DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

67 hedge funds and large institutions have $109M invested in DoubleLine Opportunistic Credit Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.89M
2
SIA
2
Sit Investment Associates
Minnesota
$35.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.63M
4
GC
4
Guggenheim Capital
Illinois
$1.06M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$399K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$5.22M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$609K
3
Ameriprise
3
Ameriprise
Minnesota
$1.42M
4
UBS Group
4
UBS Group
Switzerland
$3.38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$35.3M 1,796,450 +47,608 +3%
ACP
2
Aviance Capital Partners
Florida
$5.31M 270,296 +3,816 +1%
HKAM
3
Horizon Kinetics Asset Management
New York
$5.22M 265,715 -92,767 -26%
CRC
4
Catawba River Capital
South Carolina
$4.83M 245,538 +245,538 New
Bank of America
5
Bank of America
North Carolina
$4.73M 240,595 +18,549 +8%
FM
6
Family Management
New York
$4.66M 236,969 +14,908 +7%
Morgan Stanley
7
Morgan Stanley
New York
$4.63M 235,437 +38,576 +20%
FFA
8
First Foundation Advisors
California
$4.04M 205,458 +12,735 +7%
UBS Group
9
UBS Group
Switzerland
$3.38M 171,823 -12,503 -7%
IP
10
Intellectus Partners
California
$3.35M 170,531 +20,185 +13%
Invesco
11
Invesco
Georgia
$3.29M 167,321 +19,696 +13%
AI
12
ArchPoint Investors
Florida
$2.95M 150,278 -4,217 -3%
SFS
13
Shaker Financial Services
Virginia
$2.89M 147,011 +64,778 +79%
Wells Fargo
14
Wells Fargo
California
$2.18M 110,953 +7,792 +8%
Ameriprise
15
Ameriprise
Minnesota
$1.42M 74,264 -13,519 -15%
KA
16
Kercheville Advisors
Texas
$1.42M 71,712 +71,712 New
LGWM
17
Litman Gregory Wealth Management
California
$1.34M 68,200 +7,100 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.17M 59,337 -8 -0%
GC
19
Guggenheim Capital
Illinois
$1.06M 53,905 +20,922 +63%
RJA
20
Raymond James & Associates
Florida
$1M 50,892 -6,348 -11%
UR
21
USCA RIA
Texas
$993K 50,545 – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$977K 49,721 +129 +0.3%
LPL Financial
23
LPL Financial
California
$971K 49,398 +4,804 +11%
MWPCG
24
Measured Wealth Private Client Group
New Hampshire
$869K 44,233 +10,844 +32%
SAM
25
Secure Asset Management
Michigan
$788K 40,089 -8,000 -17%
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