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DBL

DoubleLine Opportunistic Credit Fund

75 hedge funds and large institutions have $130M invested in DoubleLine Opportunistic Credit Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

15% more funds holding

Funds holding: 6575 (+10)

2% more capital invested

Capital invested by funds: $127M → $130M (+$3.02M)

11.31% less ownership

Funds ownership: 60.35%49.04% (-11%)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
29
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GP
26
Gridiron Partners
Pennsylvania
$620K
MTC
27
Matrix Trust Company
Colorado
$537K +$470K +30,354 +706%
HKAM
28
Horizon Kinetics Asset Management
New York
$443K -$623K -40,183 -58%
Comerica Bank
29
Comerica Bank
Texas
$441K
WS
30
Wedbush Securities
California
$436K -$14.6K -943 -3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$432K -$6.97K -450 -2%
NA
32
NewEdge Advisors
Louisiana
$414K -$23.2K -1,500 -5%
VCP
33
Verus Capital Partners
Arizona
$411K -$6.63K -428 -2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$394K +$1.07K +69 +0.3%
FSA
35
Fort Sheridan Advisors
Illinois
$387K +$4.99K +322 +1%
UAG
36
United Advisor Group
Ohio
$386K +$480 +31 +0.1%
Osaic Holdings
37
Osaic Holdings
Arizona
$380K -$13K -840 -3%
Calamos Advisors
38
Calamos Advisors
Illinois
$371K +$371K +23,911 New
AA
39
Apriem Advisors
California
$312K -$46.5K -3,000 -13%
SWA
40
Stratos Wealth Advisors
Ohio
$292K +$292K +18,859 New
AWAG
41
ARS Wealth Advisors Group
Florida
$288K -$10.8K -700 -4%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$271K +$30.2K +1,946 +13%
TWC
43
TD Waterhouse Canada
Ontario, Canada
$270K -$608K -39,231 -69%
MWM
44
Melfa Wealth Management
Massachusetts
$242K
HF
45
HRT Financial
New York
$227K +$228K +14,694 New
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$226K +$226K +14,600 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$224K +$224K +14,467 New
KA
48
Kercheville Advisors
Texas
$218K +$232 +15 +0.1%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$215K +$215K +13,860 New
WEG
50
World Equity Group
Illinois
$174K +$174K +11,250 New

DBL Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2024, worth a combined $130M — up 2.4% from $127M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DBL positions and 7 closed out — a net gain of 11 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.96M. The largest seller was International Assets Investment Management, cutting an estimated $33.4M.

  • 75 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $130M of DoubleLine Opportunistic Credit Fund stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 18 funds opened new DoubleLine Opportunistic Credit Fund positions in Q4 2024 and 7 closed out, a net change of +11 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $2.96M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q4 2024 was International Assets Investment Management, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2024.