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DLY

DoubleLine Yield Opportunities Fund
DLY

73 hedge funds and large institutions have $174M invested in DoubleLine Yield Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

16% more funds holding

Funds holding: 63 → 73 (+10)

13% more capital invested

Capital invested by funds: $155M → $174M (+$19.5M)

2.53% more ownership

Funds ownership: 21.93% → 24.46% (+2.5%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
26
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.4M
2
Wells Fargo
Wells Fargo
California
+$3.77M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.33M
4
VCM
Vivaldi Capital Management
Illinois
+$1.23M
5
LCM
Landscape Capital Management
New Jersey
+$710K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$7.23M
2
SIA
Sit Investment Associates
Minnesota
-$1.96M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.35M
4
HIG
Herr Investment Group
Texas
-$827K
5
Invesco
Invesco
Georgia
-$819K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$661K -$149K -10,344 -19%
SDWIA
27
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$638K +$4.1K +285 +0.7%
JSW
28
Journey Strategic Wealth
New Jersey
$611K -$57.6K -4,000 -9%
AWS
29
Atria Wealth Solutions
New York
$588K +$147K +10,213 +35%
Walleye Capital
30
Walleye Capital
New York
$542K +$524K +36,429 New
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$491K +$476K +33,051 New
MC
32
Moors & Cabot
Massachusetts
$422K -$72K -5,000 -15%
SXL
33
Summit X LLC
Missouri
$391K +$27.3K +1,895 +8%
BF
34
Brogan Financial
Tennessee
$383K +$370K +25,728 New
WAM
35
Weiss Asset Management
Massachusetts
$376K +$364K +25,287 New
WLPWM
36
Walled Lake Planning & Wealth Management
Illinois
$359K +$101K +7,035 +41%
CFA
37
Capstone Financial Advisors
Illinois
$359K – – –
ACP
38
Aviance Capital Partners
Florida
$359K -$17.7K -1,228 -5%
RJA
39
Raymond James & Associates
Florida
$323K -$4.78K -332 -2%
GC
40
Guggenheim Capital
Illinois
$309K -$2.87K -199 -0.9%
AFO
41
Allie Family Office
Florida
$297K – – –
LA
42
LM Advisors
California
$281K +$272K +18,917 New
CW
43
CreativeOne Wealth
Kansas
$263K +$255K +17,700 New
AC
44
Aristides Capital
Kentucky
$252K +$244K +16,961 New
OIA
45
Optimum Investment Advisors
Illinois
$242K -$14.3K -992 -6%
OC
46
Oppenheimer & Co
New York
$238K +$18.7K +1,300 +9%
RIA
47
Realta Investment Advisors
Delaware
$227K +$219K +15,234 New
CCG
48
Catalina Capital Group
California
$209K +$203K +14,080 New
PAG
49
Private Advisor Group
New Jersey
$208K +$5.54K +385 +3%
AWE
50
Avidian Wealth Enterprises
Texas
$208K – – –
1
2
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DLY Hedge Fund Activity: Q4 2023 in Review

73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q4 2023, worth a combined $174M — up 13% from $155M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DLY positions and 9 closed out — a net gain of 11 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was UBS Group, cutting an estimated $7.23M.

  • 73 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $174M of DoubleLine Yield Opportunities Fund stock for Q4 2023, up 13% quarter-over-quarter.
  • 20 funds opened new DoubleLine Yield Opportunities Fund positions in Q4 2023 and 9 closed out, a net change of +11 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $19.4M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q4 2023 was UBS Group, an estimated $7.23M sold.

Based on aggregated 13F filings for Q4 2023.