DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

69 hedge funds and large institutions have $122M invested in DoubleLine Opportunistic Credit Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$52.8M
2
Ameriprise
2
Ameriprise
Minnesota
$3.33M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$1.21M
4
NA
4
NewEdge Advisors
Louisiana
$734K
5
TPWM
5
Twelve Points Wealth Management
Massachusetts
$609K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$3.12M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$0
4
FFA
4
First Foundation Advisors
California
$1.26M
5
ACP
5
Aviance Capital Partners
Florida
$7.58M
Name Market Value Shares Shares
Change 		Shares
Change %
S
51
SignatureFD
Georgia
$63K 3,272 +55 +2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$55K 2,886 -5,541 -66%
JFA
53
JNBA Financial Advisors
Minnesota
$43K 2,267 – –
CCC
54
Crescent Capital Consulting
Louisiana
$38K 2,000 – –
NFG
55
Next Financial Group
Texas
$36K 1,887 +586 +45%
SCA
56
Snowden Capital Advisors
New York
$32K 1,699 +1,699 New
IAS
57
IMA Advisory Services
Colorado
$19K 1,000 – –
WWM
58
Wagner Wealth Management
South Carolina
$19K 987 – –
CFGS
59
Concourse Financial Group Securities
Alabama
$19K 1,000 – –
AIP
60
Ahrens Investment Partners
Louisiana
$19K 1,000 +1,000 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$12K 600 – –
Citigroup
62
Citigroup
New York
$10K 500 -1,098 -69%
CA
63
CoreCap Advisors
Michigan
$10K 500 +500 New
PFP
64
Pinnacle Financial Partners
Tennessee
$7K 378 – –
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$6K 325 +325 New
EIP
66
Ellis Investment Partners
Pennsylvania
$4K 231 +4 +2%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$2K 116 -415 -78%
USCWA
68
U.S. Capital Wealth Advisors
Texas
– – -50,545 Closed
HWAM
69
Hennion & Walsh Asset Management
New Jersey
– – -48,864 Closed
KAS
70
Kestra Advisory Services
Texas
– – -18,245 Closed
PAG
71
Private Advisor Group
New Jersey
– – -12,439 Closed
TF
72
Tompkins Financial
New York
– – -2,500 Closed
FIA
73
FNY Investment Advisers
New York
– – -1,500 Closed
CI
74
CX Institutional
Indiana
– – -1,068 Closed
HI
75
Harbour Investments
Wisconsin
– – -1,065 Closed
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