DBL

DoubleLine Opportunistic Credit Fund

59 hedge funds and large institutions have $82.7M invested in DoubleLine Opportunistic Credit Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
59
Holders Change
-11
Holders Change %
-15.71%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
27
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$37.2M 2,573,351 +232,759 +10%
Morgan Stanley
2
Morgan Stanley
New York
$6.94M 480,023 +6,814 +1%
CRC
3
Catawba River Capital
South Carolina
$3.9M 270,055 +965 +0.4%
ACP
4
Aviance Capital Partners
Florida
$3.65M 252,486 +2,175 +0.9%
RJA
5
Raymond James & Associates
Florida
$2.43M 167,979 +32,429 +24%
IP
6
Intellectus Partners
California
$2.19M 151,549 +11,755 +8%
Invesco
7
Invesco
Georgia
$1.95M 134,704 -24,404 -15%
HKAM
8
Horizon Kinetics Asset Management
New York
$1.94M 134,486 -7,643 -5%
Wells Fargo
9
Wells Fargo
California
$1.83M 126,551 +28,843 +30%
UBS Group
10
UBS Group
Switzerland
$1.73M 119,627 -11,962 -9%
AI
11
ArchPoint Investors
Florida
$1.69M 116,974
TPWM
12
Twelve Points Wealth Management
Massachusetts
$1.63M 112,449 +9,221 +9%
FM
13
Family Management
New York
$1.44M 99,839 -138,011 -58%
TWC
14
TD Waterhouse Canada
Ontario, Canada
$1.13M 74,807 +650 +0.9%
Bank of America
15
Bank of America
North Carolina
$981K 67,913 +10,744 +19%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$971K 67,170 -2,687 -4%
PAS
17
Park Avenue Securities
New York
$912K 63,146 -24 -0%
GC
18
Guggenheim Capital
Illinois
$878K 60,785 -2,774 -4%
Ameriprise
19
Ameriprise
Minnesota
$850K 58,807 -17,080 -23%
LPL Financial
20
LPL Financial
California
$813K 56,264 +3,117 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$656K 45,384 -358 -0.8%
NA
22
NewEdge Advisors
Louisiana
$575K 39,785 +700 +2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$504K 34,853 +2,027 +6%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$502K 34,720 +4,210 +14%
AA
25
Apriem Advisors
California
$493K 34,110