DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

39 hedge funds and large institutions have $200M invested in DoubleLine Yield Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$7.5M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$6.87M
3
UBS Group
3
UBS Group
Switzerland
$38.5M
4
Cohen & Steers
4
Cohen & Steers
New York
$5.95M
5
PFA
5
Pettinga Financial Advisors
Indiana
$10.8M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$12.3M
2
Bank of America
2
Bank of America
North Carolina
$3.13M
3
Wells Fargo
3
Wells Fargo
California
$11.4M
4
RCM
4
Robinson Capital Management
Michigan
$358K
5
RVPG
5
Relative Value Partners Group
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$249K 13,007 +13,007 New
KPWS
27
Kestra Private Wealth Services
Texas
$231K 12,078 +78 +0.7%
BRWM
28
B. Riley Wealth Management
Tennessee
$228K 11,926 +11,926 New
TCA
29
Transcend Capital Advisors
New Jersey
$225K 11,596 +1,100 +10%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$191K 10,000 – –
FIA
31
FNY Investment Advisers
New York
$112K 5,871 +1,871 +47%
FF
32
FourThought Financial
Florida
$59K 3,100 – –
CI
33
CX Institutional
Indiana
$58K 3,014 – –
AF
34
Allworth Financial
California
$56K 2,918 +51 +2%
WIM
35
Westside Investment Management
California
$49.5K 2,500 – –
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$22.9K 1,200 +1,200 New
MFT
37
Moisand Fitzgerald Tamayo
Florida
$10K 500 +500 New
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$8K 431 – –
AWA
39
Arkadios Wealth Advisors
Georgia
$2K 109 -38 -26%
RVPG
40
Relative Value Partners Group
– – -22,252 Closed
MIG
41
Mariner Investment Group
New York
– – -21,469 Closed
HighTower Advisors
42
HighTower Advisors
Illinois
– – -10,000 Closed
NFSG
43
Newbridge Financial Services Group
Florida
– – -4,020 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
1
2