DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

78 hedge funds and large institutions have $153M invested in DoubleLine Yield Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
26
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$3.03M
2
Wells Fargo
2
Wells Fargo
California
$21.6M
3
EW
3
Evoke Wealth
California
$1.48M
4
UBS Group
4
UBS Group
Switzerland
$19.2M
5
PFA
5
Pathway Financial Advisers
Indiana
$573K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
PCM
2
Penserra Capital Management
California
$0
3
PMAM
3
Penn Mutual Asset Management
Pennsylvania
$0
4
PFA
4
Pettinga Financial Advisors
Indiana
$1.15M
5
GP
5
Gridiron Partners
Pennsylvania
$475K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.8M 2,057,898 -1,568,068 -43%
Wells Fargo
2
Wells Fargo
California
$21.6M 1,352,246 +117,851 +10%
UBS Group
3
UBS Group
Switzerland
$19.2M 1,205,495 +67,575 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.1M 882,081 +35,120 +4%
HIG
5
Herr Investment Group
Texas
$9.66M 606,087 -30,275 -5%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.21M 452,817 +1,262 +0.3%
IC
7
IEQ Capital
California
$4.83M 303,175 – –
Cohen & Steers
8
Cohen & Steers
New York
$4.32M 271,007 – –
Bank of America
9
Bank of America
North Carolina
$3.47M 217,380 -5,855 -3%
CPRC
10
Consolidated Portfolio Review Corp
New York
$3.04M 190,566 -1,198 -0.6%
PI
11
PFG Investments
New York
$3.03M 189,967 +189,967 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.6M 162,860 -1,396 -0.8%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$2.5M 156,614 -24,890 -14%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.31M 144,701 -1,364 -0.9%
Stifel Financial
15
Stifel Financial
Missouri
$1.96M 122,691 +3,680 +3%
EW
16
Evoke Wealth
California
$1.48M 92,685 +92,685 New
VCM
17
Vivaldi Capital Management
Illinois
$1.23M 77,438 -8,083 -9%
PFA
18
Pettinga Financial Advisors
Indiana
$1.15M 71,963 -114,892 -61%
WS
19
Wedbush Securities
California
$1.14M 71,766 +6,819 +10%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$1.09M 68,306 +35,255 +107%
LPL Financial
21
LPL Financial
California
$945K 59,289 +11,710 +25%
SDWIA
22
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$728K 45,689 +2,813 +7%
Invesco
23
Invesco
Georgia
$722K 45,265 -13,334 -23%
AWS
24
Atria Wealth Solutions
New York
$704K 44,151 +4,621 +12%
Osaic Holdings
25
Osaic Holdings
Arizona
$604K 37,882 -6,592 -15%
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