DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

51 hedge funds and large institutions have $159M invested in DoubleLine Yield Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.7M
2
PCM
2
Penserra Capital Management
California
$11.6M
3
AWS
3
Atria Wealth Solutions
New York
$592K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$584K
5
GC
5
Guggenheim Capital
Illinois
$243K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$2.94M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$2.97M
3
COLIM
3
City of London Investment Management
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$38.6M
5
AW
5
Atlas Wealth
Ohio
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.6M 2,656,860 -65,308 -2%
UBS Group
2
UBS Group
Switzerland
$24.2M 1,666,176 -61,432 -4%
Wells Fargo
3
Wells Fargo
California
$11.7M 806,934 +237,720 +42%
PCM
4
Penserra Capital Management
California
$11.6M 796,640 +49,654 +7%
HIG
5
Herr Investment Group
Texas
$10.1M 692,467 -11,106 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.9M 681,475 +6,774 +1%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.21M 427,203 +14,685 +4%
IC
8
IEQ Capital
California
$4.41M 303,175 – –
PFA
9
Pettinga Financial Advisors
Indiana
$4.01M 276,127 -36,861 -12%
Cohen & Steers
10
Cohen & Steers
New York
$3.94M 271,007 – –
Bank of America
11
Bank of America
North Carolina
$3.44M 236,930 -40,103 -14%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$2.97M 204,385 -187,547 -48%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$2.94M 202,186 -247,057 -55%
PMAM
14
Penn Mutual Asset Management
Pennsylvania
$2.9M 199,841 – –
CPRC
15
Consolidated Portfolio Review Corp
New York
$2.45M 168,625 +9,029 +6%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.3M 158,514 +3,564 +2%
AW
17
Atlas Wealth
Ohio
$2.11M 147,444 -62,707 -30%
SIA
18
Sit Investment Associates
Minnesota
$1.93M 132,859 -18,540 -12%
Invesco
19
Invesco
Georgia
$1.56M 107,494 -17,823 -14%
Stifel Financial
20
Stifel Financial
Missouri
$1.49M 102,419 +14,542 +17%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.47M 101,406 +527 +0.5%
ACMA
22
Arbor Capital Management (Alaska)
Alaska
$988K 67,936 -5,514 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$818K 56,269 -2,002 -3%
WS
24
Wedbush Securities
California
$735K 50,616 +7,317 +17%
EW
25
Evoke Wealth
California
$671K 46,200 -16,575 -26%
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