DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

61 hedge funds and large institutions have $123M 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, 18 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.21M
2
ECM
2
Evergreen Capital Management
Washington
$6.56M
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$862K
4
IAIM
4
International Assets Investment Management
Florida
$2.18M
5
TPWM
5
Twelve Points Wealth Management
Massachusetts
$3.91M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$39.9M
2
HIG
2
Herr Investment Group
Texas
$4.35M
3
CWM
3
Circle Wealth Management
New Jersey
$0
4
GC
4
Guggenheim Capital
Illinois
$844K
5
WJWM
5
Williams Jones Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
51
SignatureFD
Georgia
$62.6K +$1.35K +88 +2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$55.1K +$1.2K +78 +2%
SPIA
53
Steward Partners Investment Advisory
New York
$34.9K -$1.04K -68 -3%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$27.6K – – –
GJWM
55
Gilliland Jeter Wealth Management
Arkansas
$16.5K -$20.9K -1,360 -56%
JFA
56
JNBA Financial Advisors
Minnesota
$16.3K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$15.4K – – –
CIA
58
Cape Investment Advisory
Georgia
$13.4K +$123 +8 +0.9%
NS
59
NBC Securities
Alabama
$6K – – –
SWM
60
Spire Wealth Management
Virginia
$3.47K +$77 +5 +2%
IA
61
IFP Advisors
Florida
$2.4K – – –
CWM
62
Circle Wealth Management
New Jersey
– -$359K -23,298 Closed
BRWA
63
B. Riley Wealth Advisors
Florida
– -$187K -12,823 Closed
WJWM
64
Williams Jones Wealth Management
New York
– -$193K -12,516 Closed
AC
65
Addison Capital
Pennsylvania
– -$183K -11,900 Closed
CA
66
CoreCap Advisors
Michigan
– -$7.71K -500 Closed
1 2
3