DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

53 hedge funds and large institutions have $161M invested in DoubleLine Yield Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.48M
2
CPRC
2
Consolidated Portfolio Review Corp
New York
$2.23M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.77M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.41M
5
PCM
5
Penserra Capital Management
California
$10.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.1M
2
SIA
2
Sit Investment Associates
Minnesota
$2.12M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.79M
4
COLIM
4
City of London Investment Management
United Kingdom
$1.94M
5
FM
5
Family Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.1M 2,722,168 -199,093 -7%
UBS Group
2
UBS Group
Switzerland
$24.2M 1,727,608 -63,853 -4%
PCM
3
Penserra Capital Management
California
$10.5M 746,986 +60,129 +9%
HIG
4
Herr Investment Group
Texas
$9.84M 703,573 +57,275 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.44M 674,701 +59,536 +10%
Wells Fargo
6
Wells Fargo
California
$7.96M 569,214 +55,251 +11%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$6.28M 449,243 – –
HighTower Advisors
8
HighTower Advisors
Illinois
$5.77M 412,518 +109,470 +36%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$5.48M 391,932 +194,883 +99%
PFA
10
Pettinga Financial Advisors
Indiana
$4.38M 312,988 -41,519 -12%
IC
11
IEQ Capital
California
$4.24M 303,175 -22,459 -7%
Bank of America
12
Bank of America
North Carolina
$3.88M 277,033 +12,385 +5%
Cohen & Steers
13
Cohen & Steers
New York
$3.79M 271,007 -144,834 -35%
AW
14
Atlas Wealth
Ohio
$2.94M 210,151 +13,535 +7%
PMAM
15
Penn Mutual Asset Management
Pennsylvania
$2.8M 199,841 – –
CPRC
16
Consolidated Portfolio Review Corp
New York
$2.23M 159,596 +159,596 New
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$2.17M 154,950 +16,461 +12%
SIA
18
Sit Investment Associates
Minnesota
$2.12M 151,399 -172,942 -53%
COLIM
19
City of London Investment Management
United Kingdom
$1.94M 138,569 -136,485 -50%
Invesco
20
Invesco
Georgia
$1.75M 125,317 -18,550 -13%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.41M 100,879 +100,879 New
Stifel Financial
22
Stifel Financial
Missouri
$1.23M 87,877 +8,554 +11%
ACMA
23
Arbor Capital Management (Alaska)
Alaska
$1.03M 73,450 +1,769 +2%
LPL Financial
24
LPL Financial
California
$986K 70,484 -30 -0%
EW
25
Evoke Wealth
California
$878K 62,775 -2,000 -3%
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