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.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — DLY

Based on 95 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 (98% of max)

98% of all-time peak
95 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 — +36% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+36% 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 buying41 selling
Last quarter: 45 funds bought or added vs 41 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.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 25% medium 29% new
43 out of 95 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.
🏛️

Veteran-anchored — 49% veterans vs 33% newcomers

49% veterans 18% 1-2yr 33% new
Entry-cohort mix of 95 holders: 47 (49%) are 2+ year veterans, 17 entered 1–2 years ago, and 31 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
11 of 95 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 41 reduced or exited (28 trimmed, 13 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: -2 funds (more exits than new entries). Total institutional holders: 95.

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 · 88d ago
DLY
nan%
XLF
nan%

DLY outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
DLY
nan%
XLF
nan%

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

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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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 DLY holders by conviction (% of portfolio weight) — 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 Maridea Wealth Management LLC 0.27% 135,157 $1.9M
9 Robinson Capital Management, LLC 0.25% 42,032 $600K
10 Gridiron Partners, LLC 0.24% 28,396 $395K
11 Journey Advisory Group, LLC 0.24% 198,768 $2.8M
12 Schwarz Dygos Wheeler Investment Advisors LLC 0.21% 74,377 $1.0M
13 Closed-End Fund Advisors, Inc. 0.20% 14,349 $200K
14 Walled Lake Planning & Wealth Management, LLC 0.16% 40,142 $559K
15 Adalta Capital Management LLC 0.13% 19,684 $274K
16 Pathway Financial Advisers, LLC 0.13% 32,638 $454K
17 Catalina Capital Group, LLC 0.11% 13,597 $189K
18 Rivernorth Capital Management, LLC 0.10% 146,139 $2.0M
19 Independent Financial Group, LLC 0.09% 225,745 $3.1M
20 Redwood Park Advisors LLC 0.09% 9,715 $135K
21 Aviance Capital Partners, LLC 0.07% 43,525 $606K
22 Allie Family Office LLC 0.06% 10,000 $139K
23 Mpwm Advisory Solutions, LLC 0.05% 7,196 $100K
24 Blackhawk Capital Partners, LLC 0.05% 10,350 $144K
25 Blueprint Financial Advisors LLC 0.04% 18,000 $251K
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 41 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 95 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?

45% of holders stayed for 2+ years: 43 out of 95 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 nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DLY has gained nan% vs nan% 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.

Full history →