DoubleLine Opportunistic Credit Fund
DBL
68 hedge funds and large institutions have $157M invested in DoubleLine Opportunistic Credit Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 12 closing their positions.
154% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 13
21% more capital invested
Capital invested by funds: $130M → $157M (+$27.6M)
5.96% more ownership
Funds ownership: 49.04% → 55% (+6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 75 → 68 (-7)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.57M |
| 2 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$2.65M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.54M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.1M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$510K |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
-$371K |
| 3 |
HF
HRT Financial
New York
|
-$227K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$226K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
76
Huntington National Bank
Columbus,
Ohio
| – | -$31.5K | -2,035 | Closed |
|
|
CFGS
77
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$15.7K | -1,000 | Closed |
|
|
MPWT
78
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$6.14K | -396 | Closed |
|
|
VHAM
79
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$3.1K | -200 | Closed |
|
80
Fidelity Investments
Boston,
Massachusetts
| – | -$16 | -1 | Closed |
|
DBL Hedge Fund Activity: Q1 2025 in Review
68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q1 2025, worth a combined $157M — up 21% from $130M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DBL and 7 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 33 added.
The largest buyer was Sit Investment Associates, adding an estimated $3.57M. The largest seller was Shaker Financial Services, cutting an estimated $510K.
- 68 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q1 2025, down from 75 in Q4 2024.
- Funds reported $157M of DoubleLine Opportunistic Credit Fund stock for Q1 2025, up 21% quarter-over-quarter.
- 7 funds opened new DoubleLine Opportunistic Credit Fund positions in Q1 2025 and 12 closed out, a net change of -5 holders.
- The largest DoubleLine Opportunistic Credit Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $3.57M added.
- The largest DoubleLine Opportunistic Credit Fund seller in Q1 2025 was Shaker Financial Services, an estimated $510K sold.
Based on aggregated 13F filings for Q1 2025.