DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

64 hedge funds and large institutions have $125M invested in DoubleLine Opportunistic Credit Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% 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
29
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$2.62M
3
IP
3
Intellectus Partners
California
$3.73M
4
GC
4
Guggenheim Capital
Illinois
$1.62M
5
UBS Group
5
UBS Group
Switzerland
$9.21M

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$0
2
Walleye Capital
2
Walleye Capital
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$13.2M
4
GSEP
4
Golden State Equity Partners
California
$0
5
Invesco
5
Invesco
Georgia
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
GP
26
Gridiron Partners
Pennsylvania
$633K 40,017 – –
VCP
27
Verus Capital Partners
Arizona
$512K 32,373 -3,479 -10%
WS
28
Wedbush Securities
California
$460K 29,061 +37 +0.1%
Comerica Bank
29
Comerica Bank
Texas
$450K 28,463 – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$448K 28,340 – –
NA
31
NewEdge Advisors
Louisiana
$447K 28,240 -1,745 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$401K 25,376 +2,494 +11%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$401K 25,338 +4,588 +22%
UAG
34
United Advisor Group
Ohio
$393K 24,857 -1,502 -6%
FSA
35
Fort Sheridan Advisors
Illinois
$390K 24,647 – –
AA
36
Apriem Advisors
California
$366K 23,110 -5,000 -18%
AWAG
37
ARS Wealth Advisors Group
Florida
$305K 19,300 – –
MWM
38
Melfa Wealth Management
Massachusetts
$247K 15,609 – –
ATPW
39
Ashton Thomas Private Wealth
Arizona
$246K 15,554 +2,447 +19%
JSW
40
Journey Strategic Wealth
New Jersey
$226K 14,265 -900 -6%
KA
41
Kercheville Advisors
Texas
$222K 14,026 +15 +0.1%
JIC
42
Joel Isaacson & Co
New York
$182K 11,474 – –
KCPG
43
Kavar Capital Partners Group
Kansas
$181K 11,440 +11,440 New
Truist Financial
44
Truist Financial
North Carolina
$179K 11,326 -300 -3%
SW
45
SkyOak Wealth
Michigan
$165K 10,403 +156 +2%
EWA
46
EverSource Wealth Advisors
Alabama
$149K 9,408 +81 +0.9%
IAIM
47
International Assets Investment Management
Florida
$145K 2,298,915 +2,156,851 +1,518%
MTC
48
Matrix Trust Company
Colorado
$68K 4,302 +4,302 New
S
49
SignatureFD
Georgia
$65.8K 4,161 +88 +2%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$57.9K 3,661 +76 +2%
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