DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

61 hedge funds and large institutions have $123M 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, 18 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.21M
2
ECM
2
Evergreen Capital Management
Washington
$6.56M
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$862K
4
IAIM
4
International Assets Investment Management
Florida
$2.18M
5
TPWM
5
Twelve Points Wealth Management
Massachusetts
$3.91M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$39.9M
2
HIG
2
Herr Investment Group
Texas
$4.35M
3
CWM
3
Circle Wealth Management
New Jersey
$0
4
GC
4
Guggenheim Capital
Illinois
$844K
5
WJWM
5
Williams Jones Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$39.9M 2,599,157 -166,443 -6%
Morgan Stanley
2
Morgan Stanley
New York
$13M 849,067 -2,986 -0.4%
UBS Group
3
UBS Group
Switzerland
$8.26M 537,536 -4,690 -0.9%
ECM
4
Evergreen Capital Management
Washington
$6.56M 427,304 +89,314 +26%
HIG
5
Herr Investment Group
Texas
$4.35M 283,066 -121,218 -30%
Ameriprise
6
Ameriprise
Minnesota
$4.03M 262,234 +23,352 +10%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$3.91M 254,715 +35,748 +16%
Wells Fargo
8
Wells Fargo
California
$3.67M 238,796 -9,010 -4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.88M 187,404 +23,586 +14%
IP
10
Intellectus Partners
California
$2.8M 182,012 -137 -0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.41M 156,903 +11,770 +8%
SFS
12
Shaker Financial Services
Virginia
$2.21M 144,101 +144,101 New
IAIM
13
International Assets Investment Management
Florida
$2.18M 142,064 +39,433 +38%
Invesco
14
Invesco
Georgia
$2.08M 135,107 +26,817 +25%
LPL Financial
15
LPL Financial
California
$1.98M 129,100 +9,612 +8%
Bank of America
16
Bank of America
North Carolina
$1.71M 111,406 +15,078 +16%
Stifel Financial
17
Stifel Financial
Missouri
$1.69M 109,755 +11,402 +12%
AI
18
ArchPoint Investors
Florida
$1.57M 102,219 -1,255 -1%
RJA
19
Raymond James & Associates
Florida
$1.56M 101,713 +17 +0%
SWP
20
Strategic Wealth Partners
Ohio
$1.33M 86,636 – –
IP
21
Ignite Planners
California
$1.26M 80,753 -902 -1%
ACP
22
Aviance Capital Partners
Florida
$1.19M 77,401 +1,875 +2%
HKAM
23
Horizon Kinetics Asset Management
New York
$1.07M 69,882 -927 -1%
CPRC
24
Consolidated Portfolio Review Corp
New York
$862K 56,113 +56,113 New
GC
25
Guggenheim Capital
Illinois
$844K 54,930 -13,325 -20%
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