DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

73 hedge funds and large institutions have $147M invested in DoubleLine Yield Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$34M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.04M
4
WS
4
Wedbush Securities
California
$1.51M
5
Walleye Capital
5
Walleye Capital
New York
$281K

Top Sellers

1
HIG
1
Herr Investment Group
Texas
$6.04M
2
PI
2
PFG Investments
New York
$0
3
EW
3
Evoke Wealth
California
$252K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.71M
5
PFA
5
Pettinga Financial Advisors
Indiana
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$191K 12,110 +1,805 +18%
TCWM
52
Total Clarity Wealth Management
Illinois
$190K 12,065 +218 +2%
OC
53
Oppenheimer & Co
New York
$183K 11,600 -2,600 -18%
BCA
54
Bay Colony Advisors
Massachusetts
$168K 10,657 +219 +2%
AWM
55
Activest Wealth Management
Florida
$121K 7,652 +2,578 +51%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$118K 7,350 – –
T
57
Tidemark
California
$62.1K 3,933 -211 -5%
LC
58
Lindbrook Capital
California
$41K 2,600 – –
LFG
59
Larson Financial Group
Missouri
$37.3K 2,363 +1 +0%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$34.7K 2,198 +2,198 New
ADL
61
Asset Dedication LLC
California
$30.7K 1,944 +1,944 New
LTI
62
Laffer Tengler Investments
Tennessee
$20.5K 1,300 – –
FMP
63
Financial Management Professionals
Texas
$20K 1,280 +28 +2%
JPWM
64
Jamison Private Wealth Management
Georgia
$15.8K 1,000 – –
SS
65
Sunbelt Securities
Texas
$15.8K 1,000 – –
CP
66
Camelot Portfolios
Ohio
$15.8K 1,000 +1,000 New
RCM
67
Raleigh Capital Management
North Carolina
$13.8K 875 – –
MFT
68
Moisand Fitzgerald Tamayo
Florida
$7.89K 500 – –
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$7.18K 455 – –
GWM
70
Geneos Wealth Management
Colorado
$7.1K 450 – –
AF
71
Allworth Financial
California
$6.08K 385 – –
HI
72
Harbour Investments
Wisconsin
$5.96K 378 +9 +2%
PA
73
Parallel Advisors
California
$402 25 – –
PI
74
PFG Investments
New York
– – -189,967 Closed
Millennium Management
75
Millennium Management
New York
– – -22,839 Closed
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3
4