DoubleLine Yield Opportunities Fund
DLY
54 hedge funds and large institutions have $164M invested in DoubleLine Yield Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 12 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
4% more capital invested
Capital invested by funds: $158M → $164M (+$6.08M)
0.55% less ownership
Funds ownership: 25.16% → 24.61% (-0.55%)
7% less funds holding
Funds holding: 58 → 54 (-4)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.75M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.54M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.42M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$848K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$840K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.81M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.44M |
| 3 |
Cohen & Steers
New York
|
-$2.04M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.93M |
| 5 |
FM
Family Management
New York
|
-$1.15M |
DLY Hedge Fund Activity: Q1 2023 in Review
54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q1 2023, worth a combined $164M — up 3.8% from $158M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DLY and 8 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 23 added.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $2.75M. The largest seller was Morgan Stanley, cutting an estimated $2.81M.
- 54 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q1 2023, down from 58 in Q4 2022.
- Funds reported $164M of DoubleLine Yield Opportunities Fund stock for Q1 2023, up 3.8% quarter-over-quarter.
- 8 funds opened new DoubleLine Yield Opportunities Fund positions in Q1 2023 and 12 closed out, a net change of -4 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $2.75M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q1 2023 was Morgan Stanley, an estimated $2.81M sold.
Based on aggregated 13F filings for Q1 2023.