DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

78 hedge funds and large institutions have $153M invested in DoubleLine Yield Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
26
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$3.03M
2
Wells Fargo
2
Wells Fargo
California
$21.6M
3
EW
3
Evoke Wealth
California
$1.48M
4
UBS Group
4
UBS Group
Switzerland
$19.2M
5
PFA
5
Pathway Financial Advisers
Indiana
$573K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
PCM
2
Penserra Capital Management
California
$0
3
PMAM
3
Penn Mutual Asset Management
Pennsylvania
$0
4
PFA
4
Pettinga Financial Advisors
Indiana
$1.15M
5
GP
5
Gridiron Partners
Pennsylvania
$475K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$218K 13,675 +13,675 New
CCG
52
Catalina Capital Group
California
$216K 13,563 -517 -4%
TCWM
53
Total Clarity Wealth Management
Illinois
$189K 11,847 +11,847 New
SFS
54
Shaker Financial Services
Virginia
$185K 11,600 +11,600 New
HIC
55
Hartline Investment Corp
Illinois
$166K 10,438 +10,438 New
BCA
56
Bay Colony Advisors
Massachusetts
$166K 10,438 +10,438 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$164K 10,305 +10,305 New
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$117K 7,350 +7,350 New
AWM
59
Activest Wealth Management
Florida
$80.9K 5,074 +113 +2%
T
60
Tidemark
California
$66.1K 4,144 +8 +0.2%
HCM
61
Highlander Capital Management
New Jersey
$61.4K 3,850 -500 -11%
LC
62
Lindbrook Capital
California
$41.4K 2,600 – –
LFG
63
Larson Financial Group
Missouri
$37.6K 2,362 +223 +10%
SWM
64
Spire Wealth Management
Virginia
$27.6K 1,730 +25 +1%
HCM
65
Hollencrest Capital Management
California
$26.6K 1,666 +542 +48%
FWM
66
FSA Wealth Management
Massachusetts
$25.2K 1,583 – –
LTI
67
Laffer Tengler Investments
Tennessee
$20.7K 1,300 +1,300 New
FMP
68
Financial Management Professionals
Texas
$20K 1,252 +38 +3%
JPWM
69
Jamison Private Wealth Management
Georgia
$15.9K 1,000 – –
SS
70
Sunbelt Securities
Texas
$15.9K 1,000 – –
RCM
71
Raleigh Capital Management
North Carolina
$13.9K 875 – –
MFT
72
Moisand Fitzgerald Tamayo
Florida
$7.97K 500 – –
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$7.25K 455 – –
GWM
74
Geneos Wealth Management
Colorado
$7.17K 450 – –
AF
75
Allworth Financial
California
$6.14K 385 +385 New
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3
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