DoubleLine Opportunistic Credit Fund
DBL
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.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $82.7M → $96.3M (+$13.6M)
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
5% more funds holding
Funds holding: 59 → 62 (+3)
4.88% more ownership
Funds ownership: 36.66% → 41.54% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.61M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.71M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$660K |
| 4 |
IP
Ignite Planners
San Clemente,
California
|
+$440K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$415K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Family Management
New York
|
-$1.05M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$839K |
| 3 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$595K |
| 4 |
IP
Intellectus Partners
San Francisco,
California
|
-$457K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$351K |
DBL Hedge Fund Activity: Q4 2022 in Review
62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2022, worth a combined $96.3M — up 16% from $82.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DBL positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.61M. The largest seller was Family Management, cutting an estimated $1.05M.
- 62 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2022, up from 59 in Q3 2022.
- Funds reported $96.3M of DoubleLine Opportunistic Credit Fund stock for Q4 2022, up 16% quarter-over-quarter.
- 10 funds opened new DoubleLine Opportunistic Credit Fund positions in Q4 2022 and 6 closed out, a net change of +4 holders.
- The largest DoubleLine Opportunistic Credit Fund buyer in Q4 2022 was Morgan Stanley, an estimated $4.61M added.
- The largest DoubleLine Opportunistic Credit Fund seller in Q4 2022 was Family Management, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2022.