DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

69 hedge funds and large institutions have $122M invested in DoubleLine Opportunistic Credit Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$52.8M
2
Ameriprise
2
Ameriprise
Minnesota
$3.33M
3
NA
3
NewEdge Advisors
Louisiana
$734K
4
FM
4
Family Management
New York
$4.26M
5
GSWM
5
Golden State Wealth Management
California
$211K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$3.12M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$0
4
FFA
4
First Foundation Advisors
California
$1.26M
5
ACP
5
Aviance Capital Partners
Florida
$7.58M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$734K 38,285 +38,285 New
AA
27
Apriem Advisors
California
$686K 35,810 -2,800 -7%
TPWM
28
Twelve Points Wealth Management
Massachusetts
$609K 31,746 +31,746 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$482K 25,149 +23 +0.1%
HighTower Advisors
30
HighTower Advisors
Illinois
$440K 22,950 -4,000 -15%
KCPG
31
Kavar Capital Partners Group
Kansas
$432K 22,550 +10,250 +83%
VHAM
32
Van Hulzen Asset Management
California
$414K 21,622 -5,500 -20%
BHWA
33
Beacon Harbor Wealth Advisors
Virginia
$389K 20,300 – –
CWM
34
Circle Wealth Management
New Jersey
$351K 18,298 +3,198 +21%
SPC
35
Sigma Planning Corp
Michigan
$333K 17,388 -668 -4%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$329K 17,151 -400 -2%
JIC
37
Joel Isaacson & Co
New York
$326K 17,000 – –
MA
38
Mutual Advisors
Nebraska
$317K 16,549 -850 -5%
SAM
39
Secure Asset Management
Michigan
$310K 16,149 -4,900 -23%
Truist Financial
40
Truist Financial
North Carolina
$291K 15,171 +355 +2%
AC
41
Addison Capital
Pennsylvania
$274K 14,300 – –
SW
42
SkyOak Wealth
Michigan
$234K 12,197 +59 +0.5%
DSAM
43
Dock Street Asset Management
Florida
$229K 11,970 – –
RJFSA
44
Raymond James Financial Services Advisors
Florida
$217K 11,317 +233 +2%
Osaic Holdings
45
Osaic Holdings
Arizona
$215K 11,267 -2,424 -18%
GSWM
46
Golden State Wealth Management
California
$211K 11,000 +11,000 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$195K 10,195 -5,227 -34%
FWM
48
Focused Wealth Management
New York
$185K 9,660 +215 +2%
APA
49
American Portfolios Advisors
New York
$182K 9,503 +167 +2%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$182K 9,500 – –
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