DoubleLine Yield Opportunities Fund
DLY
73 hedge funds and large institutions have $174M invested in DoubleLine Yield Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
16% more funds holding
Funds holding: 63 → 73 (+10)
13% more capital invested
Capital invested by funds: $155M → $174M (+$19.5M)
2.53% more ownership
Funds ownership: 21.93% → 24.46% (+2.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.77M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.33M |
| 4 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$1.23M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.23M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.96M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.35M |
| 4 |
HIG
Herr Investment Group
Austin,
Texas
|
-$827K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$819K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
76
Atlas Wealth
Cincinnati,
Ohio
| – | -$756K | -51,296 | Closed |
|
|
EW
77
Evoke Wealth
Los Angeles,
California
| – | -$681K | -46,200 | Closed |
|
|
PFA
78
Pathway Financial Advisers
Auburn,
Indiana
| – | -$540K | -36,679 | Closed |
|
79
JP Morgan Chase
New York
| – | -$513K | -34,833 | Closed |
|
80
Millennium Management
New York
| – | -$359K | -24,370 | Closed |
|
|
IWC
81
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$184K | -12,502 | Closed |
|
82
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9.87K | -670 | Closed |
|
DLY Hedge Fund Activity: Q4 2023 in Review
73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q4 2023, worth a combined $174M — up 13% from $155M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DLY positions and 9 closed out — a net gain of 11 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was UBS Group, cutting an estimated $7.23M.
- 73 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q4 2023, up from 63 in Q3 2023.
- Funds reported $174M of DoubleLine Yield Opportunities Fund stock for Q4 2023, up 13% quarter-over-quarter.
- 20 funds opened new DoubleLine Yield Opportunities Fund positions in Q4 2023 and 9 closed out, a net change of +11 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $19.4M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q4 2023 was UBS Group, an estimated $7.23M sold.
Based on aggregated 13F filings for Q4 2023.