DoubleLine Yield Opportunities Fund
DLY
31 hedge funds and large institutions have $134M invested in DoubleLine Yield Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
65% more capital invested
Capital invested by funds: $81.2M → $134M (+$52.6M)
41% more funds holding
Funds holding: 22 → 31 (+9)
6.07% more ownership
Funds ownership: 9.65% → 15.72% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.19M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.02M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$5.01M |
| 5 |
Millennium Management
New York
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.41M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$188K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$98.8K |
| 4 |
CPW
Catalyst Private Wealth
San Mateo,
California
|
-$26K |
| 5 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
26
FNY Investment Advisers
New York
| $172K | +$167K | +9,300 | New |
|
|
PFO
27
Pathstone Family Office
Englewood,
New Jersey
| $96K | +$37.2K | +2,075 | +67% |
|
|
FF
28
FourThought Financial
Venice,
Florida
| $57K | +$55.6K | +3,100 | New |
|
|
TWP
29
TFO Wealth Partners
Maumee,
Ohio
| $46K | +$44.8K | +2,500 | New |
|
30
Rockefeller Capital Management
New York
| $28K | +$27.2K | +1,517 | New |
|
|
PFGIA
31
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $7K | +$7.08K | +395 | New |
|
|
RJFSA
32
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$188K | -10,257 | Closed |
|
|
CPW
33
Catalyst Private Wealth
San Mateo,
California
| – | -$26K | -1,407 | Closed |
|
|
NFSG
34
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$5K | -265 | Closed |
|
DLY Hedge Fund Activity: Q4 2020 in Review
31 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q4 2020, worth a combined $134M — up 65% from $81.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DLY positions and 3 closed out — a net gain of 9 holders — while 15 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was Bank of America, cutting an estimated $3.41M.
- 31 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q4 2020, up from 22 in Q3 2020.
- Funds reported $134M of DoubleLine Yield Opportunities Fund stock for Q4 2020, up 65% quarter-over-quarter.
- 12 funds opened new DoubleLine Yield Opportunities Fund positions in Q4 2020 and 3 closed out, a net change of +9 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q4 2020 was Morgan Stanley, an estimated $16.6M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q4 2020 was Bank of America, an estimated $3.41M sold.
Based on aggregated 13F filings for Q4 2020.