DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

62 hedge funds and large institutions have $98.6M invested in DoubleLine Opportunistic Credit Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$39.3M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.07M
3
SWP
3
Strategic Wealth Partners
Ohio
$755K
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$2.66M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.7M

Top Sellers

1
ICMP
1
Integrated Capital Management (Pennsylvania)
Pennsylvania
$156K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
CRC
3
Catawba River Capital
South Carolina
$1.31M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$1.03M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IP
26
Ignite Planners
California
$526K 35,704 +594 +2%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$489K 33,710 +5,250 +18%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$473K 32,615 – –
VCP
29
Verus Capital Partners
Arizona
$452K 31,134 +4,038 +15%
AA
30
Apriem Advisors
California
$409K 28,160 – –
FM
31
Family Management
New York
$374K 25,777 -1,954 -7%
Osaic Holdings
32
Osaic Holdings
Arizona
$372K 25,622 +1,466 +6%
CWM
33
Circle Wealth Management
New Jersey
$338K 23,298 – –
IAIM
34
International Assets Investment Management
Florida
$268K 18,462 +2,503 +16%
FSA
35
Fort Sheridan Advisors
Illinois
$233K 16,062 -3,232 -17%
SPC
36
Sigma Planning Corp
Michigan
$227K 15,643 +37 +0.2%
KA
37
Kercheville Advisors
Texas
$224K 15,450 +14 +0.1%
MWM
38
Melfa Wealth Management
Massachusetts
$220K 15,144 +163 +1%
GSEP
39
Golden State Equity Partners
California
$185K 12,758 +12,758 New
AC
40
Addison Capital
Pennsylvania
$183K 12,650 – –
BRWA
41
B. Riley Wealth Advisors
Florida
$182K 12,533 -1,268 -9%
BHWA
42
Beacon Harbor Wealth Advisors
Virginia
$178K 12,300 – –
KCPG
43
Kavar Capital Partners Group
Kansas
$177K 12,227 +39 +0.3%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$177K 12,172 +145 +1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$164K 11,300 – –
ICMP
46
Integrated Capital Management (Pennsylvania)
Pennsylvania
$156K 10,734 -70,966 -87%
JIC
47
Joel Isaacson & Co
New York
$152K 10,456 +10 +0.1%
SW
48
SkyOak Wealth
Michigan
$150K 10,343 -3,693 -26%
CCP
49
Carmel Capital Partners
California
$101K 6,970 – –
FWM
50
Focused Wealth Management
New York
$85.7K 5,906 -4,750 -45%
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