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DLY

DoubleLine Yield Opportunities Fund
DLY

14 hedge funds and large institutions have $36.1M invested in DoubleLine Yield Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

4.13% more ownership

Funds ownership: 0% → 4.13% (+4.1%)

Holders
14
Holders Change
+14
Holders Change %
–
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$12.1M
2
Morgan Stanley
Morgan Stanley
New York
+$9.79M
3
PMAM
Penn Mutual Asset Management
Pennsylvania
+$4.75M
4
Wells Fargo
Wells Fargo
California
+$4.34M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.4M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$12.1M +$12.1M +639,407 New
Morgan Stanley
2
Morgan Stanley
New York
$9.8M +$9.79M +515,845 New
PMAM
3
Penn Mutual Asset Management
Pennsylvania
$4.75M +$4.75M +250,000 New
Wells Fargo
4
Wells Fargo
California
$4.35M +$4.34M +228,725 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.4M +$1.4M +73,800 New
JG
6
Jefferies Group
New York
$1.24M +$1.24M +65,125 New
Hudson Bay Capital Management
7
Hudson Bay Capital Management
Connecticut
$950K +$949K +50,000 New
WS
8
Wedbush Securities
California
$559K +$558K +29,400 New
EW
9
Evoke Wealth
California
$315K +$315K +16,575 New
Stifel Financial
10
Stifel Financial
Missouri
$292K +$291K +15,350 New
Bank of America
11
Bank of America
North Carolina
$128K +$128K +6,742 New
LGWM
12
Litman Gregory Wealth Management
California
$57K +$57K +3,000 New
PFO
13
Pathstone Family Office
New Jersey
$57K +$57K +3,000 New
Citigroup
14
Citigroup
New York
$23K +$22.8K +1,201 New

DLY Hedge Fund Activity: Q1 2020 in Review

14 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q1 2020, worth a combined $36.1M.

Buyers outnumbered sellers: 14 funds opened new DLY positions and 0 closed out — a net gain of 14 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $12.1M.

  • 14 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q1 2020, up from 0 in Q4 2019.
  • Funds reported $36.1M of DoubleLine Yield Opportunities Fund stock for Q1 2020.
  • 14 funds opened new DoubleLine Yield Opportunities Fund positions in Q1 2020 and 0 closed out, a net change of +14 holders.
  • The largest DoubleLine Yield Opportunities Fund buyer in Q1 2020 was UBS Group, an estimated $12.1M added.

Based on aggregated 13F filings for Q1 2020.