DoubleLine Yield Opportunities Fund
DLY
71 hedge funds and large institutions have $166M invested in DoubleLine Yield Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 16 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
15% more capital invested
Capital invested by funds: $144M → $166M (+$21.4M)
2.29% more ownership
Funds ownership: 19.02% → 21.3% (+2.3%)
13% less funds holding
Funds holding: 82 → 71 (-11)
56% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$3.18M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.49M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
| 5 |
LPL Financial
San Diego,
California
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.59M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$955K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$804K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$400K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$331K |
DLY Hedge Fund Activity: Q1 2025 in Review
71 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q1 2025, worth a combined $166M — up 15% from $144M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of DLY and 7 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 27 added.
The largest buyer was Journey Advisory Group, opening a new position worth an estimated $3.18M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $1.59M.
- 71 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q1 2025, down from 82 in Q4 2024.
- Funds reported $166M of DoubleLine Yield Opportunities Fund stock for Q1 2025, up 15% quarter-over-quarter.
- 7 funds opened new DoubleLine Yield Opportunities Fund positions in Q1 2025 and 16 closed out, a net change of -9 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q1 2025 was Journey Advisory Group, an estimated $3.18M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q1 2025 was CAPTRUST Financial Advisors, an estimated $1.59M sold.
Based on aggregated 13F filings for Q1 2025.