DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

70 hedge funds and large institutions have $90.9M invested in DoubleLine Opportunistic Credit Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.37M
2
SIA
2
Sit Investment Associates
Minnesota
$36.5M
3
LGWM
3
Litman Gregory Wealth Management
California
$2.49M
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$1.61M
5
KCPG
5
Kavar Capital Partners Group
Kansas
$336K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$891K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$273K
3
SFS
3
Shaker Financial Services
Virginia
$168K
4
VCP
4
Verus Capital Partners
Arizona
$231K
5
Stifel Financial
5
Stifel Financial
Missouri
$198K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$511K +$5.26K +338 +1%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$475K +$90.7K +5,823 +24%
CWM
28
Circle Wealth Management
New Jersey
$363K – – –
KCPG
29
Kavar Capital Partners Group
Kansas
$336K +$336K +21,582 New
BHWA
30
Beacon Harbor Wealth Advisors
Virginia
$316K – – –
KA
31
Kercheville Advisors
Texas
$294K -$35.5K -2,284 -11%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$273K -$1.26M -80,968 -82%
JIC
33
Joel Isaacson & Co
New York
$265K – – –
SPC
34
Sigma Planning Corp
Michigan
$256K +$483 +31 +0.2%
HighTower Advisors
35
HighTower Advisors
Illinois
$242K -$148K -9,489 -38%
SW
36
SkyOak Wealth
Michigan
$240K +$1.98K +127 +0.8%
Truist Financial
37
Truist Financial
North Carolina
$239K +$14.7K +946 +7%
IWC
38
Integrated Wealth Concepts
Massachusetts
$238K +$238K +15,273 New
VCP
39
Verus Capital Partners
Arizona
$231K -$341K -10,932 -60%
IIA
40
IPG Investment Advisors
California
$230K +$230K +14,750 New
VHAM
41
Van Hulzen Asset Management
California
$223K -$28.4K -1,820 -11%
Stifel Financial
42
Stifel Financial
Missouri
$198K -$328K -21,059 -62%
AC
43
Addison Capital
Pennsylvania
$197K – – –
DSAM
44
Dock Street Asset Management
Florida
$186K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$182K -$772 -51 -0.4%
SFS
46
Shaker Financial Services
Virginia
$168K -$1.12M -71,482 -87%
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$163K +$163K +10,472 New
FWM
48
Focused Wealth Management
New York
$156K +$3.11K +199 +2%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$148K – – –
APA
50
American Portfolios Advisors
New York
$146K -$1.11K -71 -0.8%
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