DoubleLine Yield Opportunities Fund
DLY
77 hedge funds and large institutions have $150M invested in DoubleLine Yield Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 10 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
4% more funds holding
Funds holding: 74 → 77 (+3)
0.13% more ownership
Funds ownership: 19.96% → 20.08% (+0.13%)
1% less capital invested
Capital invested by funds: $151M → $150M (-$1.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
+$9.23M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.42M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$1.24M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.15M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.36M |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$1.06M |
| 4 |
Rockefeller Capital Management
New York
|
-$884K |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$712K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
76
Parallel Advisors
San Francisco,
California
| $431 | +$16 | +1 | +4% |
|
77
Fidelity Investments
Boston,
Massachusetts
| $17 | +$16 | +1 | New |
|
|
VCM
78
Vivaldi Capital Management
Chicago,
Illinois
| – | -$1.06M | -67,349 | Closed |
|
|
PFA
79
Pettinga Financial Advisors
Evansville,
Indiana
| – | -$712K | -45,102 | Closed |
|
|
CFA
80
Capstone Financial Advisors
Downers Grove,
Illinois
| – | -$381K | -24,144 | Closed |
|
|
GC
81
Guggenheim Capital
Chicago,
Illinois
| – | -$311K | -19,687 | Closed |
|
82
Walleye Capital
New York
| – | -$281K | -17,789 | Closed |
|
|
RIA
83
Realta Investment Advisors
Wilmington,
Delaware
| – | -$256K | -16,195 | Closed |
|
|
SFS
84
Shaker Financial Services
Arlington,
Virginia
| – | -$212K | -13,431 | Closed |
|
85
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$34.7K | -2,198 | Closed |
|
|
LTI
86
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$20.5K | -1,300 | Closed |
|
|
CP
87
Camelot Portfolios
Maumee,
Ohio
| – | -$15.8K | -1,000 | Closed |
|
DLY Hedge Fund Activity: Q3 2024 in Review
77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q3 2024, worth a combined $150M — down 0.85% from $151M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DLY positions and 10 closed out — a net gain of 4 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Pathway Financial Advisers, adding an estimated $9.23M. The largest seller was Royal Bank of Canada, cutting an estimated $2.9M.
- 77 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q3 2024, up from 74 in Q2 2024.
- Funds reported $150M of DoubleLine Yield Opportunities Fund stock for Q3 2024, down 0.85% quarter-over-quarter.
- 14 funds opened new DoubleLine Yield Opportunities Fund positions in Q3 2024 and 10 closed out, a net change of +4 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q3 2024 was Pathway Financial Advisers, an estimated $9.23M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $2.9M sold.
Based on aggregated 13F filings for Q3 2024.