DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

69 hedge funds and large institutions have $122M invested in DoubleLine Opportunistic Credit Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$52.8M
2
Ameriprise
2
Ameriprise
Minnesota
$3.33M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$1.21M
4
NA
4
NewEdge Advisors
Louisiana
$734K
5
TPWM
5
Twelve Points Wealth Management
Massachusetts
$609K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$3.12M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$0
4
FFA
4
First Foundation Advisors
California
$1.26M
5
ACP
5
Aviance Capital Partners
Florida
$7.58M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$52.8M 2,756,581 +622,217 +29%
ACP
2
Aviance Capital Partners
Florida
$7.58M 395,181 -19,846 -5%
CRC
3
Catawba River Capital
South Carolina
$5.49M 286,268 -5,444 -2%
FM
4
Family Management
New York
$4.26M 222,378 +14,325 +7%
Morgan Stanley
5
Morgan Stanley
New York
$3.68M 192,077 -16,012 -8%
Invesco
6
Invesco
Georgia
$3.6M 187,682 +9,353 +5%
Ameriprise
7
Ameriprise
Minnesota
$3.33M 174,283 +88,232 +103%
SWM
8
Spire Wealth Management
Virginia
$3.23M 168,310 -1,363 -0.8%
HKAM
9
Horizon Kinetics Asset Management
New York
$3.12M 162,631 -99,371 -38%
UBS Group
10
UBS Group
Switzerland
$3.05M 159,257 -8,672 -5%
Bank of America
11
Bank of America
North Carolina
$3.02M 157,480 -18,245 -10%
IP
12
Intellectus Partners
California
$2.8M 146,250 -8,534 -6%
AI
13
ArchPoint Investors
Florida
$2.24M 116,974 – –
Wells Fargo
14
Wells Fargo
California
$2.21M 115,201 -622 -0.5%
LGWM
15
Litman Gregory Wealth Management
California
$1.73M 90,050 -12,690 -12%
GC
16
Guggenheim Capital
Illinois
$1.5M 78,256 -2,180 -3%
KA
17
Kercheville Advisors
Texas
$1.26M 65,850 -4,194 -6%
FFA
18
First Foundation Advisors
California
$1.26M 65,641 -24,099 -27%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$1.21M 62,309 +62,309 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.17M 61,064 +8,438 +16%
PAS
21
Park Avenue Securities
New York
$1.06M 55,415 +7,389 +15%
LPL Financial
22
LPL Financial
California
$933K 48,684 -930 -2%
RJA
23
Raymond James & Associates
Florida
$893K 46,570 -7,892 -14%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$878K 45,796 -690 -1%
SFS
25
Shaker Financial Services
Virginia
$854K 44,541 +10,926 +33%
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