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DLY

DoubleLine Yield Opportunities Fund
DLY

79 hedge funds and large institutions have $157M invested in DoubleLine Yield Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

8% more funds holding

Funds holding: 73 → 79 (+6)

3.88% less ownership

Funds ownership: 24.46% → 20.58% (-3.9%)

10% less capital invested

Capital invested by funds: $174M → $157M (-$17.2M)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
27
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PI
PFG Investments
New York
+$2.93M
2
Wells Fargo
Wells Fargo
California
+$1.81M
3
EW
Evoke Wealth
California
+$1.43M
4
UBS Group
UBS Group
Switzerland
+$1.04M
5
PFA
Pathway Financial Advisers
Indiana
+$554K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$24.1M
2
PCM
Penserra Capital Management
California
-$6.65M
3
PMAM
Penn Mutual Asset Management
Pennsylvania
-$2.97M
4
PFA
Pettinga Financial Advisors
Indiana
-$1.77M
5
LCM
Landscape Capital Management
New Jersey
-$733K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
51
Avidian Wealth Enterprises
Texas
$223K – – –
BAM
52
Belpointe Asset Management
Nevada
$218K +$211K +13,675 New
CCG
53
Catalina Capital Group
California
$216K -$7.96K -517 -4%
TCWM
54
Total Clarity Wealth Management
Illinois
$189K +$182K +11,847 New
SFS
55
Shaker Financial Services
Virginia
$185K +$179K +11,600 New
BCA
56
Bay Colony Advisors
Massachusetts
$166K +$161K +10,438 New
HIC
57
Hartline Investment Corp
Illinois
$166K +$161K +10,438 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$164K +$159K +10,305 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$117K +$113K +7,350 New
AWM
60
Activest Wealth Management
Florida
$80.9K +$1.74K +113 +2%
T
61
Tidemark
California
$66.1K +$123 +8 +0.2%
HCM
62
Highlander Capital Management
New Jersey
$61.4K -$7.7K -500 -11%
LC
63
Lindbrook Capital
California
$41.4K – – –
LFG
64
Larson Financial Group
Missouri
$37.6K +$3.43K +223 +10%
SWM
65
Spire Wealth Management
Virginia
$27.6K +$385 +25 +1%
HCM
66
Hollencrest Capital Management
California
$26.6K +$8.35K +542 +48%
FWM
67
FSA Wealth Management
Massachusetts
$25.2K – – –
LTI
68
Laffer Tengler Investments
Tennessee
$20.7K +$20K +1,300 New
FMP
69
Financial Management Professionals
Texas
$20K +$585 +38 +3%
JPWM
70
Jamison Private Wealth Management
Georgia
$15.9K – – –
SS
71
Sunbelt Securities
Texas
$15.9K – – –
RCM
72
Raleigh Capital Management
North Carolina
$13.9K – – –
MFT
73
Moisand Fitzgerald Tamayo
Florida
$7.97K – – –
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$7.25K – – –
GWM
75
Geneos Wealth Management
Colorado
$7.17K – – –
1 2
3
4

DLY Hedge Fund Activity: Q1 2024 in Review

79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q1 2024, worth a combined $157M — down 9.8% from $174M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DLY positions and 13 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was PFG Investments, opening a new position worth an estimated $2.93M. The largest seller was Morgan Stanley, cutting an estimated $24.1M.

  • 79 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q1 2024, up from 73 in Q4 2023.
  • Funds reported $157M of DoubleLine Yield Opportunities Fund stock for Q1 2024, down 9.8% quarter-over-quarter.
  • 19 funds opened new DoubleLine Yield Opportunities Fund positions in Q1 2024 and 13 closed out, a net change of +6 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q1 2024 was PFG Investments, an estimated $2.93M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.