DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

76 hedge funds and large institutions have $145M invested in DoubleLine Yield Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$2.47M
2
EW
2
Evoke Wealth
California
$1.54M
3
Wells Fargo
3
Wells Fargo
California
$26.7M
4
RJA
4
Raymond James & Associates
Florida
$769K
5
AWS
5
Atria Wealth Solutions
New York
$1.05M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.3M
2
UBS Group
2
UBS Group
Switzerland
$18.6M
3
VCM
3
Vivaldi Capital Management
Illinois
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$897K
5
PFA
5
Pettinga Financial Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.9M 2,164,695 +11,619 +0.5%
Wells Fargo
2
Wells Fargo
California
$26.7M 1,607,066 +71,207 +5%
UBS Group
3
UBS Group
Switzerland
$18.6M 1,119,868 -83,663 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.3M 679,729 -178,624 -21%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.42M 447,305 +12,197 +3%
IC
6
IEQ Capital
California
$5.05M 304,283 +1,108 +0.4%
Cohen & Steers
7
Cohen & Steers
New York
$4.16M 251,007 -20,000 -7%
Bank of America
8
Bank of America
North Carolina
$3.32M 200,226 -23,016 -10%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.2M 192,671 – –
CPRC
10
Consolidated Portfolio Review Corp
New York
$2.86M 172,335 -524 -0.3%
WIA
11
World Investment Advisors
California
$2.47M 149,130 +149,130 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.4M 144,563 +5,697 +4%
CP
13
Creekside Partners
California
$1.88M 113,219 +623 +0.6%
WS
14
Wedbush Securities
California
$1.59M 95,728 -154 -0.2%
EW
15
Evoke Wealth
California
$1.54M 92,685 +76,685 +479%
Stifel Financial
16
Stifel Financial
Missouri
$1.49M 89,624 -12,330 -12%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$1.22M 73,774 -802 -1%
LPL Financial
18
LPL Financial
California
$1.12M 67,654 +6,201 +10%
AWS
19
Atria Wealth Solutions
New York
$1.05M 63,072 +18,055 +40%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$897K 54,051 -54,477 -50%
SDWIA
21
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$823K 49,605 +75 +0.2%
RJA
22
Raymond James & Associates
Florida
$769K 46,344 +20,078 +76%
WLPWM
23
Walled Lake Planning & Wealth Management
Illinois
$666K 40,142 +6,200 +18%
Osaic Holdings
24
Osaic Holdings
Arizona
$654K 39,427 +1,596 +4%
GP
25
Gridiron Partners
Pennsylvania
$449K 27,066 – –
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