DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

72 hedge funds and large institutions have $116M invested in DoubleLine Opportunistic Credit Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
31
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$42.1M
2
LGWM
2
Litman Gregory Wealth Management
California
$2.03M
3
ACP
3
Aviance Capital Partners
Florida
$8.18M
4
CWM
4
Circle Wealth Management
New Jersey
$298K
5
KCPG
5
Kavar Capital Partners Group
Kansas
$243K

Top Sellers

1
MWPCG
1
Measured Wealth Private Client Group
New Hampshire
$0
2
AI
2
ArchPoint Investors
Florida
$2.31M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SFS
4
Shaker Financial Services
Virginia
$663K
5
WS
5
Wedbush Securities
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
76
CVA Family Office
Colorado
– – -767 Closed
Fidelity Investments
77
Fidelity Investments
Massachusetts
– – -1 Closed
JCM
78
Jacobi Capital Management
Pennsylvania
$0 5 – –
TCWM
79
Total Clarity Wealth Management
Illinois
$0 3 +3 New
1 2 3
4