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DLY

DoubleLine Yield Opportunities Fund
DLY

63 hedge funds and large institutions have $155M invested in DoubleLine Yield Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

21% more funds holding

Funds holding: 52 → 63 (+11)

5% less capital invested

Capital invested by funds: $163M → $155M (-$7.8M)

1.42% less ownership

Funds ownership: 23.36% → 21.93% (-1.4%)

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
25
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.41M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$687K
3
ACP
Aviance Capital Partners
Florida
+$369K
4
PFO
Pathstone Family Office
New Jersey
+$363K
5
Millennium Management
Millennium Management
New York
+$355K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$5.54M
2
Morgan Stanley
Morgan Stanley
New York
-$5.51M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.61M
4
AW
Atlas Wealth
Ohio
-$1.4M
5
PFA
Pettinga Financial Advisors
Indiana
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
26
Evoke Wealth
California
$681K – – –
JSW
27
Journey Strategic Wealth
New Jersey
$665K +$320K +22,000 +95%
SDWIA
28
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$627K +$135K +9,297 +28%
LPL Financial
29
LPL Financial
California
$623K +$20.4K +1,400 +3%
PFA
30
Pathway Financial Advisers
Indiana
$540K +$534K +36,679 New
JP Morgan Chase
31
JP Morgan Chase
New York
$513K +$339K +23,338 +203%
MC
32
Moors & Cabot
Massachusetts
$492K +$2.91K +200 +0.6%
AWS
33
Atria Wealth Solutions
New York
$432K -$166K -11,437 -28%
ACP
34
Aviance Capital Partners
Florida
$374K +$369K +25,358 New
PFO
35
Pathstone Family Office
New Jersey
$367K +$363K +24,933 New
SXL
36
Summit X LLC
Missouri
$360K -$50.8K -3,490 -13%
Millennium Management
37
Millennium Management
New York
$359K +$355K +24,370 New
CFA
38
Capstone Financial Advisors
Illinois
$356K +$351K +24,144 New
RJA
39
Raymond James & Associates
Florida
$325K +$15.4K +1,057 +5%
GC
40
Guggenheim Capital
Illinois
$309K +$61.4K +4,224 +25%
AFO
41
Allie Family Office
Florida
$295K – – –
OIA
42
Optimum Investment Advisors
Illinois
$254K +$87 +6 +0%
WLPWM
43
Walled Lake Planning & Wealth Management
Illinois
$252K +$249K +17,137 New
OC
44
Oppenheimer & Co
New York
$217K -$153K -10,500 -42%
AWE
45
Avidian Wealth Enterprises
Texas
$206K – – –
PAG
46
Private Advisor Group
New Jersey
$201K +$6.12K +421 +3%
IWC
47
Integrated Wealth Concepts
Massachusetts
$184K +$182K +12,502 New
Comerica Bank
48
Comerica Bank
Texas
$149K +$147K +10,126 New
AWM
49
Activest Wealth Management
Florida
$71K +$1.67K +115 +2%
HCM
50
Highlander Capital Management
New Jersey
$64K +$14.5K +1,000 +30%
1
2
3

DLY Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q3 2023, worth a combined $155M — down 4.8% from $163M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DLY positions and 1 closed out — a net gain of 11 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.41M. The largest seller was Penserra Capital Management, cutting an estimated $5.54M.

  • 63 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q3 2023, up from 52 in Q2 2023.
  • Funds reported $155M of DoubleLine Yield Opportunities Fund stock for Q3 2023, down 4.8% quarter-over-quarter.
  • 12 funds opened new DoubleLine Yield Opportunities Fund positions in Q3 2023 and 1 closed out, a net change of +11 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q3 2023 was Wells Fargo, an estimated $2.41M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q3 2023 was Penserra Capital Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2023.