DoubleLine Yield Opportunities Fund
DLY
38 hedge funds and large institutions have $187M invested in DoubleLine Yield Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
12% more capital invested
Capital invested by funds: $167M → $187M (+$19.6M)
6% more funds holding
Funds holding: 36 → 38 (+2)
1.27% more ownership
Funds ownership: 18.25% → 19.52% (+1.3%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.42M |
| 2 |
Morgan Stanley
New York
|
+$5.18M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.75M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.16M |
| 5 |
Cohen & Steers
New York
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$6.64M |
| 2 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
-$3.6M |
| 3 |
RVPG
Relative Value Partners Group
|
-$2.12M |
| 4 |
JG
Jefferies Group
New York
|
-$1.34M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.05M |
DLY Hedge Fund Activity: Q2 2021 in Review
38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q2 2021, worth a combined $187M — up 12% from $167M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DLY positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was UBS Group, adding an estimated $6.42M. The largest seller was Litman Gregory Wealth Management, cutting an estimated $6.64M.
- 38 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q2 2021, up from 36 in Q1 2021.
- Funds reported $187M of DoubleLine Yield Opportunities Fund stock for Q2 2021, up 12% quarter-over-quarter.
- 8 funds opened new DoubleLine Yield Opportunities Fund positions in Q2 2021 and 6 closed out, a net change of +2 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q2 2021 was UBS Group, an estimated $6.42M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q2 2021 was Litman Gregory Wealth Management, an estimated $6.64M sold.
Based on aggregated 13F filings for Q2 2021.