DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

61 hedge funds and large institutions have $120M invested in DoubleLine Opportunistic Credit Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
31
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$2.53M
2
Ameriprise
2
Ameriprise
Minnesota
$3.63M
3
Wells Fargo
3
Wells Fargo
California
$3.82M
4
IAIM
4
International Assets Investment Management
Florida
$1.58M
5
UAG
5
United Advisor Group
Ohio
$416K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.1M
2
GP
2
Gridiron Partners
Pennsylvania
$644K
3
SIA
3
Sit Investment Associates
Minnesota
$42.6M
4
GC
4
Guggenheim Capital
Illinois
$1.05M
5
FM
5
Family Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
26
U.S. Capital Wealth Advisors
Texas
$641K 41,594 +7,270 +21%
VCP
27
Verus Capital Partners
Arizona
$525K 34,054 -444 -1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$464K 30,097 +3 +0%
Osaic Holdings
29
Osaic Holdings
Arizona
$454K 29,443 -765 -3%
NA
30
NewEdge Advisors
Louisiana
$444K 28,785 -8,200 -22%
Comerica Bank
31
Comerica Bank
Texas
$439K 28,463 +3,710 +15%
AA
32
Apriem Advisors
California
$433K 28,110 – –
WS
33
Wedbush Securities
California
$423K 27,463 +11,821 +76%
UAG
34
United Advisor Group
Ohio
$416K 26,963 +26,963 New
CWM
35
Circle Wealth Management
New Jersey
$359K 23,298 – –
FSA
36
Fort Sheridan Advisors
Illinois
$323K 20,923 +4,361 +26%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$320K 20,750 – –
AWAG
38
ARS Wealth Advisors Group
Florida
$298K 19,300 +4,300 +29%
MWM
39
Melfa Wealth Management
Massachusetts
$241K 15,609 +126 +0.8%
KA
40
Kercheville Advisors
Texas
$231K 14,995 +15 +0.1%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$229K 14,870 +3,289 +28%
WJWM
42
Williams Jones Wealth Management
New York
$193K 12,516 -4,000 -24%
BRWA
43
B. Riley Wealth Advisors
Florida
$187K 12,823 +12,823 New
AC
44
Addison Capital
Pennsylvania
$183K 11,900 -750 -6%
JIC
45
Joel Isaacson & Co
New York
$177K 11,474 +1,000 +10%
Truist Financial
46
Truist Financial
North Carolina
$169K 10,976 +10,976 New
LCM
47
Landscape Capital Management
New Jersey
$166K 10,786 +10,786 New
SW
48
SkyOak Wealth
Michigan
$156K 10,088 +10,088 New
HCM
49
Highlander Capital Management
New Jersey
$78.6K 5,095 +495 +11%
S
50
SignatureFD
Georgia
$61.5K 3,985 +86 +2%
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