DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

51 hedge funds and large institutions have $203M invested in DoubleLine Yield Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
20
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$4.37M
2
Wells Fargo
2
Wells Fargo
California
$8.14M
3
Invesco
3
Invesco
Georgia
$3.23M
4
RJA
4
Raymond James & Associates
Florida
$2.12M
5
Cohen & Steers
5
Cohen & Steers
New York
$6.64M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$0
2
UBS Group
2
UBS Group
Switzerland
$36.2M
3
LCM
3
Landscape Capital Management
New Jersey
$522K
4
SFS
4
Shaker Financial Services
Virginia
$759K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$4.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.8M 2,973,755 +45,320 +2%
UBS Group
2
UBS Group
Switzerland
$36.2M 2,162,695 -153,990 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.3M 973,840 +55,990 +6%
PCM
4
Penserra Capital Management
California
$10.8M 642,994 -7,242 -1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$10.6M 631,691 +7,547 +1%
PFA
6
Pettinga Financial Advisors
Indiana
$10M 599,654 +25,753 +4%
Wells Fargo
7
Wells Fargo
California
$8.14M 486,171 +95,713 +25%
LGWM
8
Litman Gregory Wealth Management
California
$6.72M 401,170 +17,400 +5%
Cohen & Steers
9
Cohen & Steers
New York
$6.64M 396,433 +59,040 +17%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$5.92M 353,644 +36,268 +11%
SIA
11
Sit Investment Associates
Minnesota
$4.88M 291,150 +4,765 +2%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$4.7M 280,784 -48,002 -15%
PPA
13
Parametric Portfolio Associates
Washington
$4.37M 260,923 +260,923 New
PMAM
14
Penn Mutual Asset Management
Pennsylvania
$3.35M 199,841 – –
Invesco
15
Invesco
Georgia
$3.23M 192,666 +83,880 +77%
GA
16
GraniteShares Advisors
New York
$2.56M 152,984 +13,570 +10%
Bank of America
17
Bank of America
North Carolina
$2.47M 147,256 -26,783 -15%
FM
18
Family Management
New York
$2.17M 129,646 -9,098 -7%
RJA
19
Raymond James & Associates
Florida
$2.12M 126,397 +71,946 +132%
RVPG
20
Relative Value Partners Group
$1.76M 104,991 +32,279 +44%
Stifel Financial
21
Stifel Financial
Missouri
$1.37M 81,748 -666 -0.8%
LSC
22
Logan Stone Capital
Illinois
$1.3M 77,856 -8,646 -10%
EW
23
Evoke Wealth
California
$1.1M 65,478 +2,154 +3%
SFS
24
Shaker Financial Services
Virginia
$759K 45,315 -49,932 -52%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$754K 45,015 +1,274 +3%
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