DoubleLine Opportunistic Credit Fund
DBL
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.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
61% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 18
13% more capital invested
Capital invested by funds: $96.5M → $109M (+$12.4M)
6% more funds holding
Funds holding: 63 → 67 (+4)
3.21% more ownership
Funds ownership: 33.9% → 37.1% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.25M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$917K |
| 3 |
Morgan Stanley
New York
|
+$743K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$403K |
| 5 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$1.79M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$440K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$260K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$241K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$223K |
DBL Hedge Fund Activity: Q4 2020 in Review
67 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2020, worth a combined $109M — up 13% from $96.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DBL positions and 5 closed out — a net gain of 4 holders — while 29 added to existing stakes and 18 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.25M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $1.79M.
- 67 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2020, up from 63 in Q3 2020.
- Funds reported $109M of DoubleLine Opportunistic Credit Fund stock for Q4 2020, up 13% quarter-over-quarter.
- 9 funds opened new DoubleLine Opportunistic Credit Fund positions in Q4 2020 and 5 closed out, a net change of +4 holders.
- The largest DoubleLine Opportunistic Credit Fund buyer in Q4 2020 was Shaker Financial Services, an estimated $1.25M added.
- The largest DoubleLine Opportunistic Credit Fund seller in Q4 2020 was Horizon Kinetics Asset Management, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2020.