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DBL

DoubleLine Opportunistic Credit Fund

65 hedge funds and large institutions have $127M invested in DoubleLine Opportunistic Credit Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

13.04% more ownership

Funds ownership: 47.31%60.35% (+13%)

5% more funds holding

Funds holding: 6265 (+3)

2% more capital invested

Capital invested by funds: $124M → $127M (+$2.7M)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
26
U.S. Capital Wealth Advisors
Texas
$730K +$60.6K +3,850 +9%
GP
27
Gridiron Partners
Pennsylvania
$633K
WS
28
Wedbush Securities
California
$460K +$582 +37 +0.1%
Comerica Bank
29
Comerica Bank
Texas
$450K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$448K
NA
31
NewEdge Advisors
Louisiana
$447K -$27.5K -1,745 -6%
VCP
32
Verus Capital Partners
Arizona
$426K -$54.8K -3,480 -11%
Osaic Holdings
33
Osaic Holdings
Arizona
$401K +$39.2K +2,494 +11%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$401K +$72.2K +4,588 +22%
UAG
35
United Advisor Group
Ohio
$393K -$23.6K -1,502 -6%
FSA
36
Fort Sheridan Advisors
Illinois
$390K
AA
37
Apriem Advisors
California
$366K -$78.7K -5,000 -18%
AWAG
38
ARS Wealth Advisors Group
Florida
$305K
MWM
39
Melfa Wealth Management
Massachusetts
$247K
ATPW
40
Ashton Thomas Private Wealth
Arizona
$246K +$38.5K +2,447 +19%
JSW
41
Journey Strategic Wealth
New Jersey
$226K -$14.2K -900 -6%
KA
42
Kercheville Advisors
Texas
$222K +$236 +15 +0.1%
JIC
43
Joel Isaacson & Co
New York
$182K
KCPG
44
Kavar Capital Partners Group
Kansas
$181K +$180K +11,440 New
Truist Financial
45
Truist Financial
North Carolina
$179K -$4.72K -300 -3%
SW
46
SkyOak Wealth
Michigan
$165K +$2.45K +156 +2%
EWA
47
EverSource Wealth Advisors
Alabama
$149K +$1.27K +81 +0.9%
IAIM
48
International Assets Investment Management
Florida
$145K +$33.9M +2,156,851 +1,518%
MTC
49
Matrix Trust Company
Colorado
$68K +$67.7K +4,302 New
S
50
SignatureFD
Georgia
$65.8K +$1.38K +88 +2%

DBL Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q3 2024, worth a combined $127M — up 2.2% from $124M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DBL positions and 3 closed out — a net gain of 4 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $33.9M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $590K sold.

  • 65 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q3 2024, up from 62 in Q2 2024.
  • Funds reported $127M of DoubleLine Opportunistic Credit Fund stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 7 funds opened new DoubleLine Opportunistic Credit Fund positions in Q3 2024 and 3 closed out, a net change of +4 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $33.9M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q3 2024 was Landscape Capital Management, an estimated $590K sold.

Based on aggregated 13F filings for Q3 2024.