Calamos Advisors
DBL

Calamos Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Calamos Advisors’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,911
Closed -$371K – 925
2024
Q4 		$371K Buy
+23,911
New +$371K ﹤0.01% 755

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Calamos Advisors's DBL Position: Q1 2025 in Review

Calamos Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2025, closing a stake of 23,911 shares — an estimated $371K sold.

Calamos Advisors first reported a position in DBL in Q4 2024 and held it in 1 quarter. The position peaked at $371K in Q4 2024. 68 funds tracked by Wall St. Rank hold DBL as of Q1 2025.

  • Calamos Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2025 after selling out during the quarter.
  • Calamos Advisors sold 23,911 DoubleLine Opportunistic Credit Fund shares in Q1 2025, an estimated $371K.
  • Calamos Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and held it in 1 quarter.
  • Calamos Advisors's DoubleLine Opportunistic Credit Fund position peaked at $371K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2025.

Based on Calamos Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.