DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

66 hedge funds and large institutions have $98.4M invested in DoubleLine Opportunistic Credit Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
26
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.65M
3
RJA
3
Raymond James & Associates
Florida
$2.16M
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$1.28M
5
LGWM
5
Litman Gregory Wealth Management
California
$2.17M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$37.8M
2
SWM
2
Spire Wealth Management
Virginia
$5K
3
ACP
3
Aviance Capital Partners
Florida
$4.32M
4
Ameriprise
4
Ameriprise
Minnesota
$1.23M
5
KA
5
Kercheville Advisors
Texas
$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$159K -$670 -40 -0.4%
IA
52
IFP Advisors
Florida
$133K +$133K +5,012 New
JFA
53
JNBA Financial Advisors
Minnesota
$60K +$21.9K +1,301 +57%
S
54
SignatureFD
Georgia
$56K +$1.17K +70 +2%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$49K +$604 +36 +1%
IAS
56
IMA Advisory Services
Colorado
$17K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$17K – – –
S
58
Surevest
California
$11K +$11K +639 New
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
Citigroup
60
Citigroup
New York
$8K – – –
PFP
61
Pinnacle Financial Partners
Tennessee
$6K – – –
SWM
62
Spire Wealth Management
Virginia
$5K -$3.03M -168,033 -100%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$5K – – –
EIP
64
Ellis Investment Partners
Pennsylvania
$3K +$64 +5 +2%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1K +$17 +2 +2%
KCPG
66
Kavar Capital Partners Group
Kansas
– -$432K -22,550 Closed
MA
67
Mutual Advisors
Nebraska
– -$317K -16,549 Closed
SCA
68
Snowden Capital Advisors
New York
– -$32K -1,699 Closed
AIP
69
Ahrens Investment Partners
Louisiana
– -$19K -1,000 Closed
WWM
70
Wagner Wealth Management
South Carolina
– -$19K -987 Closed
CA
71
CoreCap Advisors
Michigan
– -$10K -500 Closed
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