DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

76 hedge funds and large institutions have $145M invested in DoubleLine Yield Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$2.47M
2
EW
2
Evoke Wealth
California
$1.54M
3
Wells Fargo
3
Wells Fargo
California
$26.7M
4
RJA
4
Raymond James & Associates
Florida
$769K
5
AWS
5
Atria Wealth Solutions
New York
$1.05M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.3M
2
UBS Group
2
UBS Group
Switzerland
$18.6M
3
VCM
3
Vivaldi Capital Management
Illinois
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$897K
5
PFA
5
Pettinga Financial Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
26
Journey Strategic Wealth
New Jersey
$442K -$41.5K -2,500 -9%
SXL
27
Summit X LLC
Missouri
$434K – – –
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$391K +$35.9K +2,164 +10%
MC
29
Moors & Cabot
Massachusetts
$378K +$16.6K +1,000 +5%
AFO
30
Allie Family Office
Florida
$332K – – –
ACP
31
Aviance Capital Partners
Florida
$317K -$70.7K -4,260 -18%
Invesco
32
Invesco
Georgia
$308K -$163K -9,820 -35%
BRWA
33
B. Riley Wealth Advisors
Florida
$284K +$284K +17,136 New
First Trust Advisors
34
First Trust Advisors
Illinois
$281K -$11.8K -711 -4%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$277K +$76.4K +4,605 +38%
PAG
36
Private Advisor Group
New Jersey
$277K +$33.8K +2,037 +14%
OIA
37
Optimum Investment Advisors
Illinois
$260K +$100 +6 +0%
NA
38
NewEdge Advisors
Louisiana
$256K +$256K +15,450 New
Comerica Bank
39
Comerica Bank
Texas
$255K -$4.1K -247 -2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$252K +$30.8K +1,859 +14%
ASN
41
Advisory Services Network
Georgia
$234K – – –
AWE
42
Avidian Wealth Enterprises
Texas
$232K – – –
BAM
43
Belpointe Asset Management
Nevada
$229K – – –
CCG
44
Catalina Capital Group
California
$225K -$299 -18 -0.1%
IWC
45
Integrated Wealth Concepts
Massachusetts
$223K +$6.64K +400 +3%
TCWM
46
Total Clarity Wealth Management
Illinois
$215K +$15.2K +917 +8%
LA
47
LM Advisors
California
$208K +$208K +12,517 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$197K +$197K +11,879 New
OC
49
Oppenheimer & Co
New York
$189K -$3.32K -200 -2%
EAM
50
Empirical Asset Management
Massachusetts
$184K +$184K +11,079 New
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