DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

64 hedge funds and large institutions have $125M invested in DoubleLine Opportunistic Credit Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$2.62M
3
IP
3
Intellectus Partners
California
$3.73M
4
GC
4
Guggenheim Capital
Illinois
$1.62M
5
UBS Group
5
UBS Group
Switzerland
$9.21M

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$0
2
Walleye Capital
2
Walleye Capital
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$13.2M
4
GSEP
4
Golden State Equity Partners
California
$0
5
Invesco
5
Invesco
Georgia
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$43.5M 2,750,017 +150,860 +6%
Morgan Stanley
2
Morgan Stanley
New York
$13.2M 833,557 -15,510 -2%
UBS Group
3
UBS Group
Switzerland
$9.21M 582,127 +44,591 +8%
ECM
4
Evergreen Capital Management
Washington
$6.83M 431,758 +4,454 +1%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$4.63M 292,701 +37,986 +15%
Ameriprise
6
Ameriprise
Minnesota
$4.24M 267,959 +5,725 +2%
IP
7
Intellectus Partners
California
$3.73M 235,971 +53,959 +30%
Wells Fargo
8
Wells Fargo
California
$3.61M 228,031 -10,765 -5%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.99M 188,804 +1,400 +0.7%
Bank of America
10
Bank of America
North Carolina
$2.62M 165,745 +54,339 +49%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.47M 155,911 -992 -0.6%
SFS
12
Shaker Financial Services
Virginia
$2.16M 136,515 -7,586 -5%
LPL Financial
13
LPL Financial
California
$2.11M 133,202 +4,102 +3%
Invesco
14
Invesco
Georgia
$1.97M 124,259 -10,848 -8%
Stifel Financial
15
Stifel Financial
Missouri
$1.69M 106,968 -2,787 -3%
RJA
16
Raymond James & Associates
Florida
$1.63M 102,894 +1,181 +1%
GC
17
Guggenheim Capital
Illinois
$1.62M 102,648 +47,718 +87%
AI
18
ArchPoint Investors
Florida
$1.62M 102,219 – –
SWP
19
Strategic Wealth Partners
Ohio
$1.37M 86,636 – –
IP
20
Ignite Planners
California
$1.3M 82,002 +1,249 +2%
ACP
21
Aviance Capital Partners
Florida
$1.21M 76,483 -918 -1%
HKAM
22
Horizon Kinetics Asset Management
New York
$1.09M 68,781 -1,101 -2%
CPRC
23
Consolidated Portfolio Review Corp
New York
$1.05M 66,295 +10,182 +18%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$898K 56,754 +8,621 +18%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$730K 46,144 +3,850 +9%
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