DoubleLine Yield Opportunities Fund
DLY
17 hedge funds and large institutions have $55.6M invested in DoubleLine Yield Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
54% more capital invested
Capital invested by funds: $36.1M → $55.6M (+$19.6M)
21% more funds holding
Funds holding: 14 → 17 (+3)
2.73% more ownership
Funds ownership: 4.13% → 6.86% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.78M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.96M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.02M |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$950K |
| 3 |
JG
Jefferies Group
New York
|
-$55.6K |
| 4 |
Citigroup
New York
|
-$23K |
DLY Hedge Fund Activity: Q2 2020 in Review
17 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q2 2020, worth a combined $55.6M — up 54% from $36.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DLY positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $2.02M.
- 17 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q2 2020, up from 14 in Q1 2020.
- Funds reported $55.6M of DoubleLine Yield Opportunities Fund stock for Q2 2020, up 54% quarter-over-quarter.
- 5 funds opened new DoubleLine Yield Opportunities Fund positions in Q2 2020 and 2 closed out, a net change of +3 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q2 2020 was Morgan Stanley, an estimated $12.6M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q2 2020 was Wells Fargo, an estimated $2.02M sold.
Based on aggregated 13F filings for Q2 2020.