DoubleLine Yield Opportunities Fund
DLY
22 hedge funds and large institutions have $81.2M invested in DoubleLine Yield Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
46% more capital invested
Capital invested by funds: $55.6M → $81.2M (+$25.5M)
29% more funds holding
Funds holding: 17 → 22 (+5)
2.79% more ownership
Funds ownership: 6.86% → 9.65% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.83M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.53M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.63M |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$2.27M |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.4M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$212K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$188K |
| 4 |
TI
tru Independence
Portland,
Oregon
|
-$3K |
DLY Hedge Fund Activity: Q3 2020 in Review
22 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q3 2020, worth a combined $81.2M — up 46% from $55.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DLY positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $7.83M. The largest seller was Morgan Stanley, cutting an estimated $1.4M.
- 22 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q3 2020, up from 17 in Q2 2020.
- Funds reported $81.2M of DoubleLine Yield Opportunities Fund stock for Q3 2020, up 46% quarter-over-quarter.
- 7 funds opened new DoubleLine Yield Opportunities Fund positions in Q3 2020 and 2 closed out, a net change of +5 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q3 2020 was Bank of America, an estimated $7.83M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2020.