Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DOUBLELINE YIELD OPPORTUNITI (DLY)

94 + Investors. Track Smart Money conviction in DLY. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — DLY

Based on 94 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DLY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
94 hedge funds hold DLY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

45 buying42 selling
Last quarter: 45 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 19 → 22 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 24% medium 30% new
43 out of 94 hedge funds have held DLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +7%, value -12%

Value
-12%
Shares
+6%
Last quarter: funds added +7% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~11 new funds/quarter

8 → 14 → 19 → 22 → 11 new funds/Q
New funds entering each quarter: 14 → 19 → 22 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 50% of holders stayed 2+ years

50% veterans 17% 1-2yr 33% new
Of 94 current holders: 47 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
11 of 94 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in DLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DLY

In 2026 Q1, 45 hedge funds were net buyers of DLY (11 opened a new position, 34 added to an existing one), while 42 reduced or exited (28 trimmed, 14 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 62% of total institutional value in DLY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 94.

Hedge Fund Ownership: DLY

How many hedge funds hold DLY — quarterly history vs. share price
Quarterly hedge fund ownership of DLY vs. share price

Market Analysis: DLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DLY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy DOUBLELINE YIELD OPPORTUNITI (DLY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DLY has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
DLY
+17.0%
XLF
+4.6%

DLY outperformed XLF by +12.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
DLY
+0.8%
XLF
+1.1%

Since the filing became public, DLY outperformed XLF by -0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: DLY
94 + Investors

Track Smart Money conviction in DLY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 94 97 -3.09%
13F Shares 14M 13M 6.9%
Total Value $165M $187M -12.02%
New Positions 11 22 -11
Increased Positions 34 29 +5
Closed Positions 14 14 -
Reduced Positions 28 29 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DLY

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Institutional Holders (2026 Q1)

94 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DLY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of DLY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rareview Capital LLC 1.54% 168,388 $2.6M
2 Logan Stone Capital, LLC 1.24% 321,148 $4.5M
3 Shaker Financial Services, LLC 0.94% 194,632 $2.7M
4 Noble Wealth Management PBC 0.70% 100,135 $1.4M
5 Pettinga Financial Advisors LLC 0.48% 183,203 $2.6M
6 Creekside Partners 0.38% 67,168 $935K
7 1607 Capital Partners, LLC 0.32% 321,532 $4.5M
8 SIT INVESTMENT ASSOCIATES INC 0.29% 1,024,038 $14K
9 Maridea Wealth Management LLC 0.27% 135,157 $1.9M
10 ROBINSON CAPITAL MANAGEMENT, LLC 0.25% 42,032 $600K
11 Gridiron Partners, LLC 0.24% 28,396 $395K
12 Journey Advisory Group, LLC 0.24% 198,768 $2.8M
13 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.21% 74,377 $1.0M
14 Closed-End Fund Advisors, Inc. 0.20% 14,349 $200K
15 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.16% 40,142 $559K
16 Adalta Capital Management LLC 0.13% 19,684 $274K
17 Pathway Financial Advisers, LLC 0.13% 32,638 $454K
18 Catalina Capital Group, LLC 0.11% 13,597 $189K
19 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.10% 146,139 $2.0M
20 INDEPENDENT FINANCIAL GROUP, LLC 0.09% 225,745 $3.1M
21 Redwood Park Advisors LLC 0.09% 9,715 $135K
22 Penserra Capital Management LLC 0.09% 550,342 $8K
23 Aviance Capital Partners, LLC 0.07% 43,525 $606K
24 Allie Family Office LLC 0.06% 10,000 $139K
25 MPWM ADVISORY SOLUTIONS, LLC 0.05% 7,196 $100K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DOUBLELINE YIELD OPPORTUNITI (DLY)

What does the Smart Money Trend signal show for DLY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DLY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DLY?

Slight buying edge — 52% buying: Last quarter: 45 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DLY holders?

Elite ownership — 62% AUM from top-100 funds: 11 of 94 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in DLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DLY?

46% of holders stayed for 2+ years: 43 out of 94 hedge funds have held DLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy DOUBLELINE YIELD OPPORTUNITI (DLY) following the 2026 Q1 hedge fund 13F filings?

As of today, DLY has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), DLY has gained +17.0% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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