Polar Asset Management Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Polar Asset Management Partners’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-285,335	Closed	-$4.3M	–	713
2025 Q3	$4.3M	Buy	285,335 +6,385	+2%	+$98.4K	0.05%	275
2025 Q2	$4.35M	Buy	+278,950	New	+$4.28M	0.07%	214

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Polar Asset Management Partners's DLY Position: Q4 2025 in Review

Polar Asset Management Partners sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2025, closing a stake of 285,335 shares — an estimated $4.3M sold.

Polar Asset Management Partners first reported a position in DLY in Q2 2025 and held it in 2 quarters. The position peaked at $4.35M in Q2 2025. 100 funds tracked by Wall St. Rank hold DLY as of Q4 2025.

Polar Asset Management Partners reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Polar Asset Management Partners sold 285,335 DoubleLine Yield Opportunities Fund shares in Q4 2025, an estimated $4.3M.
Polar Asset Management Partners first reported a position in DoubleLine Yield Opportunities Fund in Q2 2025 and held it in 2 quarters.
Polar Asset Management Partners's DoubleLine Yield Opportunities Fund position peaked at $4.35M in Q2 2025.
100 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2025.

Based on Polar Asset Management Partners's 13F filing for Q4 2025, filed 17 Feb 2026.