DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

60 hedge funds and large institutions have $101M invested in DoubleLine Opportunistic Credit Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$2.92M
2
ECM
2
Evergreen Capital Management
Washington
$1.93M
3
SIA
3
Sit Investment Associates
Minnesota
$40.5M
4
IAIM
4
International Assets Investment Management
Florida
$1.01M
5
Invesco
5
Invesco
Georgia
$2.06M

Top Sellers

1
ACP
1
Aviance Capital Partners
Florida
$2.16M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.18M
3
CRC
3
Catawba River Capital
South Carolina
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
26
U.S. Capital Wealth Advisors
Texas
$489K 33,539 -171 -0.5%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$476K 32,615 – –
Osaic Holdings
28
Osaic Holdings
Arizona
$415K 28,454 +2,832 +11%
AA
29
Apriem Advisors
California
$411K 28,160 – –
NA
30
NewEdge Advisors
Louisiana
$379K 25,985 -13,700 -35%
Comerica Bank
31
Comerica Bank
Texas
$361K 24,753 +24,753 New
CWM
32
Circle Wealth Management
New Jersey
$340K 23,298 – –
FSA
33
Fort Sheridan Advisors
Illinois
$241K 16,562 +500 +3%
WJWM
34
Williams Jones Wealth Management
New York
$241K 16,516 +16,516 New
KA
35
Kercheville Advisors
Texas
$225K 15,465 +15 +0.1%
MWM
36
Melfa Wealth Management
Massachusetts
$223K 15,311 +167 +1%
FM
37
Family Management
New York
$209K 14,314 -11,463 -44%
BHWA
38
Beacon Harbor Wealth Advisors
Virginia
$208K 14,300 +2,000 +16%
BRWA
39
B. Riley Wealth Advisors
Florida
$187K 12,823 +290 +2%
GSEP
40
Golden State Equity Partners
California
$185K 12,693 -65 -0.5%
AC
41
Addison Capital
Pennsylvania
$184K 12,650 – –
KCPG
42
Kavar Capital Partners Group
Kansas
$179K 12,266 +39 +0.3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$175K 12,027 -145 -1%
JIC
44
Joel Isaacson & Co
New York
$153K 10,467 +11 +0.1%
Truist Financial
45
Truist Financial
North Carolina
$149K 10,189 +10,189 New
CCP
46
Carmel Capital Partners
California
$102K 6,970 – –
HCM
47
Highlander Capital Management
New Jersey
$67K 4,600 +1,250 +37%
S
48
SignatureFD
Georgia
$55.6K 3,811 +86 +2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$48.9K 3,356 +76 +2%
IA
50
IFP Advisors
Florida
$44.2K 3,031 – –
1
2
3