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DBL

DoubleLine Opportunistic Credit Fund
DBL

62 hedge funds and large institutions have $124M invested in DoubleLine Opportunistic Credit Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1.17% more ownership

Funds ownership: 46.14% → 47.31% (+1.2%)

2% more capital invested

Capital invested by funds: $121M → $124M (+$2.61M)

0% more funds holding

Funds holding: 62 → 62 (0)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.17M
2
ECM
Evergreen Capital Management
Washington
+$1.34M
3
CPRC
Consolidated Portfolio Review Corp
New York
+$845K
4
IAIM
International Assets Investment Management
Florida
+$594K
5
TPWM
Twelve Points Wealth Management
Massachusetts
+$538K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$2.51M
2
HIG
Herr Investment Group
Texas
-$1.82M
3
CWM
Circle Wealth Management
New Jersey
-$359K
4
GC
Guggenheim Capital
Illinois
-$201K
5
WJWM
Williams Jones Wealth Management
New York
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$145K +$140K +9,327 New
S
52
SignatureFD
Georgia
$62.6K +$1.32K +88 +2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$55.1K +$1.17K +78 +2%
SPIA
54
Steward Partners Investment Advisory
New York
$34.9K -$1.02K -68 -3%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$27.6K – – –
GJWM
56
Gilliland Jeter Wealth Management
Arkansas
$16.5K -$20.5K -1,360 -56%
JFA
57
JNBA Financial Advisors
Minnesota
$16.3K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$15.4K – – –
CIA
59
Cape Investment Advisory
Georgia
$13.4K +$120 +8 +0.9%
NS
60
NBC Securities
Alabama
$6K – – –
SWM
61
Spire Wealth Management
Virginia
$3.47K +$75 +5 +2%
IA
62
IFP Advisors
Florida
$2.4K – – –
CWM
63
Circle Wealth Management
New Jersey
– -$359K -23,298 Closed
BRWA
64
B. Riley Wealth Advisors
Florida
– -$187K -12,823 Closed
WJWM
65
Williams Jones Wealth Management
New York
– -$193K -12,516 Closed
AC
66
Addison Capital
Pennsylvania
– -$183K -11,900 Closed
CA
67
CoreCap Advisors
Michigan
– -$7.71K -500 Closed
1 2
3

DBL Hedge Fund Activity: Q2 2024 in Review

62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q2 2024, worth a combined $124M — up 2.2% from $121M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DBL positions and 5 closed out — a net gain of 1 holder — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.17M. The largest seller was Sit Investment Associates, cutting an estimated $2.51M.

  • 62 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $124M of DoubleLine Opportunistic Credit Fund stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 6 funds opened new DoubleLine Opportunistic Credit Fund positions in Q2 2024 and 5 closed out, a net change of +1 holder.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q2 2024 was Shaker Financial Services, an estimated $2.17M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q2 2024 was Sit Investment Associates, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2024.