DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

74 hedge funds and large institutions have $114M invested in DoubleLine Opportunistic Credit Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
23
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$38.2M
2
CRC
2
Catawba River Capital
South Carolina
$5.46M
3
ACP
3
Aviance Capital Partners
Florida
$5.92M
4
LGWM
4
Litman Gregory Wealth Management
California
$1.84M
5
GC
5
Guggenheim Capital
Illinois
$1.36M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$956K
2
Bank of America
2
Bank of America
North Carolina
$3.64M
3
FFA
3
First Foundation Advisors
California
$3.49M
4
FM
4
Family Management
New York
$4.13M
5
Citigroup
5
Citigroup
New York
$48K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$198K -$8.88K -450 -4%
CAS
52
Cascadia Advisory Services
Oregon
$197K +$197K +10,000 New
APA
53
American Portfolios Advisors
New York
$184K -$11.9K -604 -6%
FWM
54
Focused Wealth Management
New York
$180K +$2.99K +152 +2%
SIC
55
Salem Investment Counselors
North Carolina
$70K +$70K +3,549 New
TF
56
Tompkins Financial
New York
$49K – – –
Citigroup
57
Citigroup
New York
$48K -$357K -18,259 -88%
JFA
58
JNBA Financial Advisors
Minnesota
$45K – – –
CCC
59
Crescent Capital Consulting
Louisiana
$39K – – –
WWM
60
Wagner Wealth Management
South Carolina
$25K +$25K +1,250 New
NFG
61
Next Financial Group
Texas
$21K +$3.71K +184 +21%
HI
62
Harbour Investments
Wisconsin
$21K +$21K +1,065 New
IAS
63
IMA Advisory Services
Colorado
$20K – – –
CFGS
64
Concourse Financial Group Securities
Alabama
$20K – – –
CFO
65
CVA Family Office
Colorado
$15K +$15K +767 New
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
IF
67
Ironwood Financial
Arizona
$10K – – –
PFP
68
Pinnacle Financial Partners
Tennessee
$7K – – –
SFS
69
Sowell Financial Services
Arkansas
$6K -$9.99K -493 -62%
CI
70
CX Institutional
Indiana
$6K – – –
EIP
71
Ellis Investment Partners
Pennsylvania
$4K +$73 +4 +2%
RCM
72
Robinson Capital Management
Michigan
$3K -$106K -5,285 -97%
AWA
73
Arkadios Wealth Advisors
Georgia
$2K -$597 -43 -23%
KCPG
74
Kavar Capital Partners Group
Kansas
– -$202K -10,300 Closed
FIA
75
FNY Investment Advisers
New York
– -$99K -5,063 Closed
1 2
3
4