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 %
JIC
76
Joel Isaacson & Co
New York
– -$182K -11,474 Closed
KCPG
77
Kavar Capital Partners Group
Kansas
– -$181K -11,440 Closed
Truist Financial
78
Truist Financial
North Carolina
– -$179K -11,326 Closed
EWA
79
EverSource Wealth Advisors
Alabama
– -$149K -9,408 Closed
GJWM
80
Gilliland Jeter Wealth Management
Arkansas
– -$17.4K -1,097 Closed
NS
81
NBC Securities
Alabama
– -$6K -426 Closed
1 2 3
4