DoubleLine Yield Opportunities Fund
DLY
79 hedge funds and large institutions have $157M invested in DoubleLine Yield Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
8% more funds holding
Funds holding: 73 → 79 (+6)
3.88% less ownership
Funds ownership: 24.46% → 20.58% (-3.9%)
10% less capital invested
Capital invested by funds: $174M → $157M (-$17.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
+$2.93M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.81M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$1.43M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.04M |
| 5 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
+$554K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$24.1M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$6.65M |
| 3 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
-$2.97M |
| 4 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$1.77M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$733K |
DLY Hedge Fund Activity: Q1 2024 in Review
79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q1 2024, worth a combined $157M — down 9.8% from $174M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DLY positions and 13 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.
The largest buyer was PFG Investments, opening a new position worth an estimated $2.93M. The largest seller was Morgan Stanley, cutting an estimated $24.1M.
- 79 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q1 2024, up from 73 in Q4 2023.
- Funds reported $157M of DoubleLine Yield Opportunities Fund stock for Q1 2024, down 9.8% quarter-over-quarter.
- 19 funds opened new DoubleLine Yield Opportunities Fund positions in Q1 2024 and 13 closed out, a net change of +6 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q1 2024 was PFG Investments, an estimated $2.93M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2024.