DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

53 hedge funds and large institutions have $156M invested in DoubleLine Yield Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
17
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$3.36M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.69M
3
Bank of America
3
Bank of America
North Carolina
$2.93M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.93M
5
Wells Fargo
5
Wells Fargo
California
$6.97M

Top Sellers

1
LGWM
1
Litman Gregory Wealth Management
California
$0
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$0
3
PFA
3
Pettinga Financial Advisors
Indiana
$5.85M
4
UBS Group
4
UBS Group
Switzerland
$27.5M
5
SIA
5
Sit Investment Associates
Minnesota
$3.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.2M 3,495,765 +25,011 +0.7%
UBS Group
2
UBS Group
Switzerland
$27.5M 2,039,248 -123,585 -6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.2M 829,460 -82,595 -9%
PCM
4
Penserra Capital Management
California
$8.43M 625,144 -7,333 -1%
Wells Fargo
5
Wells Fargo
California
$6.97M 517,023 +56,169 +12%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$6.06M 449,243 +14,000 +3%
PFA
7
Pettinga Financial Advisors
Indiana
$5.85M 433,492 -125,660 -22%
Cohen & Steers
8
Cohen & Steers
New York
$5.61M 415,841 +29,985 +8%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.93M 290,337 +67,757 +30%
COLIM
10
City of London Investment Management
United Kingdom
$3.36M 250,154 +250,154 New
SIA
11
Sit Investment Associates
Minnesota
$3.07M 227,315 -108,006 -32%
Bank of America
12
Bank of America
North Carolina
$2.93M 217,474 +101,427 +87%
PMAM
13
Penn Mutual Asset Management
Pennsylvania
$2.7M 199,841 – –
GA
14
GraniteShares Advisors
New York
$2.1M 155,665 -1,858 -1%
Invesco
15
Invesco
Georgia
$2.01M 149,073 -17,160 -10%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.83M 135,433 -37,850 -22%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.69M 124,908 +124,908 New
RJA
18
Raymond James & Associates
Florida
$1.66M 123,191 +2,186 +2%
FM
19
Family Management
New York
$1.64M 121,248 -7,869 -6%
Stifel Financial
20
Stifel Financial
Missouri
$1.46M 108,125 +16,767 +18%
RVPG
21
Relative Value Partners Group
$1.31M 97,376 +652 +0.7%
LSC
22
Logan Stone Capital
Illinois
$918K 68,077 -106,366 -61%
EW
23
Evoke Wealth
California
$874K 64,775 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$659K 48,890 +2,475 +5%
TA
25
Tiedemann Advisors
New York
$584K 43,274 +43,274 New
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