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DBL

DoubleLine Opportunistic Credit Fund
DBL

73 hedge funds and large institutions have $112M invested in DoubleLine Opportunistic Credit Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less capital invested

Capital invested by funds: $114M → $112M (-$2.24M)

1% less funds holding

Funds holding: 74 → 73 (-1)

1.36% less ownership

Funds ownership: 38.65% → 37.29% (-1.4%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
31
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACP
Aviance Capital Partners
Florida
+$864K
2
Invesco
Invesco
Georgia
+$516K
3
Goldman Sachs
Goldman Sachs
New York
+$449K
4
GC
Guggenheim Capital
Illinois
+$239K
5
MWPCG
Measured Wealth Private Client Group
New Hampshire
+$167K

Top Sellers

Rank Fund Capital Flow
1
LGWM
Litman Gregory Wealth Management
California
-$1.8M
2
FFA
First Foundation Advisors
California
-$1.55M
3
Morgan Stanley
Morgan Stanley
New York
-$853K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$781K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$875K +$77.5K +3,920 +10%
AA
27
Apriem Advisors
California
$750K +$29.9K +1,510 +4%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$640K +$41.5K +2,100 +7%
VHAM
29
Van Hulzen Asset Management
California
$596K – – –
SAM
30
Secure Asset Management
Michigan
$563K -$791 -40 -0.1%
HighTower Advisors
31
HighTower Advisors
Illinois
$539K -$79.1K -4,000 -13%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$478K +$23.4K +1,185 +5%
Goldman Sachs
33
Goldman Sachs
New York
$455K +$449K +22,700 New
BHWA
34
Beacon Harbor Wealth Advisors
Virginia
$407K – – –
MA
35
Mutual Advisors
Nebraska
$369K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$362K -$65.5K -3,311 -16%
SPC
37
Sigma Planning Corp
Michigan
$362K +$534 +27 +0.1%
KAS
38
Kestra Advisory Services
Texas
$362K +$3.5K +177 +1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$322K -$55.5K -2,805 -15%
JIC
40
Joel Isaacson & Co
New York
$321K +$19.8K +1,000 +7%
Truist Financial
41
Truist Financial
North Carolina
$297K -$3.95K -200 -1%
AC
42
Addison Capital
Pennsylvania
$287K – – –
Osaic Holdings
43
Osaic Holdings
Arizona
$259K -$15.4K -778 -6%
SW
44
SkyOak Wealth
Michigan
$243K +$949 +48 +0.4%
PAG
45
Private Advisor Group
New Jersey
$233K +$4.94K +250 +2%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$231K +$23.1K +1,167 +11%
WS
47
Wedbush Securities
California
$216K +$376 +19 +0.2%
Stifel Financial
48
Stifel Financial
Missouri
$216K +$5.79K +293 +3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$206K -$43.6K -2,206 -18%
APA
50
American Portfolios Advisors
New York
$187K +$277 +14 +0.2%
1
2
3 4

DBL Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q2 2021, worth a combined $112M — down 2% from $114M a quarter earlier.

Fund positioning in DBL was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 31 added to existing stakes and 22 trimmed.

The largest buyer was Aviance Capital Partners, adding an estimated $864K. The largest seller was Litman Gregory Wealth Management, cutting an estimated $1.8M.

  • 73 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q2 2021, down from 74 in Q1 2021.
  • Funds reported $112M of DoubleLine Opportunistic Credit Fund stock for Q2 2021, down 2% quarter-over-quarter.
  • 5 funds opened new DoubleLine Opportunistic Credit Fund positions in Q2 2021 and 5 closed out, a net change of 0 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q2 2021 was Aviance Capital Partners, an estimated $864K added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q2 2021 was Litman Gregory Wealth Management, an estimated $1.8M sold.

Based on aggregated 13F filings for Q2 2021.