DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

37 hedge funds and large institutions have $187M invested in DoubleLine Yield Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$36.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.5M
3
PCM
3
Penserra Capital Management
California
$17.4M
4
Wells Fargo
4
Wells Fargo
California
$14.1M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.89M

Top Sellers

1
PMAM
1
Penn Mutual Asset Management
Pennsylvania
$1.35M
2
RVPG
2
Relative Value Partners Group
$445K
3
JG
3
Jefferies Group
New York
$0
4
DADC
4
D.A. Davidson & Co
Montana
$0
5
MIG
5
Mariner Investment Group
New York
$429K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$200K 10,000 +10,000 New
Osaic Holdings
27
Osaic Holdings
Arizona
$161K 8,068 +521 +7%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$143K 7,175 +267 +4%
FIA
29
FNY Investment Advisers
New York
$80K 4,000 -3,696 -48%
NFSG
30
Newbridge Financial Services Group
Florida
$80K 4,020 +4,020 New
FF
31
FourThought Financial
Florida
$62K 3,100 – –
CI
32
CX Institutional
Indiana
$60K 3,014 +3,014 New
AF
33
Allworth Financial
California
$57K 2,867 +2,867 New
WIM
34
Westside Investment Management
California
$50K 2,500 – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$9K 431 – –
LGWM
36
Litman Gregory Wealth Management
California
$7.79K 7,792 -336,498 -98%
AWA
37
Arkadios Wealth Advisors
Georgia
$2K 147 +147 New
JG
38
Jefferies Group
New York
– – -70,191 Closed
DADC
39
D.A. Davidson & Co
Montana
– – -55,000 Closed
BRWM
40
B. Riley Wealth Management
Tennessee
– – -11,114 Closed
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
– – -10,139 Closed
CA
42
Crewe Advisors
Utah
– – -7,500 Closed
CTC
43
Central Trust Company
Missouri
– – -1,250 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
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