DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

62 hedge funds and large institutions have $96.3M invested in DoubleLine Opportunistic Credit Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.05M
3
Wells Fargo
Wells Fargo
California
$2.55M
4
IP
Ignite Planners
California
$466K
5
USCWA
U.S. Capital Wealth Advisors
Texas
$423K

Top Sellers

1
FM
Family Management
New York
$412K
2
SIA
Sit Investment Associates
Minnesota
$37.4M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$524K
4
IP
Intellectus Partners
California
$1.78M
5
RJA
Raymond James & Associates
Florida
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Apriem Advisors
California
$476K -$30.4K -2,050 -6%
Osaic Holdings
27
Osaic Holdings
Arizona
$468K +$278K +18,720 +146%
IP
28
Ignite Planners
California
$466K +$466K +30,217 New
USCWA
29
U.S. Capital Wealth Advisors
Texas
$423K +$423K +28,460 New
FM
30
Family Management
New York
$412K -$1.07M -72,108 -72%
VCP
31
Verus Capital Partners
Arizona
$349K +$108K +7,292 +45%
CWM
32
Circle Wealth Management
New Jersey
$346K – – –
BHWA
33
Beacon Harbor Wealth Advisors
Virginia
$301K +$301K +20,300 New
FSA
34
Fort Sheridan Advisors
Illinois
$286K -$49K -3,301 -15%
IAIM
35
International Assets Investment Management
Florida
$286K +$138K +9,263 +93%
KA
36
Kercheville Advisors
Texas
$266K -$14.6K -981 -5%
BRWA
37
B. Riley Wealth Advisors
Florida
$261K +$261K +17,573 New
SPC
38
Sigma Planning Corp
Michigan
$231K +$520 +35 +0.2%
HighTower Advisors
39
HighTower Advisors
Illinois
$228K -$41.1K -2,774 -15%
MWM
40
Melfa Wealth Management
Massachusetts
$220K +$220K +14,826 New
SW
41
SkyOak Wealth
Michigan
$206K +$2.12K +143 +1%
AC
42
Addison Capital
Pennsylvania
$188K – – –
Stifel Financial
43
Stifel Financial
Missouri
$181K +$8.91K +600 +5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$179K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$168K +$26.7K +1,800 +19%
Truist Financial
46
Truist Financial
North Carolina
$157K -$12.6K -848 -7%
JIC
47
Joel Isaacson & Co
New York
$155K -$127K -8,564 -45%
FWM
48
Focused Wealth Management
New York
$155K +$3.45K +232 +2%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150K -$8.36K -563 -5%
GWM
50
Geneos Wealth Management
Colorado
$142K +$68.4K +4,607 +93%
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