DoubleLine Yield Opportunities Fund
DLY
52 hedge funds and large institutions have $163M invested in DoubleLine Yield Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.
1% less capital invested
Capital invested by funds: $164M → $163M (-$1.54M)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
1.25% less ownership
Funds ownership: 24.61% → 23.36% (-1.3%)
4% less funds holding
Funds holding: 54 → 52 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.34M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$698K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$373K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$332K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.47M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.64M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.94M |
| 4 |
Morgan Stanley
New York
|
-$918K |
| 5 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$882K |
DLY Hedge Fund Activity: Q2 2023 in Review
52 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q2 2023, worth a combined $163M — down 0.94% from $164M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DLY and 3 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 19 added.
The largest buyer was Wells Fargo, adding an estimated $3.34M. The largest seller was Allspring Global Investments, cutting an estimated $3.47M.
- 52 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q2 2023, down from 54 in Q1 2023.
- Funds reported $163M of DoubleLine Yield Opportunities Fund stock for Q2 2023, down 0.94% quarter-over-quarter.
- 3 funds opened new DoubleLine Yield Opportunities Fund positions in Q2 2023 and 4 closed out, a net change of -1 holder.
- The largest DoubleLine Yield Opportunities Fund buyer in Q2 2023 was Wells Fargo, an estimated $3.34M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q2 2023 was Allspring Global Investments, an estimated $3.47M sold.
Based on aggregated 13F filings for Q2 2023.