower Advisors
Illinois
$6.91M +$258K +17,766 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$6.38M +$826K +56,894 +14%
1CP
9
1607 Capital Partners
Virginia
$4.48M +$2.33M +160,421 +100%
LSC
10
Logan Stone Capital
Illinois
$4.47M -$308K -21,235 -6%
LPL Financial
11
LPL Financial
California
$4.1M +$1.34M +92,140 +46%
Bank of America
12
Bank of America
North Carolina
$4.02M +$2.16M +148,616 +106%
IFG
13
Independent Financial Group
California
$3.14M +$34.7K +2,390 +1%
JAG
14
Journey Advisory Group
Kentucky
$2.77M +$26.7K +1,842 +0.9%
SFS
15
Shaker Financial Services
Virginia
$2.71M +$128K +8,851 +5%
RC
16
Rareview Capital
Nevada
$2.63M +$645K +44,477 +36%
PFA
17
Pettinga Financial Advisors
Indiana
$2.55M +$143K +9,885 +6%
Cohen & Steers
18
Cohen & Steers
New York
$2.44M
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$2.15M +$2.25M +154,770 New
RCM
20
Rivernorth Capital Management
Florida
$2.03M -$5.95M -409,778 -74%
GC
21
Guggenheim Capital
Illinois
$1.91M +$890K +61,338 +81%
MWM
22
Maridea Wealth Management
New York
$1.88M +$176K +12,144 +10%
NWMP
23
Noble Wealth Management PBC
Colorado
$1.39M -$126K -8,672 -8%
JSW
24
Journey Strategic Wealth
New Jersey
$1.24M -$638K -43,950 -33%
WS
25
Wedbush Securities
California
$1.21M -$361K -24,895 -22%

DLY Hedge Fund Activity: Q1 2026 in Review

95 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q1 2026, worth a combined $191M — down 0.4% from $192M a quarter earlier.

Fund positioning in DLY was balanced in Q1 2026: 10 funds opened new positions, 10 closed out, 34 added to existing stakes and 30 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $7.99M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.95M.

  • 95 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q1 2026, down from 100 in Q4 2025.
  • Funds reported $191M of DoubleLine Yield Opportunities Fund stock for Q1 2026, down 0.4% quarter-over-quarter.
  • 10 funds opened new DoubleLine Yield Opportunities Fund positions in Q1 2026 and 10 closed out, a net change of 0 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q1 2026 was Penserra Capital Management, an estimated $7.99M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $5.95M sold.

Based on aggregated 13F filings for Q1 2026.