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DBL

DoubleLine Opportunistic Credit Fund
DBL

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

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

4% less funds holding

Funds holding: 69 → 66 (-3)

4.91% less ownership

Funds ownership: 42.57% → 37.65% (-4.9%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

19% less capital invested

Capital invested by funds: $122M → $98.4M (-$23.7M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.43M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.56M
3
RJA
Raymond James & Associates
Florida
+$1.46M
4
TPWM
Twelve Points Wealth Management
Massachusetts
+$785K
5
LGWM
Litman Gregory Wealth Management
California
+$693K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$8.88M
2
SWM
Spire Wealth Management
Virginia
-$2.98M
3
ACP
Aviance Capital Partners
Florida
-$2.44M
4
Ameriprise
Ameriprise
Minnesota
-$1.79M
5
KA
Kercheville Advisors
Texas
-$792K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$623K -$19.5K -1,100 -3%
AA
27
Apriem Advisors
California
$597K -$3.54K -200 -0.6%
Stifel Financial
28
Stifel Financial
Missouri
$566K +$598K +33,763 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$544K +$130K +7,339 +29%
HighTower Advisors
30
HighTower Advisors
Illinois
$418K +$36.4K +2,056 +9%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$414K +$437K +24,687 New
CWM
32
Circle Wealth Management
New Jersey
$390K +$88.6K +5,000 +27%
KA
33
Kercheville Advisors
Texas
$355K -$792K -44,671 -68%
BHWA
34
Beacon Harbor Wealth Advisors
Virginia
$340K – – –
VCP
35
Verus Capital Partners
Arizona
$298K +$325K +18,343 New
JIC
36
Joel Isaacson & Co
New York
$282K – – –
SPC
37
Sigma Planning Corp
Michigan
$275K -$17.2K -972 -6%
SAM
38
Secure Asset Management
Michigan
$271K – – –
VHAM
39
Van Hulzen Asset Management
California
$270K -$97.5K -5,500 -25%
SW
40
SkyOak Wealth
Michigan
$256K +$54.5K +3,076 +25%
LCM
41
Landscape Capital Management
New Jersey
$252K +$267K +15,050 New
Truist Financial
42
Truist Financial
North Carolina
$242K -$13.2K -746 -5%
AC
43
Addison Capital
Pennsylvania
$212K -$29.2K -1,650 -12%
GSWM
44
Golden State Wealth Management
California
$203K +$19.8K +1,118 +10%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$202K -$89.9K -5,073 -30%
DSAM
46
Dock Street Asset Management
Florida
$201K – – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
$195K +$5.39K +304 +3%
Osaic Holdings
48
Osaic Holdings
Arizona
$164K -$26K -1,470 -13%
FWM
49
Focused Wealth Management
New York
$164K +$2.2K +124 +1%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$159K – – –
1
2
3

DBL Hedge Fund Activity: Q1 2022 in Review

66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q1 2022, worth a combined $98.4M — down 19% from $122M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DBL and 6 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 26 added.

The largest buyer was Morgan Stanley, adding an estimated $2.43M. The largest seller was Sit Investment Associates, cutting an estimated $8.88M.

  • 66 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q1 2022, down from 69 in Q4 2021.
  • Funds reported $98.4M of DoubleLine Opportunistic Credit Fund stock for Q1 2022, down 19% quarter-over-quarter.
  • 6 funds opened new DoubleLine Opportunistic Credit Fund positions in Q1 2022 and 7 closed out, a net change of -1 holder.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q1 2022 was Morgan Stanley, an estimated $2.43M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q1 2022 was Sit Investment Associates, an estimated $8.88M sold.

Based on aggregated 13F filings for Q1 2022.