DoubleLine Opportunistic Credit Fund
DBL
62 hedge funds and large institutions have $124M invested in DoubleLine Opportunistic Credit Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1.17% more ownership
Funds ownership: 46.14% → 47.31% (+1.2%)
2% more capital invested
Capital invested by funds: $121M → $124M (+$2.61M)
0% more funds holding
Funds holding: 62 → 62 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.17M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$1.34M |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$845K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$594K |
| 5 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
|
+$538K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.51M |
| 2 |
HIG
Herr Investment Group
Austin,
Texas
|
-$1.82M |
| 3 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
-$359K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$201K |
| 5 |
WJWM
Williams Jones Wealth Management
New York
|
-$193K |
DBL Hedge Fund Activity: Q2 2024 in Review
62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q2 2024, worth a combined $124M — up 2.2% from $121M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DBL positions and 5 closed out — a net gain of 1 holder — while 25 added to existing stakes and 19 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.17M. The largest seller was Sit Investment Associates, cutting an estimated $2.51M.
- 62 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $124M of DoubleLine Opportunistic Credit Fund stock for Q2 2024, up 2.2% quarter-over-quarter.
- 6 funds opened new DoubleLine Opportunistic Credit Fund positions in Q2 2024 and 5 closed out, a net change of +1 holder.
- The largest DoubleLine Opportunistic Credit Fund buyer in Q2 2024 was Shaker Financial Services, an estimated $2.17M added.
- The largest DoubleLine Opportunistic Credit Fund seller in Q2 2024 was Sit Investment Associates, an estimated $2.51M sold.
Based on aggregated 13F filings for Q2 2024.