DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

72 hedge funds and large institutions have $171M invested in DoubleLine Yield Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
25
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
Wells Fargo
2
Wells Fargo
California
$18.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.6M
4
VCM
4
Vivaldi Capital Management
Illinois
$1.32M
5
GP
5
Gridiron Partners
Pennsylvania
$1.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.9M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
HIG
4
Herr Investment Group
Texas
$9.46M
5
Invesco
5
Invesco
Georgia
$871K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.9M 3,625,966 +1,347,554 +59%
Wells Fargo
2
Wells Fargo
California
$18.4M 1,234,395 +261,626 +27%
UBS Group
3
UBS Group
Switzerland
$16.9M 1,137,920 -501,980 -31%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.6M 846,961 +161,613 +24%
HIG
5
Herr Investment Group
Texas
$9.46M 636,362 -57,421 -8%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.7M 451,555 +3,124 +0.7%
PCM
7
Penserra Capital Management
California
$6.65M 447,162 +31,507 +8%
IC
8
IEQ Capital
California
$4.51M 303,175 – –
Cohen & Steers
9
Cohen & Steers
New York
$4.03M 271,007 – –
Bank of America
10
Bank of America
North Carolina
$3.32M 223,235 -14,489 -6%
PMAM
11
Penn Mutual Asset Management
Pennsylvania
$2.97M 199,841 – –
CPRC
12
Consolidated Portfolio Review Corp
New York
$2.85M 191,764 +15,099 +9%
PFA
13
Pettinga Financial Advisors
Indiana
$2.78M 186,855 -18,102 -9%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.7M 181,504 +19,382 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.44M 164,256 +15,653 +11%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.17M 146,065 -3,475 -2%
Stifel Financial
17
Stifel Financial
Missouri
$1.77M 119,011 +17,755 +18%
VCM
18
Vivaldi Capital Management
Illinois
$1.32M 85,521 +85,521 New
GP
19
Gridiron Partners
Pennsylvania
$1.14M 76,647 +76,647 New
WS
20
Wedbush Securities
California
$966K 64,947 +2,380 +4%
Invesco
21
Invesco
Georgia
$871K 58,599 -56,892 -49%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$747K 50,237 -2,275 -4%
LCM
23
Landscape Capital Management
New Jersey
$733K 49,316 +49,316 New
LPL Financial
24
LPL Financial
California
$707K 47,579 +5,275 +12%
Osaic Holdings
25
Osaic Holdings
Arizona
$661K 44,474 -10,344 -19%
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