DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

49 hedge funds and large institutions have $222M invested in DoubleLine Yield Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
+10
Holders Change %
+25.64%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
14
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$5.93M
2
UBS Group
2
UBS Group
Switzerland
$43.3M
3
SIA
3
Sit Investment Associates
Minnesota
$5.36M
4
GA
4
GraniteShares Advisors
New York
$2.61M
5
PMAM
5
Penn Mutual Asset Management
Pennsylvania
$3.74M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.3M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$54.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.8M 2,928,435 -79,116 -3%
UBS Group
2
UBS Group
Switzerland
$43.3M 2,316,685 +302,727 +15%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.2M 917,850 -65,045 -7%
PCM
4
Penserra Capital Management
California
$12.2M 650,236 +9,015 +1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.7M 624,144 +112,881 +22%
PFA
6
Pettinga Financial Advisors
Indiana
$10.7M 573,901 +9,272 +2%
Wells Fargo
7
Wells Fargo
California
$7.3M 390,458 -206,001 -35%
LGWM
8
Litman Gregory Wealth Management
California
$7.18M 383,770 -8,785 -2%
Cohen & Steers
9
Cohen & Steers
New York
$6.31M 337,393 +25,853 +8%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$6.15M 328,786 -30,585 -9%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$5.93M 317,376 +317,376 New
SIA
12
Sit Investment Associates
Minnesota
$5.36M 286,385 +286,385 New
PMAM
13
Penn Mutual Asset Management
Pennsylvania
$3.74M 199,841 +132,229 +196%
Bank of America
14
Bank of America
North Carolina
$3.26M 174,039 +10,017 +6%
Lido Advisors
15
Lido Advisors
California
$2.79M 149,089 -11,029 -7%
GA
16
GraniteShares Advisors
New York
$2.61M 139,414 +139,414 New
FM
17
Family Management
New York
$2.6M 138,744 -15,313 -10%
LCM
18
Landscape Capital Management
New Jersey
$2.25M 120,389 +120,389 New
Invesco
19
Invesco
Georgia
$2.03M 108,786 +53,107 +95%
SFS
20
Shaker Financial Services
Virginia
$1.78M 95,247 +95,247 New
LSC
21
Logan Stone Capital
Illinois
$1.62M 86,502 +86,502 New
Stifel Financial
22
Stifel Financial
Missouri
$1.54M 82,414 +16,374 +25%
RVPG
23
Relative Value Partners Group
$1.36M 72,712 +72,712 New
EW
24
Evoke Wealth
California
$1.18M 63,324 +49 +0.1%
RJA
25
Raymond James & Associates
Florida
$1.02M 54,451 +54,451 New
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