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DBL

DoubleLine Opportunistic Credit Fund
DBL

62 hedge funds and large institutions have $121M invested in DoubleLine Opportunistic Credit Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 62 → 62 (0)

6.99% less ownership

Funds ownership: 53.13% → 46.14% (-7%)

10% less capital invested

Capital invested by funds: $134M → $121M (-$13M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
32
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.34M
2
Ameriprise
Ameriprise
Minnesota
+$671K
3
Wells Fargo
Wells Fargo
California
+$624K
4
IAIM
International Assets Investment Management
Florida
+$559K
5
IFG
Independent Financial Group
California
+$533K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$16.3M
2
GP
Gridiron Partners
Pennsylvania
-$1.83M
3
SIA
Sit Investment Associates
Minnesota
-$1.47M
4
GC
Guggenheim Capital
Illinois
-$257K
5
FM
Family Management
New York
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
51
SignatureFD
Georgia
$61.5K +$1.31K +86 +2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$54.1K +$1.15K +75 +2%
GJWM
53
Gilliland Jeter Wealth Management
Arkansas
$37.5K +$37.2K +2,435 New
SPIA
54
Steward Partners Investment Advisory
New York
$36.1K – – –
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$27.8K – – –
JFA
56
JNBA Financial Advisors
Minnesota
$16.3K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$15.4K – – –
CIA
58
Cape Investment Advisory
Georgia
$13.3K +$183 +12 +1%
CA
59
CoreCap Advisors
Michigan
$7.71K +$7.63K +500 New
NS
60
NBC Securities
Alabama
$6K – – –
SWM
61
Spire Wealth Management
Virginia
$3.4K +$76 +5 +2%
IA
62
IFP Advisors
Florida
$2.41K -$27.8K -1,818 -92%
FM
63
Family Management
New York
– -$220K -14,314 Closed
BF
64
Brogan Financial
Tennessee
– -$212K -13,835 Closed
AAS
65
Avantax Advisory Services
Texas
– -$178K -11,627 Closed
TC
66
Truvestments Capital
Florida
– -$38.4K -2,500 Closed
FWM
67
Focused Wealth Management
New York
– -$10.8K -705 Closed
TRCT
68
Tower Research Capital (TRC)
New York
– -$3.38K -220 Closed
1 2
3

DBL Hedge Fund Activity: Q1 2024 in Review

62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q1 2024, worth a combined $121M — down 9.7% from $134M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DBL positions and 6 closed out — a net gain of 1 holder — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $2.34M. The largest seller was Morgan Stanley, cutting an estimated $16.3M.

  • 62 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $121M of DoubleLine Opportunistic Credit Fund stock for Q1 2024, down 9.7% quarter-over-quarter.
  • 7 funds opened new DoubleLine Opportunistic Credit Fund positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q1 2024 was Janney Montgomery Scott, an estimated $2.34M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q1 2024 was Morgan Stanley, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2024.