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DLY

DoubleLine Yield Opportunities Fund

52 hedge funds and large institutions have $204M invested in DoubleLine Yield Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

4% more funds holding

Funds holding: 5052 (+2)

0.64% more ownership

Funds ownership: 24.9%25.54% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less capital invested

Capital invested by funds: $223M → $204M (-$18.8M)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
21
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$754K +$22.4K +1,274 +3%
RCM
27
Robinson Capital Management
Michigan
$621K +$412K +23,450 +184%
WS
28
Wedbush Securities
California
$533K +$4.21K +240 +0.8%
LPL Financial
29
LPL Financial
California
$532K +$544 +31 +0.1%
LCM
30
Landscape Capital Management
New Jersey
$522K -$1.57M -89,249 -74%
Osaic Holdings
31
Osaic Holdings
Arizona
$468K -$161K -9,175 -25%
Walleye Capital
32
Walleye Capital
New York
$296K -$21.9K -1,247 -7%
BAM
33
Belpointe Asset Management
Nevada
$285K +$299K +17,043 New
AWS
34
Atria Wealth Solutions
New York
$284K +$298K +16,964 New
BCM
35
Bluefin Capital Management
New York
$257K -$536K -30,519 -67%
OIA
36
Optimum Investment Advisors
Illinois
$255K -$98.2K -5,595 -27%
SPIA
37
Steward Partners Investment Advisory
New York
$198K +$208K +11,840 New
TCA
38
Transcend Capital Advisors
New Jersey
$194K
AWM
39
Activest Wealth Management
Florida
$70K -$148K -8,418 -67%
WIM
40
Westside Investment Management
California
$43.5K
QC
41
Quent Capital
New York
$42K +$43.9K +2,499 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$20.1K
FMP
43
Financial Management Professionals
Texas
$17K +$228 +13 +1%
PA
44
PSI Advisors
Florida
$17K +$17.5K +1,000 New
MFT
45
Moisand Fitzgerald Tamayo
Florida
$8K
LFG
46
Larson Financial Group
Missouri
$5K +$684 +39 +15%
MCC
47
Money Concepts Capital
Florida
$5K +$5.26K +300 New
IA
48
IFP Advisors
Florida
$3K +$2.63K +150 New
CIAS
49
CFS Investment Advisory Services
New Jersey
$3K +$735K +41,875 New
Lido Advisors
50
Lido Advisors
California
-$2.79M -149,089 Closed

DLY Hedge Fund Activity: Q1 2022 in Review

52 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q1 2022, worth a combined $204M — down 8.4% from $223M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DLY positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $4.58M. The largest seller was Lido Advisors, exiting entirely with an estimated $2.79M sold.

  • 52 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q1 2022, up from 50 in Q4 2021.
  • Funds reported $204M of DoubleLine Yield Opportunities Fund stock for Q1 2022, down 8.4% quarter-over-quarter.
  • 10 funds opened new DoubleLine Yield Opportunities Fund positions in Q1 2022 and 7 closed out, a net change of +3 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q1 2022 was Parametric Portfolio Associates, an estimated $4.58M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q1 2022 was Lido Advisors, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2022.