DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

62 hedge funds and large institutions have $96.3M invested in DoubleLine Opportunistic Credit Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.05M
3
Wells Fargo
3
Wells Fargo
California
$2.55M
4
IP
4
Ignite Planners
California
$466K
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$423K

Top Sellers

1
FM
1
Family Management
New York
$412K
2
SIA
2
Sit Investment Associates
Minnesota
$37.4M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$524K
4
IP
4
Intellectus Partners
California
$1.78M
5
RJA
5
Raymond James & Associates
Florida
$2.14M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$37.4M 2,515,766 -57,585 -2%
Morgan Stanley
2
Morgan Stanley
New York
$11.8M 796,505 +316,482 +66%
HIG
3
Herr Investment Group
Texas
$5.67M 381,735 +381,735 New
CRC
4
Catawba River Capital
South Carolina
$3.78M 254,398 -15,657 -6%
ACP
5
Aviance Capital Partners
Florida
$3.43M 230,751 -21,735 -9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.05M 205,297 +186,208 +975%
Wells Fargo
7
Wells Fargo
California
$2.55M 171,821 +45,270 +36%
RJA
8
Raymond James & Associates
Florida
$2.14M 143,864 -24,115 -14%
UBS Group
9
UBS Group
Switzerland
$1.92M 129,329 +9,702 +8%
Invesco
10
Invesco
Georgia
$1.86M 125,539 -9,165 -7%
HKAM
11
Horizon Kinetics Asset Management
New York
$1.85M 124,409 -10,077 -7%
TPWM
12
Twelve Points Wealth Management
Massachusetts
$1.81M 121,748 +9,299 +8%
IP
13
Intellectus Partners
California
$1.78M 120,188 -31,361 -21%
AI
14
ArchPoint Investors
Florida
$1.74M 116,974 – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.01M 68,295 +1,125 +2%
GC
16
Guggenheim Capital
Illinois
$994K 66,952 +6,167 +10%
PAS
17
Park Avenue Securities
New York
$933K 62,827 -319 -0.5%
Ameriprise
18
Ameriprise
Minnesota
$910K 61,270 +2,463 +4%
LPL Financial
19
LPL Financial
California
$837K 56,389 +125 +0.2%
Bank of America
20
Bank of America
North Carolina
$821K 55,309 -12,604 -19%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$674K 45,387 +3 +0%
NA
22
NewEdge Advisors
Louisiana
$590K 40,629 +844 +2%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$524K 33,981 -40,826 -55%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$523K 35,245 +392 +1%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$484K 32,615 -2,105 -6%
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