DLY

DoubleLine Yield Opportunities Fund

57 hedge funds and large institutions have $155M invested in DoubleLine Yield Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
15
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.3M 2,921,261 -574,504 -16%
UBS Group
2
UBS Group
Switzerland
$23.5M 1,791,461 -247,787 -12%
PCM
3
Penserra Capital Management
California
$9.01M 686,857 +61,713 +10%
HIG
4
Herr Investment Group
Texas
$8.48M 646,298 +646,298 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.07M 615,165 -214,295 -26%
Wells Fargo
6
Wells Fargo
California
$6.74M 513,963 -3,060 -0.6%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$5.89M 449,243
Cohen & Steers
8
Cohen & Steers
New York
$5.46M 415,841
PFA
9
Pettinga Financial Advisors
Indiana
$4.65M 354,507 -78,985 -18%
IC
10
IEQ Capital
California
$4.27M 325,634 +325,634 New
SIA
11
Sit Investment Associates
Minnesota
$4.26M 324,341 +97,026 +43%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.96M 303,048 +12,711 +4%
COLIM
13
City of London Investment Management
United Kingdom
$3.63M 275,054 +24,900 +10%
Bank of America
14
Bank of America
North Carolina
$3.47M 264,648 +47,174 +22%
PMAM
15
Penn Mutual Asset Management
Pennsylvania
$2.62M 199,841
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.59M 197,049 +72,141 +58%
AW
17
Atlas Wealth
Ohio
$2.58M 196,616 +196,616 New
Invesco
18
Invesco
Georgia
$1.89M 143,867 -5,206 -3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.82M 138,489 +3,056 +2%
FM
20
Family Management
New York
$1.15M 87,522 -33,726 -28%
RVPG
21
Relative Value Partners Group
$1.13M 86,245 -11,131 -11%
Stifel Financial
22
Stifel Financial
Missouri
$1.04M 79,323 -28,802 -27%
LSC
23
Logan Stone Capital
Illinois
$961K 73,241 +5,164 +8%
ACMA
24
Arbor Capital Management (Alaska)
Alaska
$955K 71,681 +71,681 New
LPL Financial
25
LPL Financial
California
$925K 70,514 +33,585 +91%