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DBL

DoubleLine Opportunistic Credit Fund
DBL

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.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

3% more capital invested

Capital invested by funds: $98.6M → $101M (+$2.5M)

0.87% more ownership

Funds ownership: 42.64% → 43.51% (+0.87%)

3% less funds holding

Funds holding: 62 → 60 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.95%
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

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.93M
2
ECM
Evergreen Capital Management
Washington
+$1.91M
3
SIA
Sit Investment Associates
Minnesota
+$1.07M
4
IAIM
International Assets Investment Management
Florida
+$746K
5
Invesco
Invesco
Georgia
+$510K

Top Sellers

Rank Fund Capital Flow
1
ACP
Aviance Capital Partners
Florida
-$1.38M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.36M
3
CRC
Catawba River Capital
South Carolina
-$1.31M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$940K
5
PAS
Park Avenue Securities
New York
-$867K
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
26
U.S. Capital Wealth Advisors
Texas
$489K -$2.46K -171 -0.5%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$476K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$415K +$40.8K +2,832 +11%
AA
29
Apriem Advisors
California
$411K – – –
NA
30
NewEdge Advisors
Louisiana
$379K -$197K -13,700 -35%
Comerica Bank
31
Comerica Bank
Texas
$361K +$357K +24,753 New
CWM
32
Circle Wealth Management
New Jersey
$340K – – –
FSA
33
Fort Sheridan Advisors
Illinois
$241K +$7.21K +500 +3%
WJWM
34
Williams Jones Wealth Management
New York
$241K +$238K +16,516 New
KA
35
Kercheville Advisors
Texas
$225K +$216 +15 +0.1%
MWM
36
Melfa Wealth Management
Massachusetts
$223K +$2.41K +167 +1%
FM
37
Family Management
New York
$209K -$165K -11,463 -44%
BHWA
38
Beacon Harbor Wealth Advisors
Virginia
$208K +$28.8K +2,000 +16%
BRWA
39
B. Riley Wealth Advisors
Florida
$187K +$4.18K +290 +2%
GSEP
40
Golden State Equity Partners
California
$185K -$937 -65 -0.5%
AC
41
Addison Capital
Pennsylvania
$184K – – –
KCPG
42
Kavar Capital Partners Group
Kansas
$179K +$562 +39 +0.3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$175K -$2.09K -145 -1%
JIC
44
Joel Isaacson & Co
New York
$153K +$159 +11 +0.1%
Truist Financial
45
Truist Financial
North Carolina
$149K +$147K +10,189 New
CCP
46
Carmel Capital Partners
California
$102K – – –
HCM
47
Highlander Capital Management
New Jersey
$67K +$18K +1,250 +37%
S
48
SignatureFD
Georgia
$55.6K +$1.24K +86 +2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$48.9K +$1.1K +76 +2%
IA
50
IFP Advisors
Florida
$44.2K – – –
1
2
3

DBL Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q3 2023, worth a combined $101M — up 2.5% from $98.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DBL and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 28 added.

The largest buyer was Ameriprise, adding an estimated $1.93M. The largest seller was Aviance Capital Partners, cutting an estimated $1.38M.

  • 60 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q3 2023, down from 62 in Q2 2023.
  • Funds reported $101M of DoubleLine Opportunistic Credit Fund stock for Q3 2023, up 2.5% quarter-over-quarter.
  • 6 funds opened new DoubleLine Opportunistic Credit Fund positions in Q3 2023 and 8 closed out, a net change of -2 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q3 2023 was Ameriprise, an estimated $1.93M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q3 2023 was Aviance Capital Partners, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2023.