DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

72 hedge funds and large institutions have $171M invested in DoubleLine Yield Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
25
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
Wells Fargo
2
Wells Fargo
California
$18.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.6M
4
VCM
4
Vivaldi Capital Management
Illinois
$1.32M
5
LCM
5
Landscape Capital Management
New Jersey
$733K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.9M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
HIG
4
Herr Investment Group
Texas
$9.46M
5
Invesco
5
Invesco
Georgia
$871K
Name Market Value Shares Shares
Change 		Shares
Change %
SDWIA
26
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$638K 42,876 +285 +0.7%
JSW
27
Journey Strategic Wealth
New Jersey
$611K 41,113 -4,000 -9%
AWS
28
Atria Wealth Solutions
New York
$588K 39,530 +10,213 +35%
Walleye Capital
29
Walleye Capital
New York
$542K 36,429 +36,429 New
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$491K 33,051 +33,051 New
MC
31
Moors & Cabot
Massachusetts
$422K 28,400 -5,000 -15%
SXL
32
Summit X LLC
Missouri
$391K 26,325 +1,895 +8%
BF
33
Brogan Financial
Tennessee
$383K 25,728 +25,728 New
WAM
34
Weiss Asset Management
Massachusetts
$376K 25,287 +25,287 New
WLPWM
35
Walled Lake Planning & Wealth Management
Illinois
$359K 24,172 +7,035 +41%
CFA
36
Capstone Financial Advisors
Illinois
$359K 24,144 – –
ACP
37
Aviance Capital Partners
Florida
$359K 24,130 -1,228 -5%
RJA
38
Raymond James & Associates
Florida
$323K 21,745 -332 -2%
GC
39
Guggenheim Capital
Illinois
$309K 20,771 -199 -0.9%
AFO
40
Allie Family Office
Florida
$297K 20,000 – –
LA
41
LM Advisors
California
$281K 18,917 +18,917 New
CW
42
CreativeOne Wealth
Kansas
$263K 17,700 +17,700 New
AC
43
Aristides Capital
Kentucky
$252K 16,961 +16,961 New
OIA
44
Optimum Investment Advisors
Illinois
$242K 16,267 -992 -6%
OC
45
Oppenheimer & Co
New York
$238K 16,000 +1,300 +9%
RIA
46
Realta Investment Advisors
Delaware
$227K 15,234 +15,234 New
CCG
47
Catalina Capital Group
California
$209K 14,080 +14,080 New
PAG
48
Private Advisor Group
New Jersey
$208K 14,020 +385 +3%
AWE
49
Avidian Wealth Enterprises
Texas
$208K 14,000 – –
Comerica Bank
50
Comerica Bank
Texas
$174K 11,676 +1,550 +15%
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