DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

65 hedge funds and large institutions have $95.6M invested in DoubleLine Opportunistic Credit Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.2M
2
SIA
2
Sit Investment Associates
Minnesota
$37.2M
3
SFS
3
Shaker Financial Services
Virginia
$985K
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$2.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.48M

Top Sellers

1
CRC
1
Catawba River Capital
South Carolina
$2.09M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Invesco
3
Invesco
Georgia
$1.51M
4
GWM
4
Geneos Wealth Management
Colorado
$8.86K
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$174K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
51
Carmel Capital Partners
California
$98.8K +$98.8K +6,970 New
CIA
52
Cape Investment Advisory
Georgia
$92.6K +$92.6K +6,529 New
IA
53
IFP Advisors
Florida
$80.4K -$38.7K -1,458 -32%
S
54
SignatureFD
Georgia
$51.6K +$1.15K +81 +2%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$45.5K +$1.01K +71 +2%
EC
56
Elequin Capital
New York
$39.6K +$39.6K +2,795 New
SPIA
57
Steward Partners Investment Advisory
New York
$33.2K -$80.3K -5,666 -71%
JFA
58
JNBA Financial Advisors
Minnesota
$32.1K – – –
AAS
59
Ameritas Advisory Services
Nebraska
$25.3K +$25.3K +1,786 New
HCM
60
Hollencrest Capital Management
California
$24.5K – – –
CFGS
61
Concourse Financial Group Securities
Alabama
$14.2K – – –
GWM
62
Geneos Wealth Management
Colorado
$8.86K -$127K -8,955 -93%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$6K +$6K +448 New
PFP
64
Pinnacle Financial Partners
Tennessee
$5.36K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$71 +$71 +5 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
– -$523K -35,245 Closed
GBT
67
Grove Bank & Trust
Florida
– -$36K -2,400 Closed
Citigroup
68
Citigroup
New York
– -$7.43K -500 Closed
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
– -$1K -125 Closed
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