DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

72 hedge funds and large institutions have $171M invested in DoubleLine Yield Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
25
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
Wells Fargo
2
Wells Fargo
California
$18.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.6M
4
VCM
4
Vivaldi Capital Management
Illinois
$1.32M
5
GP
5
Gridiron Partners
Pennsylvania
$1.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.9M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
HIG
4
Herr Investment Group
Texas
$9.46M
5
Invesco
5
Invesco
Georgia
$871K
Name Market Value Shares Shares
Change 		Shares
Change %
EC
51
Elequin Capital
New York
$102K 6,844 +6,844 New
AWM
52
Activest Wealth Management
Florida
$73.8K 4,961 +139 +3%
HCM
53
Highlander Capital Management
New Jersey
$64.7K 4,350 – –
T
54
Tidemark
California
$61.5K 4,136 +4,136 New
LC
55
Lindbrook Capital
California
$38.7K 2,600 – –
LFG
56
Larson Financial Group
Missouri
$31.8K 2,139 +1,300 +155%
SWM
57
Spire Wealth Management
Virginia
$25.1K 1,705 +1,705 New
FWM
58
FSA Wealth Management
Massachusetts
$24K 1,583 +1,583 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$22.3K 1,500 +1,500 New
FMP
60
Financial Management Professionals
Texas
$18K 1,214 +28 +2%
HCM
61
Hollencrest Capital Management
California
$16.7K 1,124 +120 +12%
SS
62
Sunbelt Securities
Texas
$14.9K 1,000 – –
JPWM
63
Jamison Private Wealth Management
Georgia
$14.9K 1,000 – –
RCM
64
Raleigh Capital Management
North Carolina
$13K 875 +175 +25%
CIA
65
Cape Investment Advisory
Georgia
$9.29K 625 +625 New
MFT
66
Moisand Fitzgerald Tamayo
Florida
$7.44K 500 – –
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$6.77K 455 – –
GWM
68
Geneos Wealth Management
Colorado
$6.69K 450 – –
HI
69
Harbour Investments
Wisconsin
$5.33K 358 +8 +2%
ASN
70
Advisory Services Network
Georgia
$5.07K 341 +341 New
BTI
71
Blue Trust Inc
Georgia
$4K 250 +250 New
PA
72
Parallel Advisors
California
$362 24 +1 +4%
SIA
73
Sit Investment Associates
Minnesota
– – -132,859 Closed
Allspring Global Investments
74
Allspring Global Investments
North Carolina
– – -91,625 Closed
AW
75
Atlas Wealth
Ohio
– – -51,296 Closed
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