DoubleLine Yield Opportunities Fund
DLY
63 hedge funds and large institutions have $155M invested in DoubleLine Yield Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
21% more funds holding
Funds holding: 52 → 63 (+11)
5% less capital invested
Capital invested by funds: $163M → $155M (-$7.8M)
1.42% less ownership
Funds ownership: 23.36% → 21.93% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.41M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$687K |
| 3 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$369K |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$363K |
| 5 |
Millennium Management
New York
|
+$355K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$5.54M |
| 2 |
Morgan Stanley
New York
|
-$5.51M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.61M |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$1.4M |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$1.04M |
DLY Hedge Fund Activity: Q3 2023 in Review
63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q3 2023, worth a combined $155M — down 4.8% from $163M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DLY positions and 1 closed out — a net gain of 11 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.41M. The largest seller was Penserra Capital Management, cutting an estimated $5.54M.
- 63 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q3 2023, up from 52 in Q2 2023.
- Funds reported $155M of DoubleLine Yield Opportunities Fund stock for Q3 2023, down 4.8% quarter-over-quarter.
- 12 funds opened new DoubleLine Yield Opportunities Fund positions in Q3 2023 and 1 closed out, a net change of +11 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q3 2023 was Wells Fargo, an estimated $2.41M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q3 2023 was Penserra Capital Management, an estimated $5.54M sold.
Based on aggregated 13F filings for Q3 2023.