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DLY

DoubleLine Yield Opportunities Fund
DLY

54 hedge funds and large institutions have $160M invested in DoubleLine Yield Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

0.91% less ownership

Funds ownership: 25.58% → 24.67% (-0.91%)

5% less funds holding

Funds holding: 57 → 54 (-3)

9% less capital invested

Capital invested by funds: $176M → $160M (-$16.4M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
18
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$3.66M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.83M
3
Bank of America
Bank of America
North Carolina
+$1.48M
4
IFG
Independent Financial Group
California
+$1.15M
5
HighTower Advisors
HighTower Advisors
Illinois
+$991K

Top Sellers

Rank Fund Capital Flow
1
LGWM
Litman Gregory Wealth Management
California
-$5.29M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$2.29M
3
PFA
Pettinga Financial Advisors
Indiana
-$1.84M
4
UBS Group
UBS Group
Switzerland
-$1.81M
5
SIA
Sit Investment Associates
Minnesota
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Tiedemann Advisors
New York
$584K +$633K +43,274 New
SFS
27
Shaker Financial Services
Virginia
$511K -$195K -13,318 -26%
LPL Financial
28
LPL Financial
California
$498K +$51.7K +3,538 +11%
RCM
29
Robinson Capital Management
Michigan
$494K – – –
WS
30
Wedbush Securities
California
$444K +$44.7K +3,058 +10%
MC
31
Matisse Capital
Oregon
$432K +$468K +32,028 New
Osaic Holdings
32
Osaic Holdings
Arizona
$297K -$37.7K -2,577 -10%
AFO
33
Allie Family Office
Florida
$270K +$146K +10,000 +100%
QC
34
Quantedge Capital
Singapore
$244K -$475K -32,500 -64%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$218K +$237K +16,185 New
SXL
36
Summit X LLC
Missouri
$215K +$234K +15,993 New
OIA
37
Optimum Investment Advisors
Illinois
$212K +$88 +6 +0%
AWS
38
Atria Wealth Solutions
New York
$204K -$66.2K -4,527 -23%
LCM
39
Landscape Capital Management
New Jersey
$196K -$660K -45,150 -76%
MC
40
Moors & Cabot
Massachusetts
$171K +$186K +12,700 New
SPIA
41
Steward Partners Investment Advisory
New York
$152K -$7.9K -540 -5%
MA
42
MUFG Americas
New York
$67K +$73.1K +5,000 New
AWM
43
Activest Wealth Management
Florida
$59K +$1.52K +104 +2%
WIM
44
Westside Investment Management
California
$33.7K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$18K +$8.48K +580 +74%
FMP
46
Financial Management Professionals
Texas
$14K +$366 +25 +2%
PA
47
PSI Advisors
Florida
$13K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$12K +$13.2K +900 New
LFG
49
Larson Financial Group
Missouri
$11K – – –
MFT
50
Moisand Fitzgerald Tamayo
Florida
$7K – – –
1
2
3

DLY Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q3 2022, worth a combined $160M — down 9.3% from $176M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DLY and 9 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 18 added.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $3.66M. The largest seller was Litman Gregory Wealth Management, exiting entirely with an estimated $5.29M sold.

  • 54 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q3 2022, down from 57 in Q2 2022.
  • Funds reported $160M of DoubleLine Yield Opportunities Fund stock for Q3 2022, down 9.3% quarter-over-quarter.
  • 9 funds opened new DoubleLine Yield Opportunities Fund positions in Q3 2022 and 12 closed out, a net change of -3 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q3 2022 was City of London Investment Management, an estimated $3.66M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q3 2022 was Litman Gregory Wealth Management, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2022.