DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

17 hedge funds and large institutions have $54.5M invested in DoubleLine Yield Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
9
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.6M
2
UBS Group
2
UBS Group
Switzerland
$15M
3
Bank of America
3
Bank of America
North Carolina
$2.86M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.23M
5
LGWM
5
Litman Gregory Wealth Management
California
$1.45M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.05M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$0
3
Citigroup
3
Citigroup
New York
$0
4
JG
4
Jefferies Group
New York
$1.09K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.6M 1,222,515 +706,670 +137%
UBS Group
2
UBS Group
Switzerland
$15M 851,687 +212,280 +33%
PMAM
3
Penn Mutual Asset Management
Pennsylvania
$4.41M 250,000 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.23M 183,126 +109,326 +148%
Bank of America
5
Bank of America
North Carolina
$2.86M 162,165 +155,423 +2,305%
Wells Fargo
6
Wells Fargo
California
$2.05M 115,990 -112,735 -49%
LGWM
7
Litman Gregory Wealth Management
California
$1.45M 82,500 +79,500 +2,650%
FM
8
Family Management
New York
$1.1M 62,592 +62,592 New
WS
9
Wedbush Securities
California
$960K 54,455 +25,055 +85%
Stifel Financial
10
Stifel Financial
Missouri
$702K 39,803 +24,453 +159%
EW
11
Evoke Wealth
California
$515K 29,215 +12,640 +76%
Osaic Holdings
12
Osaic Holdings
Arizona
$225K 12,782 +12,782 New
PAG
13
Private Advisor Group
New Jersey
$212K 12,000 +12,000 New
HighTower Advisors
14
HighTower Advisors
Illinois
$202K 11,450 +11,450 New
PFO
15
Pathstone Family Office
New Jersey
$54K 3,059 +59 +2%
JG
16
Jefferies Group
New York
$1.09K 62,016 -3,109 -5%
TI
17
tru Independence
Oregon
$3 150 +150 New
Hudson Bay Capital Management
18
Hudson Bay Capital Management
Connecticut
– – -50,000 Closed
Citigroup
19
Citigroup
New York
– – -1,201 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –