DBL

DoubleLine Opportunistic Credit Fund

59 hedge funds and large institutions have $82.7M invested in DoubleLine Opportunistic Credit Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-11
Holders Change %
-15.71%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
27
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
51
SignatureFD
Georgia
$50K +$1.03K +72 +2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$44K -$17.9K -1,237 -29%
CFGS
53
Concourse Financial Group Securities
Alabama
$15K
Citigroup
54
Citigroup
New York
$7K
PFP
55
Pinnacle Financial Partners
Tennessee
$5K
SWM
56
Spire Wealth Management
Virginia
$4K -$291 -19 -7%
EIP
57
Ellis Investment Partners
Pennsylvania
$3K +$37 +3 +1%
FHA
58
First Horizon Advisors
Tennessee
$2K +$2K +146 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1K +$16 +2 +2%
LGWM
60
Litman Gregory Wealth Management
California
-$2.49M -160,050 Closed
KCPG
61
Kavar Capital Partners Group
Kansas
-$336K -21,582 Closed
IIA
62
IPG Investment Advisors
California
-$230K -14,750 Closed
DSAM
63
Dock Street Asset Management
Florida
-$186K -11,970 Closed
SFS
64
Shaker Financial Services
Virginia
-$168K -10,761 Closed
KFI
65
Key Financial Inc
Pennsylvania
-$55K -3,500 Closed
HFS
66
Heritage Financial Services
Massachusetts
-$36K -2,334 Closed
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
-$20K -1,300 Closed
CI
68
CX Institutional
Indiana
-$17K -1,068 Closed
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
-$9K -600 Closed
AIP
70
Ahrens Investment Partners
Louisiana
-$8K -500 Closed
CA
71
CoreCap Advisors
Michigan
-$8K -500 Closed