DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

37 hedge funds and large institutions have $187M invested in DoubleLine Yield Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$36.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.5M
3
PCM
3
Penserra Capital Management
California
$17.4M
4
Wells Fargo
4
Wells Fargo
California
$14.1M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.89M

Top Sellers

1
PMAM
1
Penn Mutual Asset Management
Pennsylvania
$1.35M
2
RVPG
2
Relative Value Partners Group
$445K
3
JG
3
Jefferies Group
New York
$0
4
DADC
4
D.A. Davidson & Co
Montana
$0
5
MIG
5
Mariner Investment Group
New York
$429K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.5M 2,925,283 +262,389 +10%
UBS Group
2
UBS Group
Switzerland
$36.5M 1,827,470 +325,415 +22%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19M 948,046 +78,897 +9%
PCM
4
Penserra Capital Management
California
$17.4M 872,169 +240,671 +38%
Wells Fargo
5
Wells Fargo
California
$14.1M 707,290 +210,829 +42%
PAIM
6
Punch & Associates Investment Management
Minnesota
$9.21M 460,260 +3,547 +0.8%
PFA
7
Pettinga Financial Advisors
Indiana
$8M 400,134 +111,556 +39%
Bank of America
8
Bank of America
North Carolina
$6.46M 322,768 -27,064 -8%
FM
9
Family Management
New York
$3.1M 155,159 +597 +0.4%
Cohen & Steers
10
Cohen & Steers
New York
$2.89M 144,547 +144,547 New
UR
11
USCA RIA
Texas
$1.72M 85,741 -7,545 -8%
PMAM
12
Penn Mutual Asset Management
Pennsylvania
$1.35M 67,612 -182,388 -73%
EW
13
Evoke Wealth
California
$1.2M 59,886 – –
Invesco
14
Invesco
Georgia
$1.12M 56,100 +56,100 New
RCM
15
Robinson Capital Management
Michigan
$1.04M 51,674 – –
Stifel Financial
16
Stifel Financial
Missouri
$708K 35,420 -5,807 -14%
WS
17
Wedbush Securities
California
$621K 31,055 -14,125 -31%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$592K 29,612 +4,533 +18%
RVPG
19
Relative Value Partners Group
$445K 22,252 -107,663 -83%
MIG
20
Mariner Investment Group
New York
$429K 21,469 -32,934 -61%
OIA
21
Optimum Investment Advisors
Illinois
$396K 19,811 +2,003 +11%
LPL Financial
22
LPL Financial
California
$348K 17,382 +17,382 New
KPWS
23
Kestra Private Wealth Services
Texas
$240K 12,000 +209 +2%
TCA
24
Transcend Capital Advisors
New Jersey
$210K 10,496 – –
HighTower Advisors
25
HighTower Advisors
Illinois
$200K 10,000 – –
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