DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

22 hedge funds and large institutions have $81.2M invested in DoubleLine Yield Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
11
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.8M
2
UBS Group
2
UBS Group
Switzerland
$21.1M
3
Wells Fargo
3
Wells Fargo
California
$4.76M
4
LGWM
4
Litman Gregory Wealth Management
California
$3.79M
5
PFA
5
Pettinga Financial Advisors
Indiana
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21M
2
PAG
2
Private Advisor Group
New Jersey
$0
3
WS
3
Wedbush Securities
California
$807K
4
TI
4
tru Independence
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$21.1M 1,155,422 +303,735 +36%
Morgan Stanley
2
Morgan Stanley
New York
$21M 1,145,629 -76,886 -6%
Bank of America
3
Bank of America
North Carolina
$10.8M 592,195 +430,030 +265%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.03M 274,968 +91,842 +50%
Wells Fargo
5
Wells Fargo
California
$4.76M 260,474 +144,484 +125%
PMAM
6
Penn Mutual Asset Management
Pennsylvania
$4.57M 250,000 – –
LGWM
7
Litman Gregory Wealth Management
California
$3.79M 207,390 +124,890 +151%
FM
8
Family Management
New York
$1.97M 107,509 +44,917 +72%
PFA
9
Pettinga Financial Advisors
Indiana
$1.82M 99,348 +99,348 New
JG
10
Jefferies Group
New York
$1.27M 69,522 +7,506 +12%
UR
11
USCA RIA
Texas
$1.12M 61,381 +61,381 New
EW
12
Evoke Wealth
California
$1.08M 58,875 +29,660 +102%
Stifel Financial
13
Stifel Financial
Missouri
$856K 46,808 +7,005 +18%
WS
14
Wedbush Securities
California
$807K 44,105 -10,350 -19%
Osaic Holdings
15
Osaic Holdings
Arizona
$308K 16,847 +4,065 +32%
Truist Financial
16
Truist Financial
North Carolina
$263K 14,407 +14,407 New
HighTower Advisors
17
HighTower Advisors
Illinois
$209K 11,450 – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$188K 10,257 +10,257 New
OIA
19
Optimum Investment Advisors
Illinois
$113K 6,200 +6,200 New
PFO
20
Pathstone Family Office
New Jersey
$57K 3,118 +59 +2%
CPW
21
Catalyst Private Wealth
California
$26K 1,407 +1,407 New
NFSG
22
Newbridge Financial Services Group
Florida
$5K 265 +265 New
PAG
23
Private Advisor Group
New Jersey
– – -12,000 Closed
TI
24
tru Independence
Oregon
– – -150 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –