DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

61 hedge funds and large institutions have $134M invested in DoubleLine Opportunistic Credit Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
20
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.5M
2
UBS Group
2
UBS Group
Switzerland
$8.31M
3
ECM
3
Evergreen Capital Management
Washington
$5.12M
4
GP
4
Gridiron Partners
Pennsylvania
$2.48M
5
SIA
5
Sit Investment Associates
Minnesota
$43.9M

Top Sellers

1
ACP
1
Aviance Capital Partners
Florida
$1.16M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$0
3
Invesco
3
Invesco
Georgia
$1.79M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.05M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$43.9M 2,862,082 +82,182 +3%
Morgan Stanley
2
Morgan Stanley
New York
$29.5M 1,920,650 +961,568 +100%
UBS Group
3
UBS Group
Switzerland
$8.31M 541,624 +420,277 +346%
HIG
4
Herr Investment Group
Texas
$6.19M 402,984 -8,206 -2%
ECM
5
Evergreen Capital Management
Washington
$5.12M 333,482 +200,968 +152%
Wells Fargo
6
Wells Fargo
California
$3.18M 206,955 +1,079 +0.5%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$3.1M 202,270 +9,231 +5%
Ameriprise
8
Ameriprise
Minnesota
$2.98M 194,935 -5,196 -3%
IP
9
Intellectus Partners
California
$2.5M 162,706 +29,116 +22%
GP
10
Gridiron Partners
Pennsylvania
$2.48M 161,661 +161,661 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.05M 133,392 -15,866 -11%
Invesco
12
Invesco
Georgia
$1.79M 116,480 -24,881 -18%
LPL Financial
13
LPL Financial
California
$1.7M 110,533 +10,628 +11%
RJA
14
Raymond James & Associates
Florida
$1.62M 105,686 -5,092 -5%
AI
15
ArchPoint Investors
Florida
$1.59M 103,474 -12,500 -11%
Stifel Financial
16
Stifel Financial
Missouri
$1.42M 92,230 +6,034 +7%
Bank of America
17
Bank of America
North Carolina
$1.35M 88,002 +13,130 +18%
SWP
18
Strategic Wealth Partners
Ohio
$1.33M 86,636 – –
GC
19
Guggenheim Capital
Illinois
$1.31M 85,068 -3,308 -4%
IP
20
Ignite Planners
California
$1.24M 81,264 +41,440 +104%
ACP
21
Aviance Capital Partners
Florida
$1.16M 75,442 -72,472 -49%
HKAM
22
Horizon Kinetics Asset Management
New York
$1.09M 70,809 – –
IAIM
23
International Assets Investment Management
Florida
$1.01M 66,019 -4,224 -6%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$683K 43,431 +6,459 +17%
NA
25
NewEdge Advisors
Louisiana
$564K 36,985 +11,000 +42%
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