DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

74 hedge funds and large institutions have $114M invested in DoubleLine Opportunistic Credit Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
23
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$38.2M
2
CRC
2
Catawba River Capital
South Carolina
$5.46M
3
ACP
3
Aviance Capital Partners
Florida
$5.92M
4
LGWM
4
Litman Gregory Wealth Management
California
$1.84M
5
GC
5
Guggenheim Capital
Illinois
$1.36M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$956K
2
Bank of America
2
Bank of America
North Carolina
$3.64M
3
FFA
3
First Foundation Advisors
California
$3.49M
4
FM
4
Family Management
New York
$4.13M
5
Citigroup
5
Citigroup
New York
$48K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
26
Measured Wealth Private Client Group
New Hampshire
$902K +$28.5K +1,441 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$870K +$109K +5,533 +14%
PAS
28
Park Avenue Securities
New York
$783K +$35.1K +1,781 +5%
AA
29
Apriem Advisors
California
$709K +$59.2K +3,000 +9%
HighTower Advisors
30
HighTower Advisors
Illinois
$610K – – –
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$588K +$31.6K +1,600 +6%
VHAM
32
Van Hulzen Asset Management
California
$587K – – –
SAM
33
Secure Asset Management
Michigan
$554K -$237K -12,000 -30%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$447K +$18.4K +932 +4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$421K -$33.4K -1,691 -7%
BHWA
36
Beacon Harbor Wealth Advisors
Virginia
$401K – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$372K -$1.97K -100 -0.5%
MA
38
Mutual Advisors
Nebraska
$363K – – –
SPC
39
Sigma Planning Corp
Michigan
$355K +$532 +27 +0.2%
KAS
40
Kestra Advisory Services
Texas
$353K -$125K -6,327 -26%
Truist Financial
41
Truist Financial
North Carolina
$296K -$16.6K -843 -5%
JIC
42
Joel Isaacson & Co
New York
$296K +$296K +15,000 New
AC
43
Addison Capital
Pennsylvania
$282K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$271K +$1.62K +82 +0.6%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$246K +$11.3K +575 +5%
SW
46
SkyOak Wealth
Michigan
$237K +$925 +47 +0.4%
PAG
47
Private Advisor Group
New Jersey
$224K -$5.09K -258 -2%
WS
48
Wedbush Securities
California
$213K +$213K +10,767 New
Stifel Financial
49
Stifel Financial
Missouri
$207K -$75.4K -3,822 -27%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$205K +$205K +10,366 New
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2
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