DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

39 hedge funds and large institutions have $200M invested in DoubleLine Yield Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$7.5M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$6.87M
3
UBS Group
3
UBS Group
Switzerland
$38.5M
4
Cohen & Steers
4
Cohen & Steers
New York
$5.95M
5
PFA
5
Pettinga Financial Advisors
Indiana
$10.8M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$12.3M
2
Bank of America
2
Bank of America
North Carolina
$3.13M
3
Wells Fargo
3
Wells Fargo
California
$11.4M
4
RCM
4
Robinson Capital Management
Michigan
$358K
5
RVPG
5
Relative Value Partners Group
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.5M 3,007,551 +82,268 +3%
UBS Group
2
UBS Group
Switzerland
$38.5M 2,013,958 +186,488 +10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.8M 982,895 +34,849 +4%
PCM
4
Penserra Capital Management
California
$12.3M 641,221 -230,948 -26%
Wells Fargo
5
Wells Fargo
California
$11.4M 596,459 -110,831 -16%
PFA
6
Pettinga Financial Advisors
Indiana
$10.8M 564,629 +164,495 +41%
PAIM
7
Punch & Associates Investment Management
Minnesota
$9.77M 511,263 +51,003 +11%
LGWM
8
Litman Gregory Wealth Management
California
$7.5M 392,555 +384,763 +4,938%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$6.87M 359,371 +352,196 +4,909%
Cohen & Steers
10
Cohen & Steers
New York
$5.95M 311,540 +166,993 +116%
Bank of America
11
Bank of America
North Carolina
$3.13M 164,022 -158,746 -49%
Lido Advisors
12
Lido Advisors
California
$3.06M 160,118 +160,118 New
FM
13
Family Management
New York
$2.94M 154,057 -1,102 -0.7%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.65M 86,241 +86,241 New
PMAM
15
Penn Mutual Asset Management
Pennsylvania
$1.29M 67,612 – –
Stifel Financial
16
Stifel Financial
Missouri
$1.26M 66,040 +30,620 +86%
EW
17
Evoke Wealth
California
$1.21M 63,275 +3,389 +6%
Invesco
18
Invesco
Georgia
$1.06M 55,679 -421 -0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$719K 37,648 +8,036 +27%
WS
20
Wedbush Securities
California
$629K 32,930 +1,875 +6%
Osaic Holdings
21
Osaic Holdings
Arizona
$447K 23,422 +15,354 +190%
OIA
22
Optimum Investment Advisors
Illinois
$398K 20,815 +1,004 +5%
LPL Financial
23
LPL Financial
California
$361K 18,885 +1,503 +9%
RCM
24
Robinson Capital Management
Michigan
$358K 18,735 -32,939 -64%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$357K 18,685 +18,685 New
1
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