DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

62 hedge funds and large institutions have $98.6M invested in DoubleLine Opportunistic Credit Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$39.3M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.07M
3
SWP
3
Strategic Wealth Partners
Ohio
$755K
4
TPWM
4
Twelve Points Wealth Management
Massachusetts
$2.66M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.7M

Top Sellers

1
ICMP
1
Integrated Capital Management (Pennsylvania)
Pennsylvania
$156K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
CRC
3
Catawba River Capital
South Carolina
$1.31M
4
HKAM
4
Horizon Kinetics Asset Management
New York
$1.03M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$39.3M 2,705,943 +82,478 +3%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M 946,002 +15,474 +2%
HIG
3
Herr Investment Group
Texas
$5.97M 411,556 +3,214 +0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M 243,706 -1,449 -0.6%
ACP
5
Aviance Capital Partners
Florida
$3.53M 243,381 +9,631 +4%
Wells Fargo
6
Wells Fargo
California
$2.88M 198,806 +12,080 +6%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$2.66M 183,204 +19,316 +12%
RJA
8
Raymond James & Associates
Florida
$1.94M 133,680 -5,332 -4%
UBS Group
9
UBS Group
Switzerland
$1.82M 125,746 +3,443 +3%
AI
10
ArchPoint Investors
Florida
$1.68M 115,974 -1,000 -0.9%
IP
11
Intellectus Partners
California
$1.59M 109,566 -6,019 -5%
Invesco
12
Invesco
Georgia
$1.54M 105,984 -256 -0.2%
CRC
13
Catawba River Capital
South Carolina
$1.31M 90,182 -57,027 -39%
Stifel Financial
14
Stifel Financial
Missouri
$1.07M 73,757 +61,540 +504%
HKAM
15
Horizon Kinetics Asset Management
New York
$1.03M 71,173 -51,972 -42%
Bank of America
16
Bank of America
North Carolina
$1.03M 70,802 +14,933 +27%
GC
17
Guggenheim Capital
Illinois
$1,000K 68,897 -5,160 -7%
LPL Financial
18
LPL Financial
California
$964K 66,429 +4,392 +7%
Ameriprise
19
Ameriprise
Minnesota
$957K 65,932 +395 +0.6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$940K 64,771 -26 -0%
PAS
21
Park Avenue Securities
New York
$867K 59,747 -1,212 -2%
SWP
22
Strategic Wealth Partners
Ohio
$755K 52,058 +52,058 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$594K 40,968 -4,422 -10%
NA
24
NewEdge Advisors
Louisiana
$576K 39,685 +1,000 +3%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$527K 37,742 +1,836 +5%
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