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DLY

DoubleLine Yield Opportunities Fund
DLY

74 hedge funds and large institutions have $151M invested in DoubleLine Yield Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% less ownership

Funds ownership: 20.58% → 19.96% (-0.62%)

4% less capital invested

Capital invested by funds: $157M → $151M (-$6.29M)

6% less funds holding

Funds holding: 79 → 74 (-5)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.86M
2
Morgan Stanley
Morgan Stanley
New York
+$1.48M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$748K
4
WS
Wedbush Securities
California
+$376K
5
Walleye Capital
Walleye Capital
New York
+$277K

Top Sellers

Rank Fund Capital Flow
1
HIG
Herr Investment Group
Texas
-$3.48M
2
PI
PFG Investments
New York
-$3.03M
3
EW
Evoke Wealth
California
-$1.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$750K
5
PFA
Pettinga Financial Advisors
Indiana
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$205K -$187K -12,015 -48%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$191K +$28.1K +1,805 +18%
TCWM
53
Total Clarity Wealth Management
Illinois
$190K +$3.4K +218 +2%
OC
54
Oppenheimer & Co
New York
$183K -$40.5K -2,600 -18%
BCA
55
Bay Colony Advisors
Massachusetts
$168K +$3.41K +219 +2%
AWM
56
Activest Wealth Management
Florida
$121K +$40.2K +2,578 +51%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$118K – – –
T
58
Tidemark
California
$62.1K -$3.29K -211 -5%
LC
59
Lindbrook Capital
California
$41K – – –
LFG
60
Larson Financial Group
Missouri
$37.3K +$16 +1 +0%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$34.7K +$34.3K +2,198 New
ADL
62
Asset Dedication LLC
California
$30.7K +$30.3K +1,944 New
LTI
63
Laffer Tengler Investments
Tennessee
$20.5K – – –
FMP
64
Financial Management Professionals
Texas
$20K +$436 +28 +2%
JPWM
65
Jamison Private Wealth Management
Georgia
$15.8K – – –
SS
66
Sunbelt Securities
Texas
$15.8K – – –
CP
67
Camelot Portfolios
Ohio
$15.8K +$15.6K +1,000 New
RCM
68
Raleigh Capital Management
North Carolina
$13.8K – – –
MFT
69
Moisand Fitzgerald Tamayo
Florida
$7.89K – – –
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$7.18K – – –
GWM
71
Geneos Wealth Management
Colorado
$7.1K – – –
AF
72
Allworth Financial
California
$6.08K – – –
HI
73
Harbour Investments
Wisconsin
$5.96K +$140 +9 +2%
PA
74
Parallel Advisors
California
$402 – – –
PI
75
PFG Investments
New York
– -$3.03M -189,967 Closed
1 2
3
4

DLY Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q2 2024, worth a combined $151M — down 4% from $157M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DLY and 6 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 22 added.

The largest buyer was Wells Fargo, adding an estimated $2.86M. The largest seller was Herr Investment Group, cutting an estimated $3.48M.

  • 74 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $151M of DoubleLine Yield Opportunities Fund stock for Q2 2024, down 4% quarter-over-quarter.
  • 6 funds opened new DoubleLine Yield Opportunities Fund positions in Q2 2024 and 8 closed out, a net change of -2 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q2 2024 was Wells Fargo, an estimated $2.86M added.
  • The largest DoubleLine Yield Opportunities Fund seller in Q2 2024 was Herr Investment Group, an estimated $3.48M sold.

Based on aggregated 13F filings for Q2 2024.