DLY

DoubleLine Yield Opportunities Fund
DLY

Overview Fund Activity

81 hedge funds and large institutions have $141M invested in DoubleLine Yield Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
32
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$29.7M
2
Raymond James Financial
2
Raymond James Financial
Florida
$4.2M
3
MWM
3
Maridea Wealth Management
New York
$1.57M
4
Citadel Advisors
4
Citadel Advisors
Florida
$804K
5
ASN
5
Advisory Services Network
Georgia
$955K

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$595K
2
IC
2
IEQ Capital
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.9M 2,081,349 -83,346 -4%
Wells Fargo
2
Wells Fargo
California
$29.7M 1,877,505 +270,439 +17%
UBS Group
3
UBS Group
Switzerland
$17.9M 1,131,082 +11,214 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.16M 515,209 -164,520 -24%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.22M 455,785 +8,480 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$4.2M 265,037 +265,037 New
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$3.11M 196,171 +3,500 +2%
WIA
8
World Investment Advisors
California
$2.78M 175,370 +26,240 +18%
Cohen & Steers
9
Cohen & Steers
New York
$2.77M 175,007 -76,000 -30%
Bank of America
10
Bank of America
North Carolina
$2.76M 174,347 -25,879 -13%
CPRC
11
Consolidated Portfolio Review Corp
New York
$2.73M 172,734 +399 +0.2%
CP
12
Creekside Partners
California
$1.82M 114,700 +1,481 +1%
MWM
13
Maridea Wealth Management
New York
$1.57M 99,233 +99,233 New
WS
14
Wedbush Securities
California
$1.55M 98,195 +2,467 +3%
EW
15
Evoke Wealth
California
$1.47M 92,685 – –
AWS
16
Atria Wealth Solutions
New York
$1.24M 78,117 +15,045 +24%
Stifel Financial
17
Stifel Financial
Missouri
$1.2M 75,508 -14,116 -16%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$1.18M 74,414 +640 +0.9%
LPL Financial
19
LPL Financial
California
$1.11M 70,216 +2,562 +4%
SDWIA
20
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$985K 62,212 +12,607 +25%
ASN
21
Advisory Services Network
Georgia
$955K 60,307 +45,492 +307%
Citadel Advisors
22
Citadel Advisors
Florida
$804K 50,762 +50,762 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$777K 49,058 -4,993 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$683K 43,153 +3,726 +9%
Invesco
25
Invesco
Georgia
$644K 40,670 +22,111 +119%
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