Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / Common Shares of Beneficial Interest
-
Shares outstanding
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48.8M
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Number of holders
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53
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Total 13F shares, excl. options
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11.6M
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Shares change
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-419K
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Total reported value, excl. options
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$162M
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Value change
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-$5.53M
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Number of buys
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29
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Number of sells
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-25
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Price
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$13.99
Significant Holders of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) as of Q1 2023
64 filings reported holding DLY - DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest as of Q1 2023.
DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.6M shares
of 48.8M outstanding shares and own 23.68% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (2.72M shares), UBS Group AG (1.73M shares), Penserra Capital Management LLC (747K shares), Herr Investment Group LLC (704K shares), Royal Bank of Canada (675K shares), WELLS FARGO & COMPANY/MN (569K shares), Allspring Global Investments Holdings, LLC (449K shares), HighTower Advisors, LLC (413K shares), CAPTRUST FINANCIAL ADVISORS (392K shares), and Pettinga Financial Advisors, LLC (313K shares).
This table shows the top 53 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.