DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

62 hedge funds and large institutions have $98.6M invested in DoubleLine Opportunistic Credit Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$39.3M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.07M
3
SWP
3
Strategic Wealth Partners
Ohio
$755K
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$2.66M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.7M

Top Sellers

1
ICMP
1
Integrated Capital Management (Pennsylvania)
Pennsylvania
$156K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
CRC
3
Catawba River Capital
South Carolina
$1.31M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$1.03M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
S
51
SignatureFD
Georgia
$54K 3,725 +83 +2%
HCM
52
Highlander Capital Management
New Jersey
$49K 3,350 +3,350 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$47.6K 3,280 +73 +2%
IA
54
IFP Advisors
Florida
$44K 3,031 – –
CIA
55
Cape Investment Advisory
Georgia
$34.3K 2,362 -4,167 -64%
SPIA
56
Steward Partners Investment Advisory
New York
$33.9K 2,339 – –
JFA
57
JNBA Financial Advisors
Minnesota
$32.9K 2,267 – –
HCM
58
Hollencrest Capital Management
California
$25K 1,725 – –
CFGS
59
Concourse Financial Group Securities
Alabama
$14.5K 1,000 – –
GWM
60
Geneos Wealth Management
Colorado
$9.07K 625 – –
BWS
61
Buck Wealth Strategies
Colorado
$1.1K 76 +76 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$15 1 -4 -80%
SFS
63
Shaker Financial Services
Virginia
– – -69,478 Closed
HighTower Advisors
64
HighTower Advisors
Illinois
– – -12,826 Closed
Truist Financial
65
Truist Financial
North Carolina
– – -11,380 Closed
EC
66
Elequin Capital
New York
– – -2,795 Closed
AAS
67
Ameritas Advisory Services
Nebraska
– – -1,786 Closed
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
– – -448 Closed
PFP
69
Pinnacle Financial Partners
Tennessee
– – -378 Closed
Lazard Asset Management
70
Lazard Asset Management
New York
– – – –
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