DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

66 hedge funds and large institutions have $98.4M invested in DoubleLine Opportunistic Credit Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
26
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.65M
3
RJA
3
Raymond James & Associates
Florida
$2.16M
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$1.28M
5
LGWM
5
Litman Gregory Wealth Management
California
$2.17M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$37.8M
2
SWM
2
Spire Wealth Management
Virginia
$5K
3
ACP
3
Aviance Capital Partners
Florida
$4.32M
4
Ameriprise
4
Ameriprise
Minnesota
$1.23M
5
KA
5
Kercheville Advisors
Texas
$355K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$37.8M 2,255,465 -501,116 -18%
Morgan Stanley
2
Morgan Stanley
New York
$5.52M 329,478 +137,401 +72%
CRC
3
Catawba River Capital
South Carolina
$4.81M 286,793 +525 +0.2%
ACP
4
Aviance Capital Partners
Florida
$4.32M 257,724 -137,457 -35%
FM
5
Family Management
New York
$3.87M 230,795 +8,417 +4%
Invesco
6
Invesco
Georgia
$2.84M 169,371 -18,311 -10%
HKAM
7
Horizon Kinetics Asset Management
New York
$2.65M 158,318 -4,313 -3%
Bank of America
8
Bank of America
North Carolina
$2.63M 156,648 -832 -0.5%
IP
9
Intellectus Partners
California
$2.5M 149,202 +2,952 +2%
UBS Group
10
UBS Group
Switzerland
$2.49M 148,842 -10,415 -7%
LGWM
11
Litman Gregory Wealth Management
California
$2.17M 129,150 +39,100 +43%
RJA
12
Raymond James & Associates
Florida
$2.16M 129,114 +82,544 +177%
AI
13
ArchPoint Investors
Florida
$1.96M 116,974 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.65M 98,497 +88,302 +866%
Wells Fargo
15
Wells Fargo
California
$1.65M 98,391 -16,810 -15%
SFS
16
Shaker Financial Services
Virginia
$1.38M 82,243 +37,702 +85%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.28M 76,051 +44,305 +140%
TWC
18
TD Waterhouse Canada
Ontario, Canada
$1.24M 71,992 +9,683 +16%
Ameriprise
19
Ameriprise
Minnesota
$1.23M 73,431 -100,852 -58%
GC
20
Guggenheim Capital
Illinois
$1.2M 71,662 -6,594 -8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.12M 66,784 +5,720 +9%
PAS
22
Park Avenue Securities
New York
$1.03M 61,363 +5,948 +11%
FFA
23
First Foundation Advisors
California
$917K 54,701 -10,940 -17%
LPL Financial
24
LPL Financial
California
$835K 49,794 +1,110 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$773K 46,118 +322 +0.7%
1
2 3