DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

61 hedge funds and large institutions have $134M invested in DoubleLine Opportunistic Credit Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
20
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.5M
2
UBS Group
2
UBS Group
Switzerland
$8.31M
3
ECM
3
Evergreen Capital Management
Washington
$5.12M
4
SIA
4
Sit Investment Associates
Minnesota
$43.9M
5
IP
5
Ignite Planners
California
$1.24M

Top Sellers

1
ACP
1
Aviance Capital Partners
Florida
$1.16M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$0
3
Invesco
3
Invesco
Georgia
$1.79M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.05M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VCP
26
Verus Capital Partners
Arizona
$530K 34,498 -1,259 -4%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$527K 34,324 +785 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$464K 30,208 +1,754 +6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$462K 30,094 -4,697 -14%
AA
30
Apriem Advisors
California
$431K 28,110 -50 -0.2%
Comerica Bank
31
Comerica Bank
Texas
$380K 24,753 – –
CWM
32
Circle Wealth Management
New Jersey
$358K 23,298 – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$319K 20,750 +20,750 New
FSA
34
Fort Sheridan Advisors
Illinois
$254K 16,562 – –
WJWM
35
Williams Jones Wealth Management
New York
$254K 16,516 – –
WS
36
Wedbush Securities
California
$240K 15,642 +15,642 New
MWM
37
Melfa Wealth Management
Massachusetts
$238K 15,483 +172 +1%
AWAG
38
ARS Wealth Advisors Group
Florida
$230K 15,000 +15,000 New
KA
39
Kercheville Advisors
Texas
$230K 14,980 -485 -3%
FM
40
Family Management
New York
$220K 14,314 – –
BF
41
Brogan Financial
Tennessee
$212K 13,835 +13,835 New
AC
42
Addison Capital
Pennsylvania
$194K 12,650 – –
GSEP
43
Golden State Equity Partners
California
$191K 12,435 -258 -2%
AAS
44
Avantax Advisory Services
Texas
$178K 11,627 +11,627 New
ATPW
45
Ashton Thomas Private Wealth
Arizona
$178K 11,581 +11,581 New
JIC
46
Joel Isaacson & Co
New York
$161K 10,474 +7 +0.1%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$156K 10,193 -1,834 -15%
HCM
48
Highlander Capital Management
New Jersey
$70.6K 4,600 – –
S
49
SignatureFD
Georgia
$59.9K 3,899 +88 +2%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$52.7K 3,432 +76 +2%
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