DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

62 hedge funds and large institutions have $151M invested in DoubleLine Yield Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
24
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.19M
3
PFA
3
Pathway Financial Advisers
Indiana
$540K
4
ACP
4
Aviance Capital Partners
Florida
$374K
5
PFO
5
Pathstone Family Office
New Jersey
$367K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$6.12M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.6M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.35M
4
AW
4
Atlas Wealth
Ohio
$756K
5
PFA
5
Pettinga Financial Advisors
Indiana
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.6M 2,278,412 -378,448 -14%
UBS Group
2
UBS Group
Switzerland
$24.2M 1,639,900 -26,276 -2%
Wells Fargo
3
Wells Fargo
California
$14.3M 972,769 +165,835 +21%
HIG
4
Herr Investment Group
Texas
$10.2M 693,783 +1,316 +0.2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M 685,348 +3,873 +0.6%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.61M 448,431 +21,228 +5%
PCM
7
Penserra Capital Management
California
$6.12M 415,655 -380,985 -48%
IC
8
IEQ Capital
California
$4.47M 303,175 – –
Cohen & Steers
9
Cohen & Steers
New York
$3.99M 271,007 – –
Bank of America
10
Bank of America
North Carolina
$3.5M 237,724 +794 +0.3%
PFA
11
Pettinga Financial Advisors
Indiana
$3.02M 204,957 -71,170 -26%
PMAM
12
Penn Mutual Asset Management
Pennsylvania
$2.94M 199,841 – –
CPRC
13
Consolidated Portfolio Review Corp
New York
$2.6M 176,665 +8,040 +5%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.39M 162,122 +3,608 +2%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.2M 149,540 -54,845 -27%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.19M 148,603 +47,197 +47%
SIA
17
Sit Investment Associates
Minnesota
$1.96M 132,859 – –
Invesco
18
Invesco
Georgia
$1.7M 115,491 +7,997 +7%
Stifel Financial
19
Stifel Financial
Missouri
$1.49M 101,256 -1,163 -1%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$1.35M 91,625 -110,561 -55%
WS
21
Wedbush Securities
California
$922K 62,567 +11,951 +24%
Osaic Holdings
22
Osaic Holdings
Arizona
$807K 54,818 +14,661 +37%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$774K 52,512 -3,757 -7%
AW
24
Atlas Wealth
Ohio
$756K 51,296 -96,148 -65%
EW
25
Evoke Wealth
California
$681K 46,200 – –
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