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DBL

DoubleLine Opportunistic Credit Fund
DBL

66 hedge funds and large institutions have $75.5M invested in DoubleLine Opportunistic Credit Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

13.39% more ownership

Funds ownership: 28.37% → 41.76% (+13%)

10% less funds holding

Funds holding: 73 → 66 (-7)

14% less capital invested

Capital invested by funds: $87.4M → $75.5M (-$11.9M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$5.82M
2
Morgan Stanley
Morgan Stanley
New York
+$5.08M
3
FM
Family Management
New York
+$1.6M
4
FFA
First Foundation Advisors
California
+$609K
5
LGWM
Litman Gregory Wealth Management
California
+$593K

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$2.79M
2
HKAM
Horizon Kinetics Asset Management
New York
-$1.29M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.01M
4
SFS
Shaker Financial Services
Virginia
-$1M
5
VHAM
Van Hulzen Asset Management
California
-$726K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
26
Verus Capital Partners
Arizona
$444K -$112K -5,566 -18%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$442K +$113K +5,638 +28%
Truist Financial
28
Truist Financial
North Carolina
$357K +$2.37K +118 +0.6%
CAN
29
Cetera Advisor Networks
California
$350K -$405K -20,163 -50%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$338K +$19.1K +950 +5%
SW
31
SkyOak Wealth
Michigan
$330K +$9.89K +493 +3%
AC
32
Addison Capital
Pennsylvania
$321K -$20.1K -1,000 -5%
MWPCG
33
Measured Wealth Private Client Group
New Hampshire
$318K +$12.7K +633 +4%
SPC
34
Sigma Planning Corp
Michigan
$318K +$13.8K +689 +4%
MA
35
Mutual Advisors
Nebraska
$315K +$19.8K +989 +6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$291K +$96K +4,786 +39%
PAG
37
Private Advisor Group
New Jersey
$274K -$23.4K -1,168 -7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$271K -$1.01M -50,148 -76%
LCM
39
Landscape Capital Management
New Jersey
$222K +$261K +12,995 New
AA
40
Apriem Advisors
California
$218K -$24.1K -1,200 -9%
WS
41
Wedbush Securities
California
$216K +$40.7K +2,031 +19%
ASN
42
Advisory Services Network
Georgia
$188K -$20.1K -1,000 -8%
LNC
43
Lincoln National Corp
Pennsylvania
$176K -$333K -16,594 -62%
APA
44
American Portfolios Advisors
New York
$174K -$13.5K -675 -6%
FWM
45
Focused Wealth Management
New York
$146K +$1.69K +84 +1%
EWM
46
Edge Wealth Management
New York
$122K – – –
WAM
47
Wolverine Asset Management
Illinois
$75K +$88.6K +4,416 New
Citigroup
48
Citigroup
New York
$61K -$12K -600 -14%
JFA
49
JNBA Financial Advisors
Minnesota
$39K – – –
LC
50
Lindbrook Capital
California
$26K +$30.1K +1,500 New
1
2
3 4

DBL Hedge Fund Activity: Q1 2020 in Review

66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q1 2020, worth a combined $75.5M — down 14% from $87.4M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DBL and 7 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 26 added.

The largest buyer was Sit Investment Associates, adding an estimated $5.82M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $2.79M sold.

  • 66 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q1 2020, down from 73 in Q4 2019.
  • Funds reported $75.5M of DoubleLine Opportunistic Credit Fund stock for Q1 2020, down 14% quarter-over-quarter.
  • 7 funds opened new DoubleLine Opportunistic Credit Fund positions in Q1 2020 and 12 closed out, a net change of -5 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q1 2020 was Sit Investment Associates, an estimated $5.82M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q1 2020 was Oxbow Advisors, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2020.