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DBL

DoubleLine Opportunistic Credit Fund

75 hedge funds and large institutions have $130M invested in DoubleLine Opportunistic Credit Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

15% more funds holding

Funds holding: 6575 (+10)

2% more capital invested

Capital invested by funds: $127M → $130M (+$3.02M)

11.31% less ownership

Funds ownership: 60.35%49.04% (-11%)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% 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
29
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCFP
51
Mallini Complete Financial Planning
Florida
$170K +$169K +10,937 New
TW
52
Transform Wealth
Colorado
$167K +$167K +10,800 New
SW
53
SkyOak Wealth
Michigan
$164K +$2.53K +163 +2%
GSEP
54
Golden State Equity Partners
California
$160K +$160K +10,339 New
S
55
SignatureFD
Georgia
$65.9K +$1.38K +89 +2%
GSWM
56
Golden State Wealth Management
California
$61.7K +$61.7K +3,981 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$58K +$1.22K +79 +2%
PWA
58
Principia Wealth Advisory
Texas
$43.7K +$43.7K +2,821 New
SPIA
59
Steward Partners Investment Advisory
New York
$34.2K -$1.02K -66 -3%
HNB
60
Huntington National Bank
Ohio
$31.5K +$31.5K +2,035 New
MAS
61
MPWM Advisory Solutions
Georgia
$31K +$31K +2,000 New
MAM
62
Morse Asset Management
Connecticut
$29.2K +$17.5K +1,132 +151%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$27.9K -$10.6K -685 -28%
JFA
64
JNBA Financial Advisors
Minnesota
$16.4K
CFGS
65
Concourse Financial Group Securities
Alabama
$15.7K
FFO
66
Fortitude Family Office
Arizona
$8.3K +$170 +11 +2%
CA
67
CoreCap Advisors
Michigan
$7.75K
CIA
68
Cape Investment Advisory
Georgia
$6.88K -$6.77K -437 -50%
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$6.14K +$6.14K +396 New
VHAM
70
Van Hulzen Asset Management
California
$3.1K +$3.1K +200 New
IA
71
IFP Advisors
Florida
$2.42K
GRP
72
Global Retirement Partners
California
$1.74K +$31 +2 +2%
SWM
73
Spire Wealth Management
Virginia
$1.2K -$2.37K -153 -67%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$16
Fidelity Investments
75
Fidelity Investments
Massachusetts
$16 +$15 +1 New

DBL Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2024, worth a combined $130M — up 2.4% from $127M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DBL positions and 7 closed out — a net gain of 11 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.96M. The largest seller was International Assets Investment Management, cutting an estimated $33.4M.

  • 75 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $130M of DoubleLine Opportunistic Credit Fund stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 18 funds opened new DoubleLine Opportunistic Credit Fund positions in Q4 2024 and 7 closed out, a net change of +11 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $2.96M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q4 2024 was International Assets Investment Management, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2024.