Who Owns DLY?
DoubleLine Yield Opportunities Fund — Institutional Ownership & 13F Holdings
$14.19
+0.01 (+0.06%)
Market Cap
$713.0M
Shares Outstanding
48,539,382
Institutional Holders
72
Total Inst. Value
$153.6M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
14
Closed Positions
17
Increased
24
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $33.2M | 2,061,175 |
| 2 | WELLS FARGO & COMPANY/MN | $30.5M | 1,892,618 |
| 3 | UBS Group AG | $18.2M | 1,131,885 |
| 4 | LeConte Wealth Management, LLCNew | $15.7M | 972,938 |
| 5 | ROYAL BANK OF CANADA | $9.3M | 579,578 |
| 6 | HighTower Advisors, LLC | $7.3M | 454,695 |
| 7 | World Investment Advisors | $4.8M | 299,350 |
| 8 | RAYMOND JAMES FINANCIAL INC | $4.4M | 272,807 |
| 9 | Journey Advisory Group, LLCNew | $3.2M | 197,706 |
| 10 | COHEN & STEERS, INC. | $2.8M | 175,007 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +15K | $30.5M |
| UBS Group AG | +803 | $18.2M |
| LeConte Wealth Management, LLCNew | +973K | $15.7M |
| ROYAL BANK OF CANADA | +64K | $9.3M |
| World Investment Advisors | +124K | $4.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | -99K | $2K |
| Atria Wealth Solutions, Inc. | -25K | $857 |
| MORGAN STANLEY | -20K | $33.2M |
| Rockefeller Capital Management L.P. | -14K | $560K |
| BANK OF AMERICA CORP /DE/ | -12K | $2.6M |
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Frequently Asked Questions
How many institutional investors hold DLY?
As of Q1 2025, 72 institutional investors report holding DLY (DoubleLine Yield Opportunities Fund) in their 13F filings.
Which hedge fund owns the most DLY?
The largest institutional holder of DLY is MORGAN STANLEY with $33.2M in shares.
Are institutions buying or selling DLY?
This quarter, 14 institutions opened new positions in DLY and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.