DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

73 hedge funds and large institutions have $147M invested in DoubleLine Yield Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$34M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.04M
4
WS
4
Wedbush Securities
California
$1.51M
5
Walleye Capital
5
Walleye Capital
New York
$281K

Top Sellers

1
HIG
1
Herr Investment Group
Texas
$6.04M
2
PI
2
PFG Investments
New York
$0
3
EW
3
Evoke Wealth
California
$252K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.71M
5
PFA
5
Pettinga Financial Advisors
Indiana
$712K
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
26
Journey Strategic Wealth
New Jersey
$459K -$39.5K -2,500 -8%
Invesco
27
Invesco
Georgia
$448K -$266K -16,886 -37%
SXL
28
Summit X LLC
Missouri
$434K +$142 +9 +0%
GP
29
Gridiron Partners
Pennsylvania
$427K -$43.4K -2,751 -9%
RJA
30
Raymond James & Associates
Florida
$414K -$28.1K -1,783 -6%
CFA
31
Capstone Financial Advisors
Illinois
$381K – – –
ACP
32
Aviance Capital Partners
Florida
$368K -$5.54K -351 -1%
MC
33
Moors & Cabot
Massachusetts
$344K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$338K +$46K +2,914 +16%
AFO
35
Allie Family Office
Florida
$316K – – –
GC
36
Guggenheim Capital
Illinois
$311K -$18.9K -1,200 -6%
Walleye Capital
37
Walleye Capital
New York
$281K +$281K +17,789 New
First Trust Advisors
38
First Trust Advisors
Illinois
$278K -$1.28K -81 -0.5%
RIA
39
Realta Investment Advisors
Delaware
$256K -$16.6K -1,049 -6%
EW
40
Evoke Wealth
California
$252K -$1.21M -76,685 -83%
OIA
41
Optimum Investment Advisors
Illinois
$247K -$12.5K -794 -5%
Comerica Bank
42
Comerica Bank
Texas
$246K -$81.2K -5,148 -25%
ASN
43
Advisory Services Network
Georgia
$234K +$234K +14,815 New
PAG
44
Private Advisor Group
New Jersey
$231K +$5.05K +320 +2%
AWE
45
Avidian Wealth Enterprises
Texas
$221K – – –
BAM
46
Belpointe Asset Management
Nevada
$217K +$1.58K +100 +0.7%
CCG
47
Catalina Capital Group
California
$214K – – –
SFS
48
Shaker Financial Services
Virginia
$212K +$28.9K +1,831 +16%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$210K -$23.7K -1,503 -10%
IWC
50
Integrated Wealth Concepts
Massachusetts
$205K -$190K -12,015 -48%
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