DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

74 hedge funds and large institutions have $128M invested in DoubleLine Opportunistic Credit Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+10
Holders Change %
+15.63%
% 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
28
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$45.6M
2
TPWM
2
Twelve Points Wealth Management
Massachusetts
$5.87M
3
GC
3
Guggenheim Capital
Illinois
$2.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.3M
5
MTC
5
Matrix Trust Company
Colorado
$537K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$2.27M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.43M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$443K
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$270K
5
Ameriprise
5
Ameriprise
Minnesota
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTC
26
Matrix Trust Company
Colorado
$537K +$470K +30,354 +706%
VCP
27
Verus Capital Partners
Arizona
$495K -$6.65K -429 -1%
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 -$23.3K -1,500 -5%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$394K +$1.07K +69 +0.3%
FSA
34
Fort Sheridan Advisors
Illinois
$387K +$4.99K +322 +1%
UAG
35
United Advisor Group
Ohio
$386K +$481 +31 +0.1%
Osaic Holdings
36
Osaic Holdings
Arizona
$380K -$13K -840 -3%
Calamos Advisors
37
Calamos Advisors
Illinois
$371K +$371K +23,911 New
AA
38
Apriem Advisors
California
$312K -$46.5K -3,000 -13%
SWA
39
Stratos Wealth Advisors
Ohio
$292K +$292K +18,859 New
AWAG
40
ARS Wealth Advisors Group
Florida
$288K -$10.9K -700 -4%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$271K +$30.2K +1,946 +13%
TWC
42
TD Waterhouse Canada
Ontario, Canada
$270K -$605K -39,231 -69%
MWM
43
Melfa Wealth Management
Massachusetts
$242K – – –
HF
44
HRT Financial
New York
$227K +$227K +14,694 New
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$226K +$226K +14,600 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$224K +$224K +14,467 New
KA
47
Kercheville Advisors
Texas
$218K +$233 +15 +0.1%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$215K +$215K +13,860 New
WEG
49
World Equity Group
Illinois
$174K +$174K +11,250 New
MCFP
50
Mallini Complete Financial Planning
Florida
$170K +$170K +10,937 New
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