DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

72 hedge funds and large institutions have $116M invested in DoubleLine Opportunistic Credit Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
31
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$42.1M
2
LGWM
2
Litman Gregory Wealth Management
California
$2.03M
3
ACP
3
Aviance Capital Partners
Florida
$8.18M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$997K
5
CWM
5
Circle Wealth Management
New Jersey
$298K

Top Sellers

1
MWPCG
1
Measured Wealth Private Client Group
New Hampshire
$0
2
AI
2
ArchPoint Investors
Florida
$2.31M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SFS
4
Shaker Financial Services
Virginia
$663K
5
WS
5
Wedbush Securities
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Apriem Advisors
California
$761K 38,610 +1,200 +3%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$698K 35,400 +3,500 +11%
SFS
28
Shaker Financial Services
Virginia
$663K 33,615 -21,181 -39%
VHAM
29
Van Hulzen Asset Management
California
$535K 27,122 -2,600 -9%
HighTower Advisors
30
HighTower Advisors
Illinois
$531K 26,950 – –
Baird Financial Group
31
Baird Financial Group
Wisconsin
$495K 25,126 +1,290 +5%
SAM
32
Secure Asset Management
Michigan
$415K 21,049 -7,000 -25%
BHWA
33
Beacon Harbor Wealth Advisors
Virginia
$400K 20,300 – –
KAS
34
Kestra Advisory Services
Texas
$360K 18,245 +179 +1%
SPC
35
Sigma Planning Corp
Michigan
$356K 18,056 +28 +0.2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$346K 17,551 +1,500 +9%
MA
37
Mutual Advisors
Nebraska
$343K 17,399 -1,000 -5%
JIC
38
Joel Isaacson & Co
New York
$335K 17,000 +1,000 +6%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$304K 15,422 -2,603 -14%
CWM
40
Circle Wealth Management
New Jersey
$298K 15,100 +15,100 New
Truist Financial
41
Truist Financial
North Carolina
$292K 14,816 – –
AC
42
Addison Capital
Pennsylvania
$282K 14,300 – –
Osaic Holdings
43
Osaic Holdings
Arizona
$270K 13,691 +784 +6%
PAG
44
Private Advisor Group
New Jersey
$245K 12,439 +826 +7%
KCPG
45
Kavar Capital Partners Group
Kansas
$243K 12,300 +12,300 New
SW
46
SkyOak Wealth
Michigan
$239K 12,138 +49 +0.4%
DSAM
47
Dock Street Asset Management
Florida
$236K 11,970 +11,970 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$219K 11,084 -449 -4%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$187K 9,500 +9,500 New
FWM
50
Focused Wealth Management
New York
$186K 9,445 +155 +2%
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