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DBL

DoubleLine Opportunistic Credit Fund
DBL

73 hedge funds and large institutions have $87.4M invested in DoubleLine Opportunistic Credit Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

6% more funds holding

Funds holding: 69 → 73 (+4)

1.27% more ownership

Funds ownership: 27.1% → 28.37% (+1.3%)

4% more capital invested

Capital invested by funds: $83.8M → $87.4M (+$3.63M)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACP
Aviance Capital Partners
Florida
+$1.64M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.23M
3
SIA
Sit Investment Associates
Minnesota
+$1.21M
4
Invesco
Invesco
Georgia
+$579K
5
FM
Family Management
New York
+$517K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.78M
2
Morgan Stanley
Morgan Stanley
New York
-$1.28M
3
GC
Guggenheim Capital
Illinois
-$561K
4
KCPG
Kavar Capital Partners Group
Kansas
-$260K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
51
Focused Wealth Management
New York
$174K – – –
EWM
52
Edge Wealth Management
New York
$149K – – –
AWM
53
Avior Wealth Management
Nebraska
$96K +$96.3K +4,653 New
IWP
54
IAG Wealth Partners
Wisconsin
$87K +$86.9K +4,202 New
Citigroup
55
Citigroup
New York
$86K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$58K +$57.9K +2,800 New
JFA
57
JNBA Financial Advisors
Minnesota
$47K – – –
IAS
58
IMA Advisory Services
Colorado
$21K – – –
RIA
59
RPG Investment Advisory
California
$21K – – –
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
IF
61
Ironwood Financial
Arizona
$10K – – –
NFG
62
Next Financial Group
Texas
$9K +$9.31K +450 New
PFPT
63
Pinnacle Financial Partners (Tennessee)
Tennessee
$8K +$7.82K +378 New
RCM
64
Robinson Capital Management
Michigan
$7K -$24K -1,160 -77%
VFA
65
Valeo Financial Advisors
Indiana
$7K +$6.58K +318 New
CI
66
CX Institutional
Indiana
$6K – – –
WT
67
Whittier Trust
California
$6K – – –
EFSCE
68
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
EIP
69
Ellis Investment Partners
Pennsylvania
$4K – – –
TFS
70
TrustCore Financial Services
Tennessee
$2K – – –
AWA
71
Arkadios Wealth Advisors
Georgia
$836 +$827 +40 New
KCPG
72
Kavar Capital Partners Group
Kansas
– -$260K -12,550 Closed
RJFSA
73
Raymond James Financial Services Advisors
Florida
– -$255K -12,294 Closed
WA
74
Winfield Associates
Ohio
– -$218K -10,525 Closed
APSP
75
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$37K -1,774 Closed
1 2
3
4

DBL Hedge Fund Activity: Q4 2019 in Review

73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2019, worth a combined $87.4M — up 4.3% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DBL positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Aviance Capital Partners, adding an estimated $1.64M. The largest seller was Bank of America, cutting an estimated $1.78M.

  • 73 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $87.4M of DoubleLine Opportunistic Credit Fund stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 10 funds opened new DoubleLine Opportunistic Credit Fund positions in Q4 2019 and 5 closed out, a net change of +5 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q4 2019 was Aviance Capital Partners, an estimated $1.64M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q4 2019 was Bank of America, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2019.