We are live on ! Find out more
DBL

DoubleLine Opportunistic Credit Fund
DBL

62 hedge funds and large institutions have $96.3M invested in DoubleLine Opportunistic Credit Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $82.7M → $96.3M (+$13.6M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

5% more funds holding

Funds holding: 59 → 62 (+3)

4.88% more ownership

Funds ownership: 36.66% → 41.54% (+4.9%)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.61M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.71M
3
Wells Fargo
Wells Fargo
California
+$660K
4
IP
Ignite Planners
California
+$440K
5
USCWA
U.S. Capital Wealth Advisors
Texas
+$415K

Top Sellers

Rank Fund Capital Flow
1
FM
Family Management
New York
-$1.05M
2
SIA
Sit Investment Associates
Minnesota
-$839K
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$595K
4
IP
Intellectus Partners
California
-$457K
5
RJA
Raymond James & Associates
Florida
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$119K -$7.62K -523 -10%
SPIA
52
Steward Partners Investment Advisory
New York
$119K +$117K +8,005 New
S
53
SignatureFD
Georgia
$52.9K +$1.15K +79 +2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$46.6K +$1.34K +92 +3%
GBT
55
Grove Bank & Trust
Florida
$36K +$35K +2,400 New
JFA
56
JNBA Financial Advisors
Minnesota
$33.7K -$19K -1,301 -36%
CA
57
CoreCap Advisors
Michigan
$28.2K +$27.7K +1,900 New
HCM
58
Hollencrest Capital Management
California
$25.6K +$25.1K +1,725 New
CFGS
59
Concourse Financial Group Securities
Alabama
$14.8K – – –
Citigroup
60
Citigroup
New York
$7.42K – – –
PFPT
61
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.61K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1K +$44 +3 +2%
IWC
63
Integrated Wealth Concepts
Massachusetts
– -$221K -15,273 Closed
VHAM
64
Van Hulzen Asset Management
California
– -$185K -12,802 Closed
FFA
65
First Foundation Advisors
California
– -$150K -10,397 Closed
SWM
66
Spire Wealth Management
Virginia
– -$4K -261 Closed
EIP
67
Ellis Investment Partners
Pennsylvania
– -$3K -244 Closed
FHA
68
First Horizon Advisors
Tennessee
– -$2K -146 Closed
1 2
3

DBL Hedge Fund Activity: Q4 2022 in Review

62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2022, worth a combined $96.3M — up 16% from $82.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DBL positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.61M. The largest seller was Family Management, cutting an estimated $1.05M.

  • 62 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $96.3M of DoubleLine Opportunistic Credit Fund stock for Q4 2022, up 16% quarter-over-quarter.
  • 10 funds opened new DoubleLine Opportunistic Credit Fund positions in Q4 2022 and 6 closed out, a net change of +4 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q4 2022 was Morgan Stanley, an estimated $4.61M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q4 2022 was Family Management, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2022.