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DLY

DoubleLine Yield Opportunities Fund
DLY

54 hedge funds and large institutions have $164M invested in DoubleLine Yield Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $158M → $164M (+$6.08M)

0.55% less ownership

Funds ownership: 25.16% → 24.61% (-0.55%)

7% less funds holding

Funds holding: 58 → 54 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.75M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.42M
4
PCM
Penserra Capital Management
California
+$848K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$840K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.81M
2
SIA
Sit Investment Associates
Minnesota
-$2.44M
3
Cohen & Steers
Cohen & Steers
New York
-$2.04M
4
COLIM
City of London Investment Management
United Kingdom
-$1.93M
5
FM
Family Management
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
26
Evoke Wealth
California
$878K -$28.2K -2,000 -3%
WS
27
Wedbush Securities
California
$606K +$193K +13,692 +46%
PFA
28
Pathway Financial Advisers
Indiana
$512K -$8.55K -606 -2%
MC
29
Moors & Cabot
Massachusetts
$495K +$39.5K +2,800 +9%
SDWIA
30
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$456K +$68.4K +4,847 +17%
SXL
31
Summit X LLC
Missouri
$403K +$407K +28,829 New
OC
32
Oppenheimer & Co
New York
$355K +$77.6K +5,500 +28%
RCM
33
Robinson Capital Management
Michigan
$347K -$158K -11,230 -31%
JP Morgan Chase
34
JP Morgan Chase
New York
$313K +$316K +22,382 New
RJA
35
Raymond James & Associates
Florida
$302K +$153K +10,872 +102%
AFO
36
Allie Family Office
Florida
$280K – – –
JSW
37
Journey Strategic Wealth
New Jersey
$259K +$18.2K +1,290 +7%
OIA
38
Optimum Investment Advisors
Illinois
$241K +$49.5K +3,506 +26%
Osaic Holdings
39
Osaic Holdings
Arizona
$232K -$13.1K -927 -5%
AWS
40
Atria Wealth Solutions
New York
$199K -$13.1K -930 -6%
AWE
41
Avidian Wealth Enterprises
Texas
$196K +$198K +14,000 New
PAG
42
Private Advisor Group
New Jersey
$182K +$7.01K +497 +4%
AWM
43
Activest Wealth Management
Florida
$62.7K +$1.03K +73 +2%
LC
44
Lindbrook Capital
California
$42K +$42.3K +3,000 New
FMP
45
Financial Management Professionals
Texas
$16K +$395 +28 +3%
HCM
46
Highlander Capital Management
New Jersey
$14K +$14.1K +1,000 New
LFG
47
Larson Financial Group
Missouri
$11.7K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$9.37K – – –
MFT
49
Moisand Fitzgerald Tamayo
Florida
$7K – – –
GWM
50
Geneos Wealth Management
Colorado
$6.3K – – –
1
2
3

DLY Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q1 2023, worth a combined $164M — up 3.8% from $158M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DLY and 8 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 23 added.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $2.75M. The largest seller was Morgan Stanley, cutting an estimated $2.81M.

  • 54 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q1 2023, down from 58 in Q4 2022.
  • Funds reported $164M of DoubleLine Yield Opportunities Fund stock for Q1 2023, up 3.8% quarter-over-quarter.
  • 8 funds opened new DoubleLine Yield Opportunities Fund positions in Q1 2023 and 12 closed out, a net change of -4 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $2.75M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q1 2023 was Morgan Stanley, an estimated $2.81M sold.

Based on aggregated 13F filings for Q1 2023.