We are live on ! Find out more
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
LC
51
Lindbrook Capital
California
$38.3K -$5.82K -400 -13%
FMP
52
Financial Management Professionals
Texas
$17K +$407 +28 +2%
HCM
53
Hollencrest Capital Management
California
$14.8K +$14.6K +1,004 New
JPWM
54
Jamison Private Wealth Management
Georgia
$14.7K +$14.5K +1,000 New
SS
55
Sunbelt Securities
Texas
$14.7K +$14.5K +1,000 New
LFG
56
Larson Financial Group
Missouri
$12.4K – – –
RCM
57
Raleigh Capital Management
North Carolina
$10.3K +$4.95K +340 +94%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$9.87K – – –
MFT
59
Moisand Fitzgerald Tamayo
Florida
$7.37K – – –
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$6.7K – – –
GWM
61
Geneos Wealth Management
Colorado
$6.63K – – –
HI
62
Harbour Investments
Wisconsin
$5.16K +$5.09K +350 New
PA
63
Parallel Advisors
California
$348 – – –
ACMA
64
Arbor Capital Management (Alaska)
Alaska
– -$988K -67,936 Closed
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.