DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

70 hedge funds and large institutions have $90.9M invested in DoubleLine Opportunistic Credit Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.37M
2
SIA
2
Sit Investment Associates
Minnesota
$36.5M
3
LGWM
3
Litman Gregory Wealth Management
California
$2.49M
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$1.61M
5
KCPG
5
Kavar Capital Partners Group
Kansas
$336K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$891K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$273K
3
SFS
3
Shaker Financial Services
Virginia
$168K
4
VCP
4
Verus Capital Partners
Arizona
$231K
5
Stifel Financial
5
Stifel Financial
Missouri
$198K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$36.5M 2,340,592 +85,127 +4%
Morgan Stanley
2
Morgan Stanley
New York
$7.37M 473,209 +143,731 +44%
CRC
3
Catawba River Capital
South Carolina
$4.19M 269,090 -17,703 -6%
ACP
4
Aviance Capital Partners
Florida
$3.9M 250,311 -7,413 -3%
FM
5
Family Management
New York
$3.71M 237,850 +7,055 +3%
LGWM
6
Litman Gregory Wealth Management
California
$2.49M 160,050 +30,900 +24%
Invesco
7
Invesco
Georgia
$2.48M 159,108 -10,263 -6%
HKAM
8
Horizon Kinetics Asset Management
New York
$2.21M 142,129 -16,189 -10%
IP
9
Intellectus Partners
California
$2.18M 139,794 -9,408 -6%
RJA
10
Raymond James & Associates
Florida
$2.11M 135,550 +6,436 +5%
UBS Group
11
UBS Group
Switzerland
$2.05M 131,589 -17,253 -12%
AI
12
ArchPoint Investors
Florida
$1.82M 116,974 – –
TPWM
13
Twelve Points Wealth Management
Massachusetts
$1.61M 103,228 +27,177 +36%
Wells Fargo
14
Wells Fargo
California
$1.52M 97,708 -683 -0.7%
TWC
15
TD Waterhouse Canada
Ontario, Canada
$1.18M 74,157 +2,165 +3%
Ameriprise
16
Ameriprise
Minnesota
$1.18M 75,887 +2,456 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.09M 69,857 +3,073 +5%
GC
18
Guggenheim Capital
Illinois
$990K 63,559 -8,103 -11%
PAS
19
Park Avenue Securities
New York
$984K 63,170 +1,807 +3%
Bank of America
20
Bank of America
North Carolina
$891K 57,169 -99,479 -64%
LPL Financial
21
LPL Financial
California
$828K 53,147 +3,353 +7%
FFA
22
First Foundation Advisors
California
$816K 52,363 -2,338 -4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$713K 45,742 -376 -0.8%
NA
24
NewEdge Advisors
Louisiana
$609K 39,085 +1,900 +5%
AA
25
Apriem Advisors
California
$531K 34,110 -1,500 -4%
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