DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

74 hedge funds and large institutions have $128M invested in DoubleLine Opportunistic Credit Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
28
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$45.6M
2
TPWM
2
Twelve Points Wealth Management
Massachusetts
$5.87M
3
GC
3
Guggenheim Capital
Illinois
$2.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.3M
5
MTC
5
Matrix Trust Company
Colorado
$537K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$2.27M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.43M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$443K
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$270K
5
Ameriprise
5
Ameriprise
Minnesota
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
51
Transform Wealth
Colorado
$167K +$167K +10,800 New
SW
52
SkyOak Wealth
Michigan
$164K +$2.53K +163 +2%
GSEP
53
Golden State Equity Partners
California
$160K +$160K +10,339 New
S
54
SignatureFD
Georgia
$65.9K +$1.38K +89 +2%
GSWM
55
Golden State Wealth Management
California
$61.7K +$61.7K +3,981 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$58K +$1.23K +79 +2%
PWA
57
Principia Wealth Advisory
Texas
$43.7K +$43.7K +2,821 New
SPIA
58
Steward Partners Investment Advisory
New York
$34.2K -$1.02K -66 -3%
HNB
59
Huntington National Bank
Ohio
$31.5K +$31.5K +2,035 New
MAS
60
MPWM Advisory Solutions
Georgia
$31K +$31K +2,000 New
MAM
61
Morse Asset Management
Connecticut
$29.2K +$17.5K +1,132 +151%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$27.9K -$10.6K -685 -28%
JFA
63
JNBA Financial Advisors
Minnesota
$16.4K – – –
CFGS
64
Concourse Financial Group Securities
Alabama
$15.7K – – –
FFO
65
Fortitude Family Office
Arizona
$8.3K +$171 +11 +2%
CA
66
CoreCap Advisors
Michigan
$7.75K – – –
CIA
67
Cape Investment Advisory
Georgia
$6.88K -$6.77K -437 -50%
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$6.14K +$6.14K +396 New
VHAM
69
Van Hulzen Asset Management
California
$3.1K +$3.1K +200 New
IA
70
IFP Advisors
Florida
$2.42K – – –
GRP
71
Global Retirement Partners
California
$1.74K +$31 +2 +2%
SWM
72
Spire Wealth Management
Virginia
$1.2K -$2.38K -153 -67%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$16 – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$16 +$16 +1 New
JSW
75
Journey Strategic Wealth
New Jersey
– -$226K -14,265 Closed
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