DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

65 hedge funds and large institutions have $95.6M invested in DoubleLine Opportunistic Credit Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.2M
2
SIA
2
Sit Investment Associates
Minnesota
$37.2M
3
SFS
3
Shaker Financial Services
Virginia
$985K
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$2.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.48M

Top Sellers

1
CRC
1
Catawba River Capital
South Carolina
$2.09M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Invesco
3
Invesco
Georgia
$1.51M
4
GWM
4
Geneos Wealth Management
Colorado
$8.86K
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$174K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$37.2M 2,623,465 +107,699 +4%
Morgan Stanley
2
Morgan Stanley
New York
$13.2M 930,528 +134,023 +17%
HIG
3
Herr Investment Group
Texas
$5.79M 408,342 +26,607 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.48M 245,155 +39,858 +19%
ACP
5
Aviance Capital Partners
Florida
$3.31M 233,750 +2,999 +1%
Wells Fargo
6
Wells Fargo
California
$2.65M 186,726 +14,905 +9%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$2.32M 163,888 +42,140 +35%
CRC
8
Catawba River Capital
South Carolina
$2.09M 147,209 -107,189 -42%
RJA
9
Raymond James & Associates
Florida
$1.97M 139,012 -4,852 -3%
HKAM
10
Horizon Kinetics Asset Management
New York
$1.75M 123,145 -1,264 -1%
UBS Group
11
UBS Group
Switzerland
$1.73M 122,303 -7,026 -5%
AI
12
ArchPoint Investors
Florida
$1.66M 116,974 – –
IP
13
Intellectus Partners
California
$1.64M 115,585 -4,603 -4%
Invesco
14
Invesco
Georgia
$1.51M 106,240 -19,299 -15%
GC
15
Guggenheim Capital
Illinois
$1.05M 74,057 +7,105 +11%
SFS
16
Shaker Financial Services
Virginia
$985K 69,478 +69,478 New
Ameriprise
17
Ameriprise
Minnesota
$929K 65,537 +4,267 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$919K 64,797 -3,498 -5%
LPL Financial
19
LPL Financial
California
$880K 62,037 +5,648 +10%
PAS
20
Park Avenue Securities
New York
$864K 60,959 -1,868 -3%
Bank of America
21
Bank of America
North Carolina
$792K 55,869 +560 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$644K 45,390 +3 +0%
NA
23
NewEdge Advisors
Louisiana
$556K 38,685 -1,944 -5%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$536K 35,906 +1,925 +6%
IP
25
Ignite Planners
California
$509K 35,110 +4,893 +16%
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