DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

74 hedge funds and large institutions have $114M invested in DoubleLine Opportunistic Credit Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
23
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$38.2M
2
CRC
2
Catawba River Capital
South Carolina
$5.46M
3
ACP
3
Aviance Capital Partners
Florida
$5.92M
4
LGWM
4
Litman Gregory Wealth Management
California
$1.84M
5
GC
5
Guggenheim Capital
Illinois
$1.36M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$956K
2
Bank of America
2
Bank of America
North Carolina
$3.64M
3
FFA
3
First Foundation Advisors
California
$3.49M
4
FM
4
Family Management
New York
$4.13M
5
Citigroup
5
Citigroup
New York
$48K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$38.2M 1,935,980 +139,530 +8%
ACP
2
Aviance Capital Partners
Florida
$5.92M 300,012 +29,716 +11%
CRC
3
Catawba River Capital
South Carolina
$5.46M 276,574 +31,036 +13%
HKAM
4
Horizon Kinetics Asset Management
New York
$5.25M 266,048 +333 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$4.79M 242,863 +7,426 +3%
FM
6
Family Management
New York
$4.13M 208,976 -27,993 -12%
Bank of America
7
Bank of America
North Carolina
$3.64M 184,568 -56,027 -23%
UBS Group
8
UBS Group
Switzerland
$3.54M 179,445 +7,622 +4%
FFA
9
First Foundation Advisors
California
$3.49M 176,751 -28,707 -14%
SWM
10
Spire Wealth Management
Virginia
$3.26M 165,143 +165,143 New
IP
11
Intellectus Partners
California
$3.06M 154,799 -15,732 -9%
Invesco
12
Invesco
Georgia
$3M 152,025 -15,296 -9%
AI
13
ArchPoint Investors
Florida
$2.86M 144,645 -5,633 -4%
Wells Fargo
14
Wells Fargo
California
$2.04M 103,344 -7,609 -7%
LGWM
15
Litman Gregory Wealth Management
California
$1.84M 93,300 +25,100 +37%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$1.46M 73,758 +73,758 New
KA
17
Kercheville Advisors
Texas
$1.43M 72,292 +580 +0.8%
Ameriprise
18
Ameriprise
Minnesota
$1.41M 71,504 -2,760 -4%
GC
19
Guggenheim Capital
Illinois
$1.36M 68,996 +15,091 +28%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.15M 57,986 -1,351 -2%
RJA
21
Raymond James & Associates
Florida
$1.01M 50,955 +63 +0.1%
UR
22
USCA RIA
Texas
$998K 50,545 – –
SFS
23
Shaker Financial Services
Virginia
$956K 48,420 -98,591 -67%
LPL Financial
24
LPL Financial
California
$953K 48,276 -1,122 -2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$946K 47,921 -1,800 -4%
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