DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

35 hedge funds and large institutions have $167M invested in DoubleLine Yield Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
13
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$51M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$8.74M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.6M
5
UBS Group
5
UBS Group
Switzerland
$28.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$6.7M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
MIG
5
Mariner Investment Group
New York
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51M 2,662,894 +589,876 +28%
UBS Group
2
UBS Group
Switzerland
$28.7M 1,502,055 +66,877 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.6M 869,149 +137,388 +19%
PCM
4
Penserra Capital Management
California
$12.1M 631,498 +631,498 New
Wells Fargo
5
Wells Fargo
California
$9.5M 496,461 +59,419 +14%
PAIM
6
Punch & Associates Investment Management
Minnesota
$8.74M 456,713 +177,278 +63%
Bank of America
7
Bank of America
North Carolina
$6.7M 349,832 -52,359 -13%
LGWM
8
Litman Gregory Wealth Management
California
$6.59M 344,290 +47,250 +16%
PFA
9
Pettinga Financial Advisors
Indiana
$5.52M 288,578 +57,021 +25%
PMAM
10
Penn Mutual Asset Management
Pennsylvania
$4.79M 250,000 – –
FM
11
Family Management
New York
$2.96M 154,562 +17,894 +13%
RVPG
12
Relative Value Partners Group
$2.49M 129,915 -910 -0.7%
UR
13
USCA RIA
Texas
$1.79M 93,286 +4,950 +6%
JG
14
Jefferies Group
New York
$1.34M 70,191 +905 +1%
EW
15
Evoke Wealth
California
$1.15M 59,886 -11,069 -16%
DADC
16
D.A. Davidson & Co
Montana
$1.05M 55,000 +55,000 New
MIG
17
Mariner Investment Group
New York
$1.04M 54,403 -11,597 -18%
RCM
18
Robinson Capital Management
Michigan
$994K 51,674 – –
WS
19
Wedbush Securities
California
$865K 45,180 -1,175 -3%
Stifel Financial
20
Stifel Financial
Missouri
$789K 41,227 -6,334 -13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$480K 25,079 +25,079 New
OIA
22
Optimum Investment Advisors
Illinois
$341K 17,808 +1,804 +11%
KPWS
23
Kestra Private Wealth Services
Texas
$226K 11,791 +11,791 New
BRWM
24
B. Riley Wealth Management
Tennessee
$213K 11,114 +11,114 New
TCA
25
Transcend Capital Advisors
New Jersey
$200K 10,496 – –
1
2