DoubleLine Opportunistic Credit Fund
DBL
62 hedge funds and large institutions have $134M invested in DoubleLine Opportunistic Credit Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 9 closing their positions.
33% more capital invested
Capital invested by funds: $101M → $134M (+$33.4M)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
9.62% more ownership
Funds ownership: 43.51% → 53.13% (+9.6%)
3% more funds holding
Funds holding: 60 → 62 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.14M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$2.94M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.2M |
| 5 |
IP
Ignite Planners
San Clemente,
California
|
+$605K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$1.06M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$476K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$363K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$232K |
| 5 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$208K |
DBL Hedge Fund Activity: Q4 2023 in Review
62 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2023, worth a combined $134M — up 33% from $101M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DBL positions and 9 closed out — a net gain of 2 holders — while 20 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Aviance Capital Partners, cutting an estimated $1.06M.
- 62 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2023, up from 60 in Q3 2023.
- Funds reported $134M of DoubleLine Opportunistic Credit Fund stock for Q4 2023, up 33% quarter-over-quarter.
- 11 funds opened new DoubleLine Opportunistic Credit Fund positions in Q4 2023 and 9 closed out, a net change of +2 holders.
- The largest DoubleLine Opportunistic Credit Fund buyer in Q4 2023 was Morgan Stanley, an estimated $14M added.
- The largest DoubleLine Opportunistic Credit Fund seller in Q4 2023 was Aviance Capital Partners, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2023.