DoubleLine Yield Opportunities Fund
DLY
50 hedge funds and large institutions have $223M invested in DoubleLine Yield Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
28% more funds holding
Funds holding: 39 → 50 (+11)
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
12% more capital invested
Capital invested by funds: $200M → $223M (+$23.6M)
3.11% more ownership
Funds ownership: 21.79% → 24.9% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.78M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.46M |
| 3 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
+$2.52M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.3M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.93M |
| 2 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$1.65M |
| 3 |
Morgan Stanley
New York
|
-$1.51M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.24M |
| 5 |
Rockefeller Capital Management
New York
|
-$583K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPWS
51
Kestra Private Wealth Services
Austin,
Texas
| – | -$231K | -12,078 | Closed |
|
|
BRWM
52
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$228K | -11,926 | Closed |
|
53
JP Morgan Chase
New York
| – | -$191K | -10,000 | Closed |
|
|
FIA
54
FNY Investment Advisers
New York
| – | -$112K | -5,871 | Closed |
|
|
CI
55
CX Institutional
Auburn,
Indiana
| – | -$58K | -3,014 | Closed |
|
|
AF
56
Allworth Financial
Folsom,
California
| – | -$56K | -2,918 | Closed |
|
|
AWA
57
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -109 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | +$76 | +4 | New |
|
|
PA
59
Parallel Advisors
San Francisco,
California
| – | +$382 | +20 | New |
|
DLY Hedge Fund Activity: Q4 2021 in Review
50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q4 2021, worth a combined $223M — up 12% from $200M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DLY positions and 9 closed out — a net gain of 11 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was UBS Group, adding an estimated $5.78M. The largest seller was Wells Fargo, cutting an estimated $3.93M.
- 50 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $223M of DoubleLine Yield Opportunities Fund stock for Q4 2021, up 12% quarter-over-quarter.
- 20 funds opened new DoubleLine Yield Opportunities Fund positions in Q4 2021 and 9 closed out, a net change of +11 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q4 2021 was UBS Group, an estimated $5.78M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q4 2021 was Wells Fargo, an estimated $3.93M sold.
Based on aggregated 13F filings for Q4 2021.