DoubleLine Yield Opportunities Fund
DLY
58 hedge funds and large institutions have $158M invested in DoubleLine Yield Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 12 closing their positions.
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
7% more funds holding
Funds holding: 54 → 58 (+4)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0.49% more ownership
Funds ownership: 24.67% → 25.16% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $160M → $158M (-$1.42M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$4.39M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.31M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$973K |
| 4 |
ACMA
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
+$967K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$832K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.75M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.34M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.89M |
| 4 |
GA
GraniteShares Advisors
New York
|
-$2.1M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.52M |
DLY Hedge Fund Activity: Q4 2022 in Review
58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q4 2022, worth a combined $158M — down 0.89% from $160M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DLY positions and 12 closed out — a net gain of 4 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was IEQ Capital, opening a new position worth an estimated $4.39M. The largest seller was Morgan Stanley, cutting an estimated $7.75M.
- 58 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q4 2022, up from 54 in Q3 2022.
- Funds reported $158M of DoubleLine Yield Opportunities Fund stock for Q4 2022, down 0.89% quarter-over-quarter.
- 16 funds opened new DoubleLine Yield Opportunities Fund positions in Q4 2022 and 12 closed out, a net change of +4 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q4 2022 was IEQ Capital, an estimated $4.39M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q4 2022 was Morgan Stanley, an estimated $7.75M sold.
Based on aggregated 13F filings for Q4 2022.