DoubleLine Yield Opportunities Fund
DLY
57 hedge funds and large institutions have $176M invested in DoubleLine Yield Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
10% more funds holding
Funds holding: 52 → 57 (+5)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
0.05% more ownership
Funds ownership: 25.54% → 25.58% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
14% less capital invested
Capital invested by funds: $204M → $176M (-$28.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.67M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.44M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.49M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.26M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$992K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$7.28M |
| 2 |
Rockefeller Capital Management
New York
|
-$1.66M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$954K |
| 4 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$625K |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$498K |
DLY Hedge Fund Activity: Q2 2022 in Review
57 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q2 2022, worth a combined $176M — down 14% from $204M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DLY positions and 6 closed out — a net gain of 6 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was Punch & Associates Investment Management, cutting an estimated $7.28M.
- 57 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q2 2022, up from 52 in Q1 2022.
- Funds reported $176M of DoubleLine Yield Opportunities Fund stock for Q2 2022, down 14% quarter-over-quarter.
- 12 funds opened new DoubleLine Yield Opportunities Fund positions in Q2 2022 and 6 closed out, a net change of +6 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $7.67M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q2 2022 was Punch & Associates Investment Management, an estimated $7.28M sold.
Based on aggregated 13F filings for Q2 2022.