DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

61 hedge funds and large institutions have $134M invested in DoubleLine Opportunistic Credit Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
20
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.5M
2
UBS Group
2
UBS Group
Switzerland
$8.31M
3
ECM
3
Evergreen Capital Management
Washington
$5.12M
4
SIA
4
Sit Investment Associates
Minnesota
$43.9M
5
IP
5
Ignite Planners
California
$1.24M

Top Sellers

1
ACP
1
Aviance Capital Partners
Florida
$1.16M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$0
3
Invesco
3
Invesco
Georgia
$1.79M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.05M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
51
Truvestments Capital
Florida
$38.4K 2,500 +2,500 New
SPIA
52
Steward Partners Investment Advisory
New York
$35.9K 2,339 – –
IA
53
IFP Advisors
Florida
$30.3K 1,974 -1,057 -35%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$27.6K 1,800 – –
JFA
55
JNBA Financial Advisors
Minnesota
$16.3K 1,059 -1,208 -53%
CFGS
56
Concourse Financial Group Securities
Alabama
$15.4K 1,000 – –
CIA
57
Cape Investment Advisory
Georgia
$13.1K 852 -1,519 -64%
FWM
58
Focused Wealth Management
New York
$10.8K 705 +16 +2%
NS
59
NBC Securities
Alabama
$6K 426 – –
TRCT
60
Tower Research Capital (TRC)
New York
$3.38K 220 +220 New
SWM
61
Spire Wealth Management
Virginia
$3.27K 216 +216 New
CI Investments Inc
62
CI Investments Inc
Ontario, Canada
– – -32,615 Closed
BHWA
63
Beacon Harbor Wealth Advisors
Virginia
– – -14,300 Closed
BRWA
64
B. Riley Wealth Advisors
Florida
– – -12,823 Closed
KCPG
65
Kavar Capital Partners Group
Kansas
– – -12,266 Closed
Truist Financial
66
Truist Financial
North Carolina
– – -10,189 Closed
CCP
67
Carmel Capital Partners
California
– – -6,970 Closed
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
– – -2,951 Closed
GWM
69
Geneos Wealth Management
Colorado
– – -625 Closed
BWS
70
Buck Wealth Strategies
Colorado
– – -77 Closed
Lazard Asset Management
71
Lazard Asset Management
New York
– – – –
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