DoubleLine Yield Opportunities Fund
DLY
39 hedge funds and large institutions have $200M invested in DoubleLine Yield Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 5 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $187M → $200M (+$12.6M)
3% more funds holding
Funds holding: 38 → 39 (+1)
2.27% more ownership
Funds ownership: 19.52% → 21.79% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$7.6M |
| 2 |
Rockefeller Capital Management
New York
|
+$6.95M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.68M |
| 4 |
Cohen & Steers
New York
|
+$3.3M |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$4.56M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.13M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.19M |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$650K |
| 5 |
RVPG
Relative Value Partners Group
|
-$445K |
DLY Hedge Fund Activity: Q3 2021 in Review
39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q3 2021, worth a combined $200M — up 6.7% from $187M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DLY positions and 5 closed out — a net gain of 2 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Litman Gregory Wealth Management, adding an estimated $7.6M. The largest seller was Penserra Capital Management, cutting an estimated $4.56M.
- 39 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q3 2021, up from 38 in Q2 2021.
- Funds reported $200M of DoubleLine Yield Opportunities Fund stock for Q3 2021, up 6.7% quarter-over-quarter.
- 7 funds opened new DoubleLine Yield Opportunities Fund positions in Q3 2021 and 5 closed out, a net change of +2 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q3 2021 was Litman Gregory Wealth Management, an estimated $7.6M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q3 2021 was Penserra Capital Management, an estimated $4.56M sold.
Based on aggregated 13F filings for Q3 2021.