DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

61 hedge funds and large institutions have $123M invested in DoubleLine Opportunistic Credit Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.21M
2
ECM
2
Evergreen Capital Management
Washington
$6.56M
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$862K
4
IAIM
4
International Assets Investment Management
Florida
$2.18M
5
TPWM
5
Twelve Points Wealth Management
Massachusetts
$3.91M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$39.9M
2
HIG
2
Herr Investment Group
Texas
$4.35M
3
CWM
3
Circle Wealth Management
New Jersey
$0
4
GC
4
Guggenheim Capital
Illinois
$844K
5
WJWM
5
Williams Jones Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$738K +$51.2K +3,342 +7%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$650K +$10.8K +700 +2%
GP
28
Gridiron Partners
Pennsylvania
$615K -$27.2K -1,770 -4%
LCM
29
Landscape Capital Management
New Jersey
$590K +$425K +27,641 +256%
VCP
30
Verus Capital Partners
Arizona
$551K +$27.6K +1,798 +5%
NA
31
NewEdge Advisors
Louisiana
$461K +$18.4K +1,200 +4%
WS
32
Wedbush Securities
California
$446K +$24K +1,561 +6%
Comerica Bank
33
Comerica Bank
Texas
$437K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$435K -$27K -1,757 -6%
AA
35
Apriem Advisors
California
$432K – – –
UAG
36
United Advisor Group
Ohio
$405K -$9.28K -604 -2%
FSA
37
Fort Sheridan Advisors
Illinois
$379K +$57.2K +3,724 +18%
Osaic Holdings
38
Osaic Holdings
Arizona
$351K -$101K -6,561 -22%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$319K – – –
AWAG
40
ARS Wealth Advisors Group
Florida
$296K – – –
Walleye Capital
41
Walleye Capital
New York
$249K +$249K +16,227 New
MWM
42
Melfa Wealth Management
Massachusetts
$240K – – –
JSW
43
Journey Strategic Wealth
New Jersey
$233K +$233K +15,165 New
KA
44
Kercheville Advisors
Texas
$215K -$15.1K -984 -7%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$201K -$27.1K -1,763 -12%
Truist Financial
46
Truist Financial
North Carolina
$179K +$9.98K +650 +6%
JIC
47
Joel Isaacson & Co
New York
$176K – – –
GSEP
48
Golden State Equity Partners
California
$175K +$175K +11,421 New
SW
49
SkyOak Wealth
Michigan
$157K +$2.44K +159 +2%
EWA
50
EverSource Wealth Advisors
Alabama
$145K +$145K +9,327 New
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2
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