DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

57 hedge funds and large institutions have $155M invested in DoubleLine Yield Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
15
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIG
1
Herr Investment Group
Texas
$8.48M
2
IC
2
IEQ Capital
California
$4.27M
3
AW
3
Atlas Wealth
Ohio
$2.58M
4
SIA
4
Sit Investment Associates
Minnesota
$4.26M
5
ACMA
5
Arbor Capital Management (Alaska)
Alaska
$955K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.3M
2
UBS Group
2
UBS Group
Switzerland
$23.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.07M
4
GA
4
GraniteShares Advisors
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$140K
Name Market Value Shares Shares
Change 		Shares
Change %
EW
26
Evoke Wealth
California
$850K 64,775 – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$760K 57,970 +9,080 +19%
WAM
28
Weiss Asset Management
Massachusetts
$507K 38,658 +38,658 New
EC
29
Elequin Capital
New York
$493K 37,547 +37,547 New
PFA
30
Pathway Financial Advisers
Indiana
$488K 37,189 +37,189 New
RCM
31
Robinson Capital Management
Michigan
$485K 36,168 – –
MC
32
Moors & Cabot
Massachusetts
$428K 32,600 +19,900 +157%
WS
33
Wedbush Securities
California
$388K 29,607 -3,274 -10%
LCM
34
Landscape Capital Management
New Jersey
$366K 27,884 +13,384 +92%
SDWIA
35
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$364K 27,725 +27,725 New
EA
36
Ellsworth Advisors
Ohio
$279K 19,219 +19,219 New
AFO
37
Allie Family Office
Florida
$262K 20,000 – –
OC
38
Oppenheimer & Co
New York
$260K 19,850 +19,850 New
Osaic Holdings
39
Osaic Holdings
Arizona
$230K 17,505 -4,485 -20%
JSW
40
Journey Strategic Wealth
New Jersey
$226K 17,206 +17,206 New
Jane Street
41
Jane Street
New York
$214K 16,294 +16,294 New
AWS
42
Atria Wealth Solutions
New York
$199K 15,176 +161 +1%
GSC
43
Ground Swell Capital
South Carolina
$197K 14,986 +14,986 New
OIA
44
Optimum Investment Advisors
Illinois
$180K 13,741 -1,994 -13%
RJA
45
Raymond James & Associates
Florida
$140K 10,691 -112,500 -91%
AWM
46
Activest Wealth Management
Florida
$58.8K 4,479 +116 +3%
USCWA
47
U.S. Capital Wealth Advisors
Texas
$50.4K 3,840 -12,345 -76%
FMP
48
Financial Management Professionals
Texas
$14K 1,101 +27 +3%
LFG
49
Larson Financial Group
Missouri
$11K 839 – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$8.79K 670 -691 -51%
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