DoubleLine Yield Opportunities Fund
DLY
77 hedge funds and large institutions have $150M invested in DoubleLine Yield Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 10 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
4% more funds holding
Funds holding: 74 → 77 (+3)
1% less capital invested
Capital invested by funds: $151M → $150M (-$1.28M)
1.13% less ownership
Funds ownership: 19.96% → 18.82% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.42M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
+$1.24M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.15M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$326K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.36M |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$1.06M |
| 4 |
Rockefeller Capital Management
New York
|
-$884K |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$712K |
DLY Hedge Fund Activity: Q3 2024 in Review
77 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q3 2024, worth a combined $150M — down 0.85% from $151M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DLY positions and 10 closed out — a net gain of 4 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $2.42M. The largest seller was Royal Bank of Canada, cutting an estimated $2.9M.
- 77 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q3 2024, up from 74 in Q2 2024.
- Funds reported $150M of DoubleLine Yield Opportunities Fund stock for Q3 2024, down 0.85% quarter-over-quarter.
- 14 funds opened new DoubleLine Yield Opportunities Fund positions in Q3 2024 and 10 closed out, a net change of +4 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q3 2024 was World Investment Advisors, an estimated $2.42M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $2.9M sold.
Based on aggregated 13F filings for Q3 2024.