DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

72 hedge funds and large institutions have $116M invested in DoubleLine Opportunistic Credit Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
31
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$42.1M
2
LGWM
2
Litman Gregory Wealth Management
California
$2.03M
3
ACP
3
Aviance Capital Partners
Florida
$8.18M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$997K
5
CWM
5
Circle Wealth Management
New Jersey
$298K

Top Sellers

1
MWPCG
1
Measured Wealth Private Client Group
New Hampshire
$0
2
AI
2
ArchPoint Investors
Florida
$2.31M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SFS
4
Shaker Financial Services
Virginia
$663K
5
WS
5
Wedbush Securities
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$42.1M 2,134,364 +210,796 +11%
ACP
2
Aviance Capital Partners
Florida
$8.18M 415,027 +71,310 +21%
CRC
3
Catawba River Capital
South Carolina
$5.75M 291,712 +7,953 +3%
HKAM
4
Horizon Kinetics Asset Management
New York
$5.17M 262,002 -1,798 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$4.1M 208,089 +8,382 +4%
FM
6
Family Management
New York
$4.1M 208,053 -1,596 -0.8%
Invesco
7
Invesco
Georgia
$3.52M 178,329 +199 +0.1%
Bank of America
8
Bank of America
North Carolina
$3.47M 175,725 +6,983 +4%
SWM
9
Spire Wealth Management
Virginia
$3.35M 169,673 +4,928 +3%
UBS Group
10
UBS Group
Switzerland
$3.31M 167,929 -2,494 -1%
IP
11
Intellectus Partners
California
$3.05M 154,784 -5,214 -3%
AI
12
ArchPoint Investors
Florida
$2.31M 116,974 -26,550 -18%
Wells Fargo
13
Wells Fargo
California
$2.28M 115,823 +6,489 +6%
LGWM
14
Litman Gregory Wealth Management
California
$2.03M 102,740 +100,619 +4,744%
FFA
15
First Foundation Advisors
California
$1.77M 89,740 -8,836 -9%
Ameriprise
16
Ameriprise
Minnesota
$1.72M 86,051 +10,932 +15%
GC
17
Guggenheim Capital
Illinois
$1.59M 80,436 -644 -0.8%
KA
18
Kercheville Advisors
Texas
$1.38M 70,044 -1,549 -2%
RJA
19
Raymond James & Associates
Florida
$1.07M 54,462 +953 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.04M 52,626 +4,036 +8%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$997K 50,545 +50,545 New
LPL Financial
22
LPL Financial
California
$978K 49,614 -1,445 -3%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$964K 48,864 -1,114 -2%
PAS
24
Park Avenue Securities
New York
$947K 48,026 +4,423 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$917K 46,486 -964 -2%
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