DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

72 hedge funds and large institutions have $116M invested in DoubleLine Opportunistic Credit Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
31
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$42.1M
2
LGWM
2
Litman Gregory Wealth Management
California
$2.03M
3
ACP
3
Aviance Capital Partners
Florida
$8.18M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$997K
5
CWM
5
Circle Wealth Management
New Jersey
$298K

Top Sellers

1
MWPCG
1
Measured Wealth Private Client Group
New Hampshire
$0
2
AI
2
ArchPoint Investors
Florida
$2.31M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SFS
4
Shaker Financial Services
Virginia
$663K
5
WS
5
Wedbush Securities
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$184K 9,336 +9 +0.1%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$166K 8,427 +31 +0.4%
S
53
SignatureFD
Georgia
$63K 3,217 +54 +2%
TF
54
Tompkins Financial
New York
$49K 2,500 +2,500 New
JFA
55
JNBA Financial Advisors
Minnesota
$45K 2,267 – –
CCC
56
Crescent Capital Consulting
Louisiana
$39K 2,000 – –
Citigroup
57
Citigroup
New York
$32K 1,598 +235 +17%
FIA
58
FNY Investment Advisers
New York
$29K 1,500 +1,500 New
NFG
59
Next Financial Group
Texas
$26K 1,301 +195 +18%
HI
60
Harbour Investments
Wisconsin
$21K 1,065 – –
CI
61
CX Institutional
Indiana
$21K 1,068 – –
IAS
62
IMA Advisory Services
Colorado
$20K 1,000 – –
CFGS
63
Concourse Financial Group Securities
Alabama
$20K 1,000 – –
WWM
64
Wagner Wealth Management
South Carolina
$19K 987 -263 -21%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$12K 600 – –
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$10K 531 +2 +0.4%
PFP
67
Pinnacle Financial Partners
Tennessee
$7K 378 – –
IF
68
Ironwood Financial
Arizona
$7K 334 – –
EIP
69
Ellis Investment Partners
Pennsylvania
$4K 227 +4 +2%
AWA
70
Arkadios Wealth Advisors
Georgia
$2K 101 -483 -83%
MWPCG
71
Measured Wealth Private Client Group
New Hampshire
– – -54,142 Closed
Goldman Sachs
72
Goldman Sachs
New York
– – -22,700 Closed
WS
73
Wedbush Securities
California
– – -10,786 Closed
Stifel Financial
74
Stifel Financial
Missouri
– – -10,781 Closed
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
– – -10,292 Closed
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