DBL

DoubleLine Opportunistic Credit Fund

66 hedge funds and large institutions have $98.4M invested in DoubleLine Opportunistic Credit Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
26
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$623K -$18.4K -1,100 -3%
AA
27
Apriem Advisors
California
$597K -$3.35K -200 -0.6%
Stifel Financial
28
Stifel Financial
Missouri
$566K +$566K +33,763 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$544K +$123K +7,339 +29%
HighTower Advisors
30
HighTower Advisors
Illinois
$418K +$34.4K +2,056 +9%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$414K +$414K +24,687 New
CWM
32
Circle Wealth Management
New Jersey
$390K +$83.7K +5,000 +27%
KA
33
Kercheville Advisors
Texas
$355K -$749K -44,671 -68%
BHWA
34
Beacon Harbor Wealth Advisors
Virginia
$340K
VCP
35
Verus Capital Partners
Arizona
$298K +$298K +18,343 New
JIC
36
Joel Isaacson & Co
New York
$282K
SPC
37
Sigma Planning Corp
Michigan
$275K -$16.3K -972 -6%
SAM
38
Secure Asset Management
Michigan
$271K
VHAM
39
Van Hulzen Asset Management
California
$270K -$92.1K -5,500 -25%
SW
40
SkyOak Wealth
Michigan
$256K +$51.6K +3,076 +25%
LCM
41
Landscape Capital Management
New Jersey
$252K +$252K +15,050 New
Truist Financial
42
Truist Financial
North Carolina
$242K -$12.5K -746 -5%
AC
43
Addison Capital
Pennsylvania
$212K -$27.7K -1,650 -12%
GSWM
44
Golden State Wealth Management
California
$203K +$18.7K +1,118 +10%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$202K -$84.8K -5,073 -30%
DSAM
46
Dock Street Asset Management
Florida
$201K
RJFSA
47
Raymond James Financial Services Advisors
Florida
$195K +$5.1K +304 +3%
Osaic Holdings
48
Osaic Holdings
Arizona
$164K -$24.6K -1,470 -13%
FWM
49
Focused Wealth Management
New York
$164K +$2.08K +124 +1%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$159K