DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

73 hedge funds and large institutions have $147M invested in DoubleLine Yield Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
CP
2
Creekside Partners
California
$1.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.04M
5
WS
5
Wedbush Securities
California
$1.51M

Top Sellers

1
HIG
1
Herr Investment Group
Texas
$6.04M
2
PI
2
PFG Investments
New York
$0
3
EW
3
Evoke Wealth
California
$252K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.71M
5
PFA
5
Pettinga Financial Advisors
Indiana
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34M 2,153,076 +95,178 +5%
Wells Fargo
2
Wells Fargo
California
$24.2M 1,535,859 +183,613 +14%
UBS Group
3
UBS Group
Switzerland
$19M 1,203,531 -1,964 -0.2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.5M 858,353 -23,728 -3%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.86M 435,108 -17,709 -4%
HIG
6
Herr Investment Group
Texas
$6.04M 382,782 -223,305 -37%
IC
7
IEQ Capital
California
$4.78M 303,175 – –
Cohen & Steers
8
Cohen & Steers
New York
$4.28M 271,007 – –
Bank of America
9
Bank of America
North Carolina
$3.52M 223,242 +5,862 +3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.04M 192,671 +47,970 +33%
CPRC
11
Consolidated Portfolio Review Corp
New York
$2.73M 172,859 -17,707 -9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.19M 138,866 -23,994 -15%
CP
13
Creekside Partners
California
$1.78M 112,596 +112,596 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.71M 108,528 -48,086 -31%
Stifel Financial
15
Stifel Financial
Missouri
$1.61M 101,954 -20,737 -17%
WS
16
Wedbush Securities
California
$1.51M 95,882 +24,116 +34%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$1.18M 74,576 +6,270 +9%
VCM
18
Vivaldi Capital Management
Illinois
$1.06M 67,349 -10,089 -13%
LPL Financial
19
LPL Financial
California
$970K 61,453 +2,164 +4%
SDWIA
20
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$782K 49,530 +3,841 +8%
PFA
21
Pettinga Financial Advisors
Indiana
$712K 45,102 -26,861 -37%
AWS
22
Atria Wealth Solutions
New York
$710K 45,017 +866 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$597K 37,831 -51 -0.1%
PFA
24
Pathway Financial Advisers
Indiana
$572K 36,248 +275 +0.8%
WLPWM
25
Walled Lake Planning & Wealth Management
Illinois
$536K 33,942 – –
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