DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

73 hedge funds and large institutions have $112M invested in DoubleLine Opportunistic Credit Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
31
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aviance Capital Partners
Florida
$6.9M
2
Invesco
2
Invesco
Georgia
$3.57M
3
Goldman Sachs
3
Goldman Sachs
New York
$455K
4
GC
4
Guggenheim Capital
Illinois
$1.63M
5
MWPCG
5
Measured Wealth Private Client Group
New Hampshire
$1.09M

Top Sellers

1
FFA
1
First Foundation Advisors
California
$1.98M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.01M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$169K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1M
5
Bank of America
5
Bank of America
North Carolina
$3.39M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$38.6M 1,923,568 -12,412 -0.6%
ACP
2
Aviance Capital Partners
Florida
$6.9M 343,717 +43,705 +15%
CRC
3
Catawba River Capital
South Carolina
$5.69M 283,759 +7,185 +3%
HKAM
4
Horizon Kinetics Asset Management
New York
$5.29M 263,800 -2,248 -0.8%
FM
5
Family Management
New York
$4.21M 209,649 +673 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$4.01M 199,707 -43,156 -18%
Invesco
7
Invesco
Georgia
$3.57M 178,130 +26,105 +17%
UBS Group
8
UBS Group
Switzerland
$3.42M 170,423 -9,022 -5%
Bank of America
9
Bank of America
North Carolina
$3.39M 168,742 -15,826 -9%
SWM
10
Spire Wealth Management
Virginia
$3.28M 164,745 -398 -0.2%
IP
11
Intellectus Partners
California
$3.21M 159,998 +5,199 +3%
AI
12
ArchPoint Investors
Florida
$2.88M 143,524 -1,121 -0.8%
Wells Fargo
13
Wells Fargo
California
$2.19M 109,334 +5,990 +6%
FFA
14
First Foundation Advisors
California
$1.98M 98,576 -78,175 -44%
GC
15
Guggenheim Capital
Illinois
$1.63M 81,080 +12,084 +18%
Ameriprise
16
Ameriprise
Minnesota
$1.51M 75,119 +3,615 +5%
KA
17
Kercheville Advisors
Texas
$1.44M 71,593 -699 -1%
SFS
18
Shaker Financial Services
Virginia
$1.1M 54,796 +6,376 +13%
MWPCG
19
Measured Wealth Private Client Group
New Hampshire
$1.09M 54,142 +8,468 +19%
RJA
20
Raymond James & Associates
Florida
$1.07M 53,509 +2,554 +5%
LPL Financial
21
LPL Financial
California
$1.02M 51,059 +2,783 +6%
UR
22
USCA RIA
Texas
$1.01M 50,545 – –
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$1M 49,978 -23,780 -32%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$975K 48,590 +4,524 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$952K 47,450 -10,536 -18%
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