DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

56 hedge funds and large institutions have $174M invested in DoubleLine Yield Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
17
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.18M
3
LSC
3
Logan Stone Capital
Illinois
$2.5M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$6.24M
5
QC
5
Quantedge Capital
Singapore
$726K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$2.29M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$2.48M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.1M
4
PFA
4
Pettinga Financial Advisors
Indiana
$8.02M
5
LGWM
5
Litman Gregory Wealth Management
California
$5.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.8M 3,470,754 +496,999 +17%
UBS Group
2
UBS Group
Switzerland
$31M 2,162,833 +138 +0%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.1M 912,055 -61,785 -6%
PCM
4
Penserra Capital Management
California
$9.07M 632,477 -10,517 -2%
PFA
5
Pettinga Financial Advisors
Indiana
$8.02M 559,152 -40,502 -7%
Wells Fargo
6
Wells Fargo
California
$6.61M 460,854 -25,317 -5%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$6.24M 435,243 +81,599 +23%
Cohen & Steers
8
Cohen & Steers
New York
$5.53M 385,856 -10,577 -3%
LGWM
9
Litman Gregory Wealth Management
California
$5.29M 368,920 -32,250 -8%
SIA
10
Sit Investment Associates
Minnesota
$4.81M 335,321 +44,171 +15%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.18M 222,580 +222,580 New
PMAM
12
Penn Mutual Asset Management
Pennsylvania
$2.87M 199,841 – –
LSC
13
Logan Stone Capital
Illinois
$2.5M 174,443 +96,587 +124%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.48M 173,283 -107,501 -38%
Invesco
15
Invesco
Georgia
$2.38M 166,233 -26,433 -14%
PAIM
16
Punch & Associates Investment Management
Minnesota
$2.29M 159,820 -471,871 -75%
GA
17
GraniteShares Advisors
New York
$2.26M 157,523 +4,539 +3%
FM
18
Family Management
New York
$1.85M 129,117 -529 -0.4%
RJA
19
Raymond James & Associates
Florida
$1.74M 121,005 -5,392 -4%
Bank of America
20
Bank of America
North Carolina
$1.66M 116,047 -31,209 -21%
RVPG
21
Relative Value Partners Group
$1.48M 96,724 -8,267 -8%
Stifel Financial
22
Stifel Financial
Missouri
$1.31M 91,358 +9,610 +12%
EW
23
Evoke Wealth
California
$929K 64,775 -703 -1%
LCM
24
Landscape Capital Management
New Jersey
$855K 59,650 +28,510 +92%
SFS
25
Shaker Financial Services
Virginia
$734K 51,177 +5,862 +13%
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