DoubleLine Yield Opportunities Fund
DLY
82 hedge funds and large institutions have $144M invested in DoubleLine Yield Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
6% more funds holding
Funds holding: 77 → 82 (+5)
4% less capital invested
Capital invested by funds: $150M → $144M (-$5.35M)
1.06% less ownership
Funds ownership: 20.08% → 19.02% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$823K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$738K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$426K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
-$9.21M |
| 2 |
IC
IEQ Capital
Foster City,
California
|
-$5.05M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.67M |
| 4 |
Morgan Stanley
New York
|
-$1.35M |
| 5 |
Cohen & Steers
New York
|
-$1.23M |
DLY Hedge Fund Activity: Q4 2024 in Review
82 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q4 2024, worth a combined $144M — down 3.6% from $150M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DLY positions and 9 closed out — a net gain of 8 holders — while 32 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.39M. The largest seller was Pathway Financial Advisers, cutting an estimated $9.21M.
- 82 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q4 2024, up from 77 in Q3 2024.
- Funds reported $144M of DoubleLine Yield Opportunities Fund stock for Q4 2024, down 3.6% quarter-over-quarter.
- 17 funds opened new DoubleLine Yield Opportunities Fund positions in Q4 2024 and 9 closed out, a net change of +8 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q4 2024 was Wells Fargo, an estimated $4.39M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q4 2024 was Pathway Financial Advisers, an estimated $9.21M sold.
Based on aggregated 13F filings for Q4 2024.