DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

51 hedge funds and large institutions have $159M invested in DoubleLine Yield Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.7M
2
PCM
2
Penserra Capital Management
California
$11.6M
3
AWS
3
Atria Wealth Solutions
New York
$592K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$584K
5
GC
5
Guggenheim Capital
Illinois
$243K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$2.94M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$2.97M
3
COLIM
3
City of London Investment Management
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$38.6M
5
AW
5
Atlas Wealth
Ohio
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$594K 40,904 -29,580 -42%
AWS
27
Atria Wealth Solutions
New York
$592K 40,754 +26,508 +186%
Osaic Holdings
28
Osaic Holdings
Arizona
$584K 40,157 +23,579 +142%
SDWIA
29
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$484K 33,294 +722 +2%
MC
30
Moors & Cabot
Massachusetts
$482K 33,200 -2,200 -6%
SXL
31
Summit X LLC
Missouri
$406K 27,920 -909 -3%
OC
32
Oppenheimer & Co
New York
$366K 25,200 -150 -0.6%
JSW
33
Journey Strategic Wealth
New Jersey
$336K 23,113 +4,617 +25%
RJA
34
Raymond James & Associates
Florida
$305K 21,020 -543 -3%
AFO
35
Allie Family Office
Florida
$291K 20,000 – –
OIA
36
Optimum Investment Advisors
Illinois
$251K 17,253 +6 +0%
GC
37
Guggenheim Capital
Illinois
$243K 16,746 +16,746 New
AWE
38
Avidian Wealth Enterprises
Texas
$203K 14,000 – –
PAG
39
Private Advisor Group
New Jersey
$192K 13,214 +217 +2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$167K 11,495 -10,887 -49%
AWM
41
Activest Wealth Management
Florida
$90K 4,707 +155 +3%
HCM
42
Highlander Capital Management
New Jersey
$49K 3,350 +2,350 +235%
LC
43
Lindbrook Capital
California
$43.6K 3,000 – –
FMP
44
Financial Management Professionals
Texas
$17K 1,158 +29 +3%
LFG
45
Larson Financial Group
Missouri
$12.2K 839 – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$9.74K 670 – –
MFT
47
Moisand Fitzgerald Tamayo
Florida
$7.27K 500 – –
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$6.61K 455 +455 New
GWM
49
Geneos Wealth Management
Colorado
$6.54K 450 – –
RCM
50
Raleigh Capital Management
North Carolina
$5.23K 360 +360 New
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