DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

61 hedge funds and large institutions have $120M invested in DoubleLine Opportunistic Credit Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
31
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$2.53M
2
Ameriprise
2
Ameriprise
Minnesota
$3.63M
3
Wells Fargo
3
Wells Fargo
California
$3.82M
4
IAIM
4
International Assets Investment Management
Florida
$1.58M
5
UAG
5
United Advisor Group
Ohio
$416K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.1M
2
GP
2
Gridiron Partners
Pennsylvania
$644K
3
SIA
3
Sit Investment Associates
Minnesota
$42.6M
4
GC
4
Guggenheim Capital
Illinois
$1.05M
5
FM
5
Family Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$42.6M 2,765,600 -96,482 -3%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M 852,053 -1,068,597 -56%
UBS Group
3
UBS Group
Switzerland
$8.36M 542,226 +602 +0.1%
HIG
4
Herr Investment Group
Texas
$6.23M 404,284 +1,300 +0.3%
ECM
5
Evergreen Capital Management
Washington
$5.21M 337,990 +4,508 +1%
Wells Fargo
6
Wells Fargo
California
$3.82M 247,806 +40,851 +20%
Ameriprise
7
Ameriprise
Minnesota
$3.63M 238,882 +43,947 +23%
TPWM
8
Twelve Points Wealth Management
Massachusetts
$3.38M 218,967 +16,697 +8%
IP
9
Intellectus Partners
California
$2.81M 182,149 +19,443 +12%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.53M 163,818 +153,625 +1,507%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.24M 145,133 +11,741 +9%
LPL Financial
12
LPL Financial
California
$1.84M 119,488 +8,955 +8%
Invesco
13
Invesco
Georgia
$1.67M 108,290 -8,190 -7%
AI
14
ArchPoint Investors
Florida
$1.6M 103,474 – –
IAIM
15
International Assets Investment Management
Florida
$1.58M 102,631 +36,612 +55%
RJA
16
Raymond James & Associates
Florida
$1.57M 101,696 -3,990 -4%
Stifel Financial
17
Stifel Financial
Missouri
$1.52M 98,353 +6,123 +7%
Bank of America
18
Bank of America
North Carolina
$1.49M 96,328 +8,326 +9%
SWP
19
Strategic Wealth Partners
Ohio
$1.34M 86,636 – –
IP
20
Ignite Planners
California
$1.25M 81,655 +391 +0.5%
ACP
21
Aviance Capital Partners
Florida
$1.16M 75,526 +84 +0.1%
HKAM
22
Horizon Kinetics Asset Management
New York
$1.09M 70,809 – –
GC
23
Guggenheim Capital
Illinois
$1.05M 68,255 -16,813 -20%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$759K 44,791 +1,360 +3%
GP
25
Gridiron Partners
Pennsylvania
$644K 41,787 -119,874 -74%
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