DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

76 hedge funds and large institutions have $145M invested in DoubleLine Yield Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$2.47M
2
EW
2
Evoke Wealth
California
$1.54M
3
Wells Fargo
3
Wells Fargo
California
$26.7M
4
RJA
4
Raymond James & Associates
Florida
$769K
5
AWS
5
Atria Wealth Solutions
New York
$1.05M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.3M
2
UBS Group
2
UBS Group
Switzerland
$18.6M
3
VCM
3
Vivaldi Capital Management
Illinois
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$897K
5
PFA
5
Pettinga Financial Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
51
Bay Colony Advisors
Massachusetts
$180K 10,853 +196 +2%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$172K 10,369 +3,019 +41%
AWM
53
Activest Wealth Management
Florida
$127K 7,652 – –
WCM
54
Westend Capital Management
California
$114K 6,877 +6,877 New
T
55
Tidemark
California
$65.3K 3,937 +4 +0.1%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$50K 3,000 +3,000 New
LC
57
Lindbrook Capital
California
$43.1K 2,600 – –
LFG
58
Larson Financial Group
Missouri
$39.2K 2,363 – –
PFA
59
Pathway Financial Advisers
Indiana
$36.5K 605,257 +569,009 +1,570%
ADL
60
Asset Dedication LLC
California
$32.3K 1,944 – –
FWM
61
FSA Wealth Management
Massachusetts
$26.3K 1,583 +1,583 New
JIP
62
Jaffetilchin Investment Partners
Florida
$26.1K 1,573 +1,573 New
FMP
63
Financial Management Professionals
Texas
$22K 1,307 +27 +2%
JPWM
64
Jamison Private Wealth Management
Georgia
$16.6K 1,000 – –
SS
65
Sunbelt Securities
Texas
$16.6K 1,000 – –
RCM
66
Raleigh Capital Management
North Carolina
$14.5K 875 – –
FCA
67
FinTrust Capital Advisors
South Carolina
$12K 726 +726 New
HI
68
Harbour Investments
Wisconsin
$9.72K 586 +208 +55%
MFT
69
Moisand Fitzgerald Tamayo
Florida
$8.3K 500 – –
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$7.55K 455 – –
GWM
71
Geneos Wealth Management
Colorado
$7.47K 450 – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$7.23K 436 +436 New
AF
73
Allworth Financial
California
$6.39K 385 – –
GRP
74
Global Retirement Partners
California
$1.18K 71 +71 New
PA
75
Parallel Advisors
California
$431 26 +1 +4%
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3
4