DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

51 hedge funds and large institutions have $203M invested in DoubleLine Yield Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
20
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$4.37M
2
Wells Fargo
2
Wells Fargo
California
$8.14M
3
Invesco
3
Invesco
Georgia
$3.23M
4
RJA
4
Raymond James & Associates
Florida
$2.12M
5
Cohen & Steers
5
Cohen & Steers
New York
$6.64M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$0
2
UBS Group
2
UBS Group
Switzerland
$36.2M
3
LCM
3
Landscape Capital Management
New Jersey
$522K
4
SFS
4
Shaker Financial Services
Virginia
$759K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$4.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
26
Robinson Capital Management
Michigan
$621K 36,168 +23,450 +184%
WS
27
Wedbush Securities
California
$533K 31,840 +240 +0.8%
LPL Financial
28
LPL Financial
California
$532K 31,785 +31 +0.1%
LCM
29
Landscape Capital Management
New Jersey
$522K 31,140 -89,249 -74%
Osaic Holdings
30
Osaic Holdings
Arizona
$468K 28,017 -9,175 -25%
Walleye Capital
31
Walleye Capital
New York
$296K 17,687 -1,247 -7%
BAM
32
Belpointe Asset Management
Nevada
$285K 17,043 +17,043 New
AWS
33
Atria Wealth Solutions
New York
$284K 16,964 +16,964 New
BCM
34
Bluefin Capital Management
New York
$257K 15,356 -30,519 -67%
OIA
35
Optimum Investment Advisors
Illinois
$255K 15,224 -5,595 -27%
SPIA
36
Steward Partners Investment Advisory
New York
$198K 11,840 +11,840 New
TCA
37
Transcend Capital Advisors
New Jersey
$194K 11,596 – –
AWM
38
Activest Wealth Management
Florida
$70K 4,162 -8,418 -67%
WIM
39
Westside Investment Management
California
$43.6K 2,500 – –
QC
40
Quent Capital
New York
$42K 2,499 +2,499 New
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$20.1K 1,200 – –
FMP
42
Financial Management Professionals
Texas
$17K 1,026 +13 +1%
PA
43
PSI Advisors
Florida
$17K 1,000 +1,000 New
MFT
44
Moisand Fitzgerald Tamayo
Florida
$8K 500 – –
LFG
45
Larson Financial Group
Missouri
$5K 298 +39 +15%
MCC
46
Money Concepts Capital
Florida
$5K 300 +300 New
IA
47
IFP Advisors
Florida
$3K 150 +150 New
CIAS
48
CFS Investment Advisory Services
New Jersey
$3K 41,875 +41,875 New
Lido Advisors
49
Lido Advisors
California
– – -149,089 Closed
APA
50
Astoria Portfolio Advisors
New York
– – -25,714 Closed
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2
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