DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

53 hedge funds and large institutions have $161M invested in DoubleLine Yield Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.48M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$5.77M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.41M
4
PCM
4
Penserra Capital Management
California
$10.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.44M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.1M
2
SIA
2
Sit Investment Associates
Minnesota
$2.12M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.79M
4
COLIM
4
City of London Investment Management
United Kingdom
$1.94M
5
FM
5
Family Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$606K +$192K +13,692 +46%
PFA
27
Pathway Financial Advisers
Indiana
$512K -$8.48K -606 -2%
MC
28
Moors & Cabot
Massachusetts
$495K +$39.2K +2,800 +9%
SDWIA
29
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$456K +$67.8K +4,847 +17%
SXL
30
Summit X LLC
Missouri
$403K +$403K +28,829 New
OC
31
Oppenheimer & Co
New York
$355K +$76.9K +5,500 +28%
RCM
32
Robinson Capital Management
Michigan
$347K -$156K -11,230 -31%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$313K +$313K +22,382 New
RJA
34
Raymond James & Associates
Florida
$302K +$152K +10,872 +102%
AFO
35
Allie Family Office
Florida
$280K – – –
JSW
36
Journey Strategic Wealth
New Jersey
$259K +$18K +1,290 +7%
OIA
37
Optimum Investment Advisors
Illinois
$241K +$49K +3,506 +26%
Osaic Holdings
38
Osaic Holdings
Arizona
$232K -$13K -927 -5%
AWS
39
Atria Wealth Solutions
New York
$199K -$13K -930 -6%
AWE
40
Avidian Wealth Enterprises
Texas
$196K +$196K +14,000 New
PAG
41
Private Advisor Group
New Jersey
$182K +$6.95K +497 +4%
AWM
42
Activest Wealth Management
Florida
$62.7K +$1.01K +73 +2%
LC
43
Lindbrook Capital
California
$42K +$42K +3,000 New
FMP
44
Financial Management Professionals
Texas
$16K +$397 +28 +3%
HCM
45
Highlander Capital Management
New Jersey
$14K +$14K +1,000 New
LFG
46
Larson Financial Group
Missouri
$11.7K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$9.37K – – –
MFT
48
Moisand Fitzgerald Tamayo
Florida
$7K – – –
GWM
49
Geneos Wealth Management
Colorado
$6.3K – – –
ASN
50
Advisory Services Network
Georgia
$4.77K – – –
1
2
3