DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

65 hedge funds and large institutions have $95.6M invested in DoubleLine Opportunistic Credit Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.2M
2
SIA
2
Sit Investment Associates
Minnesota
$37.2M
3
SFS
3
Shaker Financial Services
Virginia
$985K
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$2.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.48M

Top Sellers

1
CRC
1
Catawba River Capital
South Carolina
$2.09M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Invesco
3
Invesco
Georgia
$1.51M
4
GWM
4
Geneos Wealth Management
Colorado
$8.86K
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$174K
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
26
CI Investments Inc
Ontario, Canada
$462K – – –
USCWA
27
U.S. Capital Wealth Advisors
Texas
$404K – – –
AA
28
Apriem Advisors
California
$399K -$55.3K -3,900 -12%
FM
29
Family Management
New York
$393K – – –
VCP
30
Verus Capital Partners
Arizona
$384K +$51.4K +3,628 +15%
Osaic Holdings
31
Osaic Holdings
Arizona
$343K -$105K -7,379 -23%
CWM
32
Circle Wealth Management
New Jersey
$330K – – –
FSA
33
Fort Sheridan Advisors
Illinois
$274K +$298 +21 +0.1%
IAIM
34
International Assets Investment Management
Florida
$226K -$46.9K -3,304 -17%
SPC
35
Sigma Planning Corp
Michigan
$221K +$482 +34 +0.2%
KA
36
Kercheville Advisors
Texas
$219K -$35.3K -2,486 -14%
MWM
37
Melfa Wealth Management
Massachusetts
$212K +$2.2K +155 +1%
SW
38
SkyOak Wealth
Michigan
$199K +$2.06K +145 +1%
BRWA
39
B. Riley Wealth Advisors
Florida
$196K -$53.5K -3,772 -21%
HighTower Advisors
40
HighTower Advisors
Illinois
$181K -$36.1K -2,561 -17%
AC
41
Addison Capital
Pennsylvania
$179K – – –
BHWA
42
Beacon Harbor Wealth Advisors
Virginia
$174K -$113K -8,000 -39%
Stifel Financial
43
Stifel Financial
Missouri
$173K – – –
KCPG
44
Kavar Capital Partners Group
Kansas
$173K +$173K +12,188 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$171K – – –
Truist Financial
46
Truist Financial
North Carolina
$161K +$11.8K +830 +8%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$160K – – –
ICMP
48
Integrated Capital Management (Pennsylvania)
Pennsylvania
$154K +$135K +71,598 +709%
FWM
49
Focused Wealth Management
New York
$151K +$3.26K +230 +2%
JIC
50
Joel Isaacson & Co
New York
$148K +$142 +10 +0.1%
1
2
3