DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

78 hedge funds and large institutions have $153M invested in DoubleLine Yield Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
26
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$3.03M
2
Wells Fargo
2
Wells Fargo
California
$21.6M
3
EW
3
Evoke Wealth
California
$1.48M
4
UBS Group
4
UBS Group
Switzerland
$19.2M
5
PFA
5
Pathway Financial Advisers
Indiana
$573K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
PCM
2
Penserra Capital Management
California
$0
3
PMAM
3
Penn Mutual Asset Management
Pennsylvania
$0
4
PFA
4
Pettinga Financial Advisors
Indiana
$1.15M
5
GP
5
Gridiron Partners
Pennsylvania
$475K
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
26
Pathway Financial Advisers
Indiana
$573K 35,973 +35,973 New
WLPWM
27
Walled Lake Planning & Wealth Management
Illinois
$541K 33,942 +9,770 +40%
JSW
28
Journey Strategic Wealth
New Jersey
$504K 31,613 -9,500 -23%
GP
29
Gridiron Partners
Pennsylvania
$475K 29,817 -46,830 -61%
RJA
30
Raymond James & Associates
Florida
$447K 28,049 +6,304 +29%
SXL
31
Summit X LLC
Missouri
$439K 27,516 +1,191 +5%
IWC
32
Integrated Wealth Concepts
Massachusetts
$399K 25,035 +25,035 New
CFA
33
Capstone Financial Advisors
Illinois
$385K 24,144 – –
ACP
34
Aviance Capital Partners
Florida
$378K 23,696 -434 -2%
Millennium Management
35
Millennium Management
New York
$364K 22,839 +22,839 New
MC
36
Moors & Cabot
Massachusetts
$347K 21,800 -6,600 -23%
GC
37
Guggenheim Capital
Illinois
$333K 20,887 +116 +0.6%
Comerica Bank
38
Comerica Bank
Texas
$331K 20,760 +9,084 +78%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$329K 20,639 -29,598 -59%
AFO
40
Allie Family Office
Florida
$319K 20,000 – –
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$295K 18,485 +18,485 New
First Trust Advisors
42
First Trust Advisors
Illinois
$282K 17,707 +17,707 New
RIA
43
Realta Investment Advisors
Delaware
$275K 17,244 +2,010 +13%
OIA
44
Optimum Investment Advisors
Illinois
$263K 16,473 +206 +1%
LA
45
LM Advisors
California
$258K 16,217 -2,700 -14%
CAN
46
Cetera Advisor Networks
California
$255K 16,010 +16,010 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$236K 14,821 +14,821 New
PAG
48
Private Advisor Group
New Jersey
$228K 14,334 +314 +2%
OC
49
Oppenheimer & Co
New York
$226K 14,200 -1,800 -11%
AWE
50
Avidian Wealth Enterprises
Texas
$223K 14,000 – –
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