DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

62 hedge funds and large institutions have $151M invested in DoubleLine Yield Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
24
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.19M
3
PFA
3
Pathway Financial Advisers
Indiana
$540K
4
ACP
4
Aviance Capital Partners
Florida
$374K
5
PFO
5
Pathstone Family Office
New Jersey
$367K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$6.12M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.6M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.35M
4
AW
4
Atlas Wealth
Ohio
$756K
5
PFA
5
Pettinga Financial Advisors
Indiana
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
JSW
26
Journey Strategic Wealth
New Jersey
$665K 45,113 +22,000 +95%
SDWIA
27
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$627K 42,591 +9,297 +28%
LPL Financial
28
LPL Financial
California
$623K 42,304 +1,400 +3%
PFA
29
Pathway Financial Advisers
Indiana
$540K 36,679 +36,679 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$513K 34,833 +23,338 +203%
MC
31
Moors & Cabot
Massachusetts
$492K 33,400 +200 +0.6%
AWS
32
Atria Wealth Solutions
New York
$432K 29,317 -11,437 -28%
ACP
33
Aviance Capital Partners
Florida
$374K 25,358 +25,358 New
PFO
34
Pathstone Family Office
New Jersey
$367K 24,933 +24,933 New
SXL
35
Summit X LLC
Missouri
$360K 24,430 -3,490 -13%
Millennium Management
36
Millennium Management
New York
$359K 24,370 +24,370 New
CFA
37
Capstone Financial Advisors
Illinois
$356K 24,144 +24,144 New
RJA
38
Raymond James & Associates
Florida
$325K 22,077 +1,057 +5%
GC
39
Guggenheim Capital
Illinois
$309K 20,970 +4,224 +25%
AFO
40
Allie Family Office
Florida
$295K 20,000 – –
OIA
41
Optimum Investment Advisors
Illinois
$254K 17,259 +6 +0%
WLPWM
42
Walled Lake Planning & Wealth Management
Illinois
$252K 17,137 +17,137 New
OC
43
Oppenheimer & Co
New York
$217K 14,700 -10,500 -42%
AWE
44
Avidian Wealth Enterprises
Texas
$206K 14,000 – –
PAG
45
Private Advisor Group
New Jersey
$201K 13,635 +421 +3%
IWC
46
Integrated Wealth Concepts
Massachusetts
$184K 12,502 +12,502 New
Comerica Bank
47
Comerica Bank
Texas
$149K 10,126 +10,126 New
AWM
48
Activest Wealth Management
Florida
$71K 4,822 +115 +2%
HCM
49
Highlander Capital Management
New Jersey
$64K 4,350 +1,000 +30%
LC
50
Lindbrook Capital
California
$38.3K 2,600 -400 -13%
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