DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

67 hedge funds and large institutions have $155M invested in DoubleLine Opportunistic Credit Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-7
Holders Change %
-9.46%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
32
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.56M
2
JAG
Journey Advisory Group
Kentucky
+$2.64M
3
Ameriprise
Ameriprise
Minnesota
+$1.54M
4
LPL Financial
LPL Financial
California
+$1.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.07M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$509K
2
Calamos Advisors
Calamos Advisors
Illinois
-$371K
3
HF
HRT Financial
New York
-$227K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$226K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
51
EWG Elevate
California
$161K +$161K +10,300 New
GSWM
52
Golden State Wealth Management
California
$62.8K +$594 +38 +1%
PWA
53
Principia Wealth Advisory
Texas
$61.5K +$17.9K +1,160 +41%
MAS
54
MPWM Advisory Solutions
Georgia
$31.3K – – –
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$28.1K – – –
MAM
56
Morse Asset Management
Connecticut
$26K -$3.39K -217 -12%
SPIA
57
Steward Partners Investment Advisory
New York
$25.4K -$9.03K -578 -26%
EC
58
Elequin Capital
New York
$17K +$17K +1,088 New
JFA
59
JNBA Financial Advisors
Minnesota
$16.6K – – –
FFO
60
Fortitude Family Office
Arizona
$8.54K +$187 +12 +2%
CA
61
CoreCap Advisors
Michigan
$7.82K – – –
CIA
62
Cape Investment Advisory
Georgia
$7.08K +$141 +9 +2%
NS
63
NBC Securities
Alabama
$6K +$6K +426 New
CI
64
CX Institutional
Indiana
$5K +$5K +300 New
IA
65
IFP Advisors
Florida
$2.44K – – –
SWM
66
Spire Wealth Management
Virginia
$1.21K – – –
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$16 – – –
Calamos Advisors
68
Calamos Advisors
Illinois
– -$371K -23,911 Closed
HF
69
HRT Financial
New York
– -$227K -14,694 Closed
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
– -$226K -14,600 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$215K -13,860 Closed
GSEP
72
Golden State Equity Partners
California
– -$160K -10,339 Closed
S
73
SignatureFD
Georgia
– -$65.9K -4,250 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– -$58K -3,740 Closed
HNB
75
Huntington National Bank
Ohio
– -$31.5K -2,035 Closed
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