DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

31 hedge funds and large institutions have $134M invested in DoubleLine Yield Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+9
Holders Change %
+40.91%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
15
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$13.5M
3
UBS Group
3
UBS Group
Switzerland
$26.6M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.17M
5
Millennium Management
5
Millennium Management
New York
$4.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.45M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$210K
4
CPW
4
Catalyst Private Wealth
California
$0
5
NFSG
5
Newbridge Financial Services Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.4M 2,073,018 +927,389 +81%
UBS Group
2
UBS Group
Switzerland
$26.6M 1,435,178 +279,756 +24%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.5M 731,761 +456,793 +166%
Wells Fargo
4
Wells Fargo
California
$8.09M 437,042 +176,568 +68%
Bank of America
5
Bank of America
North Carolina
$7.45M 402,191 -190,004 -32%
LGWM
6
Litman Gregory Wealth Management
California
$5.5M 297,040 +89,650 +43%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.17M 279,435 +279,435 New
Millennium Management
8
Millennium Management
New York
$4.85M 262,116 +262,116 New
PMAM
9
Penn Mutual Asset Management
Pennsylvania
$4.63M 250,000 – –
PFA
10
Pettinga Financial Advisors
Indiana
$4.29M 231,557 +132,209 +133%
FM
11
Family Management
New York
$2.53M 136,668 +29,159 +27%
RVPG
12
Relative Value Partners Group
$2.42M 130,825 +130,825 New
UR
13
USCA RIA
Texas
$1.64M 88,336 +26,955 +44%
EW
14
Evoke Wealth
California
$1.31M 70,955 +12,080 +21%
JG
15
Jefferies Group
New York
$1.28M 69,286 -236 -0.3%
MIG
16
Mariner Investment Group
New York
$1.22M 66,000 +66,000 New
RCM
17
Robinson Capital Management
Michigan
$964K 51,674 +51,674 New
Stifel Financial
18
Stifel Financial
Missouri
$880K 47,561 +753 +2%
WS
19
Wedbush Securities
California
$858K 46,355 +2,250 +5%
OMC
20
Old Mission Capital
Illinois
$484K 26,200 +26,200 New
HighTower Advisors
21
HighTower Advisors
Illinois
$397K 21,450 +10,000 +87%
OIA
22
Optimum Investment Advisors
Illinois
$296K 16,004 +9,804 +158%
Truist Financial
23
Truist Financial
North Carolina
$267K 14,424 +17 +0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$210K 11,339 -5,508 -33%
TCA
25
Transcend Capital Advisors
New Jersey
$194K 10,496 +10,496 New
1
2