DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

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.

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

1
ACP
1
Aviance Capital Partners
Florida
$6.9M
2
Invesco
2
Invesco
Georgia
$3.57M
3
Goldman Sachs
3
Goldman Sachs
New York
$455K
4
GC
4
Guggenheim Capital
Illinois
$1.63M
5
MWPCG
5
Measured Wealth Private Client Group
New Hampshire
$1.09M

Top Sellers

1
FFA
1
First Foundation Advisors
California
$1.98M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.01M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$169K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1M
5
Bank of America
5
Bank of America
North Carolina
$3.39M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$875K 43,603 +3,920 +10%
AA
27
Apriem Advisors
California
$750K 37,410 +1,510 +4%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$640K 31,900 +2,100 +7%
VHAM
29
Van Hulzen Asset Management
California
$596K 29,722 – –
SAM
30
Secure Asset Management
Michigan
$563K 28,049 -40 -0.1%
HighTower Advisors
31
HighTower Advisors
Illinois
$539K 26,950 -4,000 -13%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$478K 23,836 +1,185 +5%
Goldman Sachs
33
Goldman Sachs
New York
$455K 22,700 +22,700 New
BHWA
34
Beacon Harbor Wealth Advisors
Virginia
$407K 20,300 – –
MA
35
Mutual Advisors
Nebraska
$369K 18,399 – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$362K 18,025 -3,311 -16%
SPC
37
Sigma Planning Corp
Michigan
$362K 18,028 +27 +0.1%
KAS
38
Kestra Advisory Services
Texas
$362K 18,066 +177 +1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$322K 16,051 -2,805 -15%
JIC
40
Joel Isaacson & Co
New York
$321K 16,000 +1,000 +7%
Truist Financial
41
Truist Financial
North Carolina
$297K 14,816 -200 -1%
AC
42
Addison Capital
Pennsylvania
$287K 14,300 – –
Osaic Holdings
43
Osaic Holdings
Arizona
$259K 12,907 -778 -6%
SW
44
SkyOak Wealth
Michigan
$243K 12,089 +48 +0.4%
PAG
45
Private Advisor Group
New Jersey
$233K 11,613 +250 +2%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$231K 11,533 +1,167 +11%
WS
47
Wedbush Securities
California
$216K 10,786 +19 +0.2%
Stifel Financial
48
Stifel Financial
Missouri
$216K 10,781 +293 +3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$206K 10,292 -2,206 -18%
APA
50
American Portfolios Advisors
New York
$187K 9,327 +14 +0.2%
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