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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.86M |
| 2 |
Morgan Stanley
New York
|
+$1.48M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$748K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
+$376K |
| 5 |
Walleye Capital
New York
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIG
Herr Investment Group
Austin,
Texas
|
-$3.48M |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
-$3.03M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$1.2M |
| 4 |
Rockefeller Capital Management
New York
|
-$750K |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$419K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Millennium Management
New York
| – | -$364K | -22,839 | Closed |
|
77
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$329K | -20,639 | Closed |
|
|
LA
78
LM Advisors
San Diego,
California
| – | -$258K | -16,217 | Closed |
|
|
HIC
79
Hartline Investment Corp
Winnetka,
Illinois
| – | -$166K | -10,438 | Closed |
|
|
SWM
80
Spire Wealth Management
Mclean,
Virginia
| – | -$27.6K | -1,730 | Closed |
|
|
HCM
81
Hollencrest Capital Management
Newport Beach,
California
| – | -$26K | -1,666 | Closed |
|
82
US Bancorp
Minneapolis,
Minnesota
| – | -$3.19K | -200 | Closed |
|
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.