DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

81 hedge funds and large institutions have $141M invested in DoubleLine Yield Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
32
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$29.7M
2
Raymond James Financial
2
Raymond James Financial
Florida
$4.2M
3
MWM
3
Maridea Wealth Management
New York
$1.57M
4
Citadel Advisors
4
Citadel Advisors
Florida
$804K
5
ASN
5
Advisory Services Network
Georgia
$955K

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$595K
2
IC
2
IEQ Capital
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.77M
Name Market Value Shares Shares
Change 		Shares
Change %
WLPWM
26
Walled Lake Planning & Wealth Management
Illinois
$635K 40,142 – –
PFA
27
Pathway Financial Advisers
Indiana
$595K 37,610 -567,647 -94%
JSW
28
Journey Strategic Wealth
New Jersey
$511K 32,296 +5,683 +21%
NA
29
NewEdge Advisors
Louisiana
$469K 29,650 +14,200 +92%
GP
30
Gridiron Partners
Pennsylvania
$428K 27,066 – –
SXL
31
Summit X LLC
Missouri
$419K 26,445 -1,080 -4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$369K 23,279 -284 -1%
MC
33
Moors & Cabot
Massachusetts
$361K 22,800 – –
SFS
34
Shaker Financial Services
Virginia
$331K 20,884 +20,884 New
PAG
35
Private Advisor Group
New Jersey
$330K 20,868 +4,177 +25%
ACP
36
Aviance Capital Partners
Florida
$328K 20,735 +1,650 +9%
BRWA
37
B. Riley Wealth Advisors
Florida
$322K 20,337 +3,201 +19%
AFO
38
Allie Family Office
Florida
$317K 20,000 – –
OC
39
Oppenheimer & Co
New York
$308K 19,450 +8,050 +71%
VF
40
Virtu Financial
New York
$293K 18,482 +18,482 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$276K 17,404 +2,227 +15%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$274K 17,330 +615 +4%
First Trust Advisors
43
First Trust Advisors
Illinois
$269K 17,017 +102 +0.6%
Comerica Bank
44
Comerica Bank
Texas
$243K 15,365 – –
BAM
45
Belpointe Asset Management
Nevada
$225K 13,775 – –
AWE
46
Avidian Wealth Enterprises
Texas
$222K 14,000 – –
TCWM
47
Total Clarity Wealth Management
Illinois
$221K 13,932 +950 +7%
CCG
48
Catalina Capital Group
California
$214K 13,545 – –
OIA
49
Optimum Investment Advisors
Illinois
$210K 13,292 -2,393 -15%
IWC
50
Integrated Wealth Concepts
Massachusetts
$209K 13,220 -200 -1%
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