DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

35 hedge funds and large institutions have $167M invested in DoubleLine Yield Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
13
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$51M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$8.74M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.6M
5
UBS Group
5
UBS Group
Switzerland
$28.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$6.7M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
MIG
5
Mariner Investment Group
New York
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$194K 10,139 +10,139 New
HighTower Advisors
27
HighTower Advisors
Illinois
$191K 10,000 -11,450 -53%
FIA
28
FNY Investment Advisers
New York
$147K 7,696 -1,604 -17%
Osaic Holdings
29
Osaic Holdings
Arizona
$144K 7,547 -3,792 -33%
CA
30
Crewe Advisors
Utah
$144K 7,500 +7,500 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$132K 6,908 +5,391 +355%
FF
32
FourThought Financial
Florida
$59K 3,100 – –
WIM
33
Westside Investment Management
California
$47.9K 2,500 +2,500 New
CTC
34
Central Trust Company
Missouri
$24K 1,250 +1,250 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$8K 431 +36 +9%
Millennium Management
36
Millennium Management
New York
– – -262,116 Closed
OMC
37
Old Mission Capital
Illinois
– – -26,200 Closed
Truist Financial
38
Truist Financial
North Carolina
– – -14,424 Closed
PFO
39
Pathstone Family Office
New Jersey
– – -5,193 Closed
TWP
40
TFO Wealth Partners
Ohio
– – -2,500 Closed
CFGS
41
Concourse Financial Group Securities
Alabama
– – – –
1
2