DoubleLine Yield Opportunities Fund
DLY
82 hedge funds and large institutions have $144M invested in DoubleLine Yield Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 9 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 16
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
6% more funds holding
Funds holding: 77 → 82 (+5)
0.19% more ownership
Funds ownership: 18.82% → 19.02% (+0.19%)
4% less capital invested
Capital invested by funds: $150M → $144M (-$5.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$823K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$738K |
| 4 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
+$574K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
-$5.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.67M |
| 3 |
Morgan Stanley
New York
|
-$1.35M |
| 4 |
Cohen & Steers
New York
|
-$1.23M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$423K |
DLY Hedge Fund Activity: Q4 2024 in Review
82 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Yield Opportunities Fund (DLY) for Q4 2024, worth a combined $144M — down 3.6% from $150M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DLY positions and 9 closed out — a net gain of 8 holders — while 33 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.39M. The largest seller was IEQ Capital, exiting entirely with an estimated $5.05M sold.
- 82 institutional investors held DoubleLine Yield Opportunities Fund (DLY) as of Q4 2024, up from 77 in Q3 2024.
- Funds reported $144M of DoubleLine Yield Opportunities Fund stock for Q4 2024, down 3.6% quarter-over-quarter.
- 17 funds opened new DoubleLine Yield Opportunities Fund positions in Q4 2024 and 9 closed out, a net change of +8 holders.
- The largest DoubleLine Yield Opportunities Fund buyer in Q4 2024 was Wells Fargo, an estimated $4.39M added.
- The largest DoubleLine Yield Opportunities Fund seller in Q4 2024 was IEQ Capital, an estimated $5.05M sold.
Based on aggregated 13F filings for Q4 2024.