DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

60 hedge funds and large institutions have $101M invested in DoubleLine Opportunistic Credit Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$2.92M
2
ECM
2
Evergreen Capital Management
Washington
$1.93M
3
SIA
3
Sit Investment Associates
Minnesota
$40.5M
4
IAIM
4
International Assets Investment Management
Florida
$1.01M
5
Invesco
5
Invesco
Georgia
$2.06M

Top Sellers

1
ACP
1
Aviance Capital Partners
Florida
$2.16M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.18M
3
CRC
3
Catawba River Capital
South Carolina
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$40.5M 2,779,900 +73,957 +3%
Morgan Stanley
2
Morgan Stanley
New York
$14M 959,082 +13,080 +1%
HIG
3
Herr Investment Group
Texas
$6M 411,190 -366 -0.1%
Wells Fargo
4
Wells Fargo
California
$3M 205,876 +7,070 +4%
Ameriprise
5
Ameriprise
Minnesota
$2.92M 200,131 +134,199 +204%
TPWM
6
Twelve Points Wealth Management
Massachusetts
$2.81M 193,039 +9,835 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.18M 149,258 -94,448 -39%
ACP
8
Aviance Capital Partners
Florida
$2.16M 147,914 -95,467 -39%
Invesco
9
Invesco
Georgia
$2.06M 141,361 +35,377 +33%
IP
10
Intellectus Partners
California
$1.95M 133,590 +24,024 +22%
ECM
11
Evergreen Capital Management
Washington
$1.93M 132,514 +132,514 New
UBS Group
12
UBS Group
Switzerland
$1.77M 121,347 -4,399 -3%
AI
13
ArchPoint Investors
Florida
$1.69M 115,974 – –
RJA
14
Raymond James & Associates
Florida
$1.62M 110,778 -22,902 -17%
LPL Financial
15
LPL Financial
California
$1.46M 99,905 +33,476 +50%
GC
16
Guggenheim Capital
Illinois
$1.29M 88,376 +19,479 +28%
SWP
17
Strategic Wealth Partners
Ohio
$1.26M 86,636 +34,578 +66%
Stifel Financial
18
Stifel Financial
Missouri
$1.26M 86,196 +12,439 +17%
Bank of America
19
Bank of America
North Carolina
$1.09M 74,872 +4,070 +6%
HKAM
20
Horizon Kinetics Asset Management
New York
$1.03M 70,809 -364 -0.5%
IAIM
21
International Assets Investment Management
Florida
$1.01M 70,243 +51,781 +280%
IP
22
Ignite Planners
California
$576K 39,824 +4,120 +12%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$547K 36,972 -770 -2%
VCP
24
Verus Capital Partners
Arizona
$521K 35,757 +4,623 +15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$507K 34,791 -6,177 -15%
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