DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

57 hedge funds and large institutions have $155M invested in DoubleLine Yield Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
15
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIG
1
Herr Investment Group
Texas
$8.48M
2
IC
2
IEQ Capital
California
$4.27M
3
AW
3
Atlas Wealth
Ohio
$2.58M
4
SIA
4
Sit Investment Associates
Minnesota
$4.26M
5
ACMA
5
Arbor Capital Management (Alaska)
Alaska
$955K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.3M
2
UBS Group
2
UBS Group
Switzerland
$23.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.07M
4
GA
4
GraniteShares Advisors
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$140K
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
51
Moisand Fitzgerald Tamayo
Florida
$6.56K 500 – –
GWM
52
Geneos Wealth Management
Colorado
$5.9K 450 – –
BAM
53
Belpointe Asset Management
Nevada
$4.83K 368 +368 New
ASN
54
Advisory Services Network
Georgia
$4.47K 341 +341 New
MCC
55
Money Concepts Capital
Florida
$3.94K 300 – –
PA
56
Parallel Advisors
California
$288 21 – –
PAG
57
Private Advisor Group
New Jersey
$164 12,500 +12,500 New
GA
58
GraniteShares Advisors
New York
– – -155,665 Closed
TA
59
Tiedemann Advisors
New York
– – -43,274 Closed
SFS
60
Shaker Financial Services
Virginia
– – -37,859 Closed
MC
61
Matisse Capital
Oregon
– – -32,028 Closed
QC
62
Quantedge Capital
Singapore
– – -18,100 Closed
SXL
63
Summit X LLC
Missouri
– – -15,993 Closed
SPIA
64
Steward Partners Investment Advisory
New York
– – -11,300 Closed
MA
65
MUFG Americas
New York
– – -5,000 Closed
WIM
66
Westside Investment Management
California
– – -2,500 Closed
PA
67
PSI Advisors
Florida
– – -1,000 Closed
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
– – -900 Closed
IA
69
IFP Advisors
Florida
– – -150 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
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