DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

73 hedge funds and large institutions have $112M invested in DoubleLine Opportunistic Credit Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
31
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aviance Capital Partners
Florida
$6.9M
2
Invesco
2
Invesco
Georgia
$3.57M
3
Goldman Sachs
3
Goldman Sachs
New York
$455K
4
GC
4
Guggenheim Capital
Illinois
$1.63M
5
MWPCG
5
Measured Wealth Private Client Group
New Hampshire
$1.09M

Top Sellers

1
FFA
1
First Foundation Advisors
California
$1.98M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.01M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$169K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1M
5
Bank of America
5
Bank of America
North Carolina
$3.39M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
51
Focused Wealth Management
New York
$186K 9,290 +153 +2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$169K 8,396 -39,525 -82%
S
53
SignatureFD
Georgia
$63K 3,163 +3,163 New
JFA
54
JNBA Financial Advisors
Minnesota
$45K 2,267 – –
CCC
55
Crescent Capital Consulting
Louisiana
$40K 2,000 – –
Citigroup
56
Citigroup
New York
$27K 1,363 -1,091 -44%
WWM
57
Wagner Wealth Management
South Carolina
$25K 1,250 – –
NFG
58
Next Financial Group
Texas
$22K 1,106 +65 +6%
HI
59
Harbour Investments
Wisconsin
$21K 1,065 – –
CI
60
CX Institutional
Indiana
$21K 1,068 +768 +256%
IAS
61
IMA Advisory Services
Colorado
$20K 1,000 – –
CFGS
62
Concourse Financial Group Securities
Alabama
$20K 1,000 – –
CFO
63
CVA Family Office
Colorado
$15K 767 – –
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$12K 600 – –
AWA
65
Arkadios Wealth Advisors
Georgia
$11K 584 +440 +306%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$10K 529 +529 New
PFP
67
Pinnacle Financial Partners
Tennessee
$8K 378 – –
PWA
68
Pinnacle Wealth Advisors
Tennessee
$8K 378 +378 New
IF
69
Ironwood Financial
Arizona
$7K 334 -166 -33%
EIP
70
Ellis Investment Partners
Pennsylvania
$4K 223 +3 +1%
LGWM
71
Litman Gregory Wealth Management
California
$2.12K 2,121 -91,179 -98%
ASN
72
Advisory Services Network
Georgia
– – -10,040 Closed
CAS
73
Cascadia Advisory Services
Oregon
– – -10,000 Closed
SIC
74
Salem Investment Counselors
North Carolina
– – -3,549 Closed
SFS
75
Sowell Financial Services
Arkansas
– – -296 Closed
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3
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