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 %
HI
76
Harbour Investments
Wisconsin
$5.89K 369 +11 +3%
US Bancorp
77
US Bancorp
Minnesota
$3.19K 200 +200 New
PA
78
Parallel Advisors
California
$397 25 +1 +4%
PCM
79
Penserra Capital Management
California
– – -447,162 Closed
PMAM
80
Penn Mutual Asset Management
Pennsylvania
– – -199,841 Closed
LCM
81
Landscape Capital Management
New Jersey
– – -49,316 Closed
Walleye Capital
82
Walleye Capital
New York
– – -36,429 Closed
BF
83
Brogan Financial
Tennessee
– – -25,728 Closed
WAM
84
Weiss Asset Management
Massachusetts
– – -25,287 Closed
CW
85
CreativeOne Wealth
Kansas
– – -17,700 Closed
AC
86
Aristides Capital
Kentucky
– – -16,961 Closed
EC
87
Elequin Capital
New York
– – -6,844 Closed
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
– – -1,500 Closed
CIA
89
Cape Investment Advisory
Georgia
– – -625 Closed
ASN
90
Advisory Services Network
Georgia
– – -341 Closed
BTI
91
Blue Trust Inc
Georgia
– – -250 Closed
CFGS
92
Concourse Financial Group Securities
Alabama
– – – –
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4