DB
DBL

Dmitry Balyasny’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Dmitry Balyasny’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
Q3 		– Sell
-28,533
Closed -$439K – 3003
2025
Q2 		$439K Buy
+28,533
New +$442K ﹤0.01% 2340

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dmitry Balyasny's DBL Position: Q3 2025 in Review

Dmitry Balyasny sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2025, closing a stake of 28,533 shares — an estimated $439K sold.

Dmitry Balyasny first reported a position in DBL in Q2 2025 and held it in 1 quarter. The position peaked at $439K in Q2 2025. 70 funds tracked by Wall St. Rank hold DBL as of Q3 2025.

  • Dmitry Balyasny reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 28,533 DoubleLine Opportunistic Credit Fund shares in Q3 2025, an estimated $439K.
  • Dmitry Balyasny first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2025 and held it in 1 quarter.
  • Dmitry Balyasny's DoubleLine Opportunistic Credit Fund position peaked at $439K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.