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DLY

DoubleLine Yield Opportunities Fund
DLY

58 hedge funds and large institutions have $158M invested in DoubleLine Yield Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

7% more funds holding

Funds holding: 54 → 58 (+4)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.49% more ownership

Funds ownership: 24.67% → 25.16% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $160M → $158M (-$1.42M)

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
16
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
+$4.39M
2
SIA
Sit Investment Associates
Minnesota
+$1.31M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$973K
4
ACMA
Arbor Capital Management (Alaska)
Alaska
+$967K
5
PCM
Penserra Capital Management
California
+$832K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.75M
2
UBS Group
UBS Group
Switzerland
-$3.34M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.89M
4
GA
GraniteShares Advisors
New York
-$2.1M
5
RJA
Raymond James & Associates
Florida
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$925K +$453K +33,585 +91%
EW
27
Evoke Wealth
California
$850K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$760K +$122K +9,080 +19%
WAM
29
Weiss Asset Management
Massachusetts
$507K +$521K +38,658 New
EC
30
Elequin Capital
New York
$493K +$506K +37,547 New
PFA
31
Pathway Financial Advisers
Indiana
$488K +$502K +37,189 New
RCM
32
Robinson Capital Management
Michigan
$485K – – –
MC
33
Moors & Cabot
Massachusetts
$428K +$268K +19,900 +157%
WS
34
Wedbush Securities
California
$388K -$44.2K -3,274 -10%
LCM
35
Landscape Capital Management
New Jersey
$366K +$181K +13,384 +92%
SDWIA
36
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$364K +$374K +27,725 New
EA
37
Ellsworth Advisors
Ohio
$279K +$259K +19,219 New
AFO
38
Allie Family Office
Florida
$262K – – –
OC
39
Oppenheimer & Co
New York
$260K +$268K +19,850 New
Osaic Holdings
40
Osaic Holdings
Arizona
$230K -$60.5K -4,485 -20%
JSW
41
Journey Strategic Wealth
New Jersey
$226K +$232K +17,206 New
Jane Street
42
Jane Street
New York
$214K +$220K +16,294 New
AWS
43
Atria Wealth Solutions
New York
$199K +$2.17K +161 +1%
GSC
44
Ground Swell Capital
South Carolina
$197K +$202K +14,986 New
OIA
45
Optimum Investment Advisors
Illinois
$180K -$26.9K -1,994 -13%
RJA
46
Raymond James & Associates
Florida
$140K -$1.52M -112,500 -91%
AWM
47
Activest Wealth Management
Florida
$58.8K +$1.56K +116 +3%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$50.4K -$167K -12,345 -76%
FMP
49
Financial Management Professionals
Texas
$14K +$364 +27 +3%
LFG
50
Larson Financial Group
Missouri
$11K – – –
1
2
3

DLY Hedge Fund Activity: Q4 2022 in Review

58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q4 2022, worth a combined $158M — down 0.89% from $160M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DLY positions and 12 closed out — a net gain of 4 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was IEQ Capital, opening a new position worth an estimated $4.39M. The largest seller was Morgan Stanley, cutting an estimated $7.75M.

  • 58 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $158M of DoubleLine Yield Opportunities Fund stock for Q4 2022, down 0.89% quarter-over-quarter.
  • 16 funds opened new DoubleLine Yield Opportunities Fund positions in Q4 2022 and 12 closed out, a net change of +4 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q4 2022 was IEQ Capital, an estimated $4.39M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q4 2022 was Morgan Stanley, an estimated $7.75M sold.

Based on aggregated 13F filings for Q4 2022.