Q3 2021 13F Holders as of 30 Sep 2021
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Type / Class
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Equity / Common Shares of Beneficial Interest
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Shares outstanding
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48.8M
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Number of holders
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39
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Total 13F shares, excl. options
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10.4M
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Shares change
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+716K
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Total reported value, excl. options
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$249M
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Value change
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+$13.6M
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Number of buys
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24
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Number of sells
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-10
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Price
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$19.11
Significant Holders of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) as of Q3 2021
43 filings reported holding DLY - DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest as of Q3 2021.
DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.4M shares
of 48.8M outstanding shares and own 21.41% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (3.01M shares), UBS Group AG (2.01M shares), ROYAL BANK OF CANADA (983K shares), Penserra Capital Management LLC (641K shares), WELLS FARGO & COMPANY/MN (596K shares), Pettinga Financial Advisors, LLC (565K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (511K shares), Litman Gregory Wealth Management LLC (393K shares), Rockefeller Capital Management L.P. (359K shares), and COHEN & STEERS, INC. (312K shares).
This table shows the top 39 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.