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DBL

DoubleLine Opportunistic Credit Fund
DBL

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.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.03% more ownership

Funds ownership: 37.29% → 39.32% (+2%)

4% more capital invested

Capital invested by funds: $112M → $116M (+$4.2M)

1% less funds holding

Funds holding: 73 → 72 (-1)

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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.18M
2
LGWM
Litman Gregory Wealth Management
California
+$1.99M
3
ACP
Aviance Capital Partners
Florida
+$1.41M
4
CWM
Circle Wealth Management
New Jersey
+$299K
5
KCPG
Kavar Capital Partners Group
Kansas
+$244K

Top Sellers

Rank Fund Capital Flow
1
MWPCG
Measured Wealth Private Client Group
New Hampshire
-$1.09M
2
AI
ArchPoint Investors
Florida
-$526K
3
Goldman Sachs
Goldman Sachs
New York
-$455K
4
SFS
Shaker Financial Services
Virginia
-$420K
5
Stifel Financial
Stifel Financial
Missouri
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$184K +$178 +9 +0.1%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$166K +$614 +31 +0.4%
S
53
SignatureFD
Georgia
$63K +$1.07K +54 +2%
TF
54
Tompkins Financial
New York
$49K +$49.6K +2,500 New
JFA
55
JNBA Financial Advisors
Minnesota
$45K – – –
CCC
56
Crescent Capital Consulting
Louisiana
$39K – – –
Citigroup
57
Citigroup
New York
$32K +$4.66K +235 +17%
FIA
58
FNY Investment Advisers
New York
$29K +$29.7K +1,500 New
NFG
59
Next Financial Group
Texas
$26K +$3.87K +195 +18%
CI
60
CX Institutional
Indiana
$21K – – –
HI
61
Harbour Investments
Wisconsin
$21K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$20K – – –
IAS
63
IMA Advisory Services
Colorado
$20K – – –
WWMSC
64
Wagner Wealth Management (South Carolina)
South Carolina
$19K -$5.21K -263 -21%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$10K +$40 +2 +0.4%
IF
67
Ironwood Financial
Arizona
$7K – – –
PFPT
68
Pinnacle Financial Partners (Tennessee)
Tennessee
$7K – – –
EIP
69
Ellis Investment Partners
Pennsylvania
$4K +$79 +4 +2%
AWA
70
Arkadios Wealth Advisors
Georgia
$2K -$9.57K -483 -83%
MWPCG
71
Measured Wealth Private Client Group
New Hampshire
– -$1.09M -54,142 Closed
Goldman Sachs
72
Goldman Sachs
New York
– -$455K -22,700 Closed
WS
73
Wedbush Securities
California
– -$216K -10,786 Closed
Stifel Financial
74
Stifel Financial
Missouri
– -$216K -10,781 Closed
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
– -$206K -10,292 Closed
1 2
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DBL Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q3 2021, worth a combined $116M — up 3.8% from $112M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DBL positions and 7 closed out — a net gain of 1 holder — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.18M. The largest seller was Measured Wealth Private Client Group, exiting entirely with an estimated $1.09M sold.

  • 72 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q3 2021, down from 73 in Q2 2021.
  • Funds reported $116M of DoubleLine Opportunistic Credit Fund stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 8 funds opened new DoubleLine Opportunistic Credit Fund positions in Q3 2021 and 7 closed out, a net change of +1 holder.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q3 2021 was Sit Investment Associates, an estimated $4.18M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q3 2021 was Measured Wealth Private Client Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2021.