DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

74 hedge funds and large institutions have $128M invested in DoubleLine Opportunistic Credit Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
28
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$45.6M
2
TPWM
2
Twelve Points Wealth Management
Massachusetts
$5.87M
3
GC
3
Guggenheim Capital
Illinois
$2.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.3M
5
MTC
5
Matrix Trust Company
Colorado
$537K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$2.27M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.43M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$443K
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$270K
5
Ameriprise
5
Ameriprise
Minnesota
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$45.6M 2,941,083 +191,066 +7%
UBS Group
2
UBS Group
Switzerland
$8.93M 576,381 -5,746 -1%
Morgan Stanley
3
Morgan Stanley
New York
$8.43M 543,788 -289,769 -35%
ECM
4
Evergreen Capital Management
Washington
$6.94M 448,057 +16,299 +4%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$5.87M 378,659 +85,958 +29%
IP
6
Intellectus Partners
California
$3.9M 251,698 +15,727 +7%
Ameriprise
7
Ameriprise
Minnesota
$3.61M 233,205 -34,754 -13%
Wells Fargo
8
Wells Fargo
California
$3.43M 221,272 -6,759 -3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.03M 195,409 +6,605 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.83M 182,588 +26,677 +17%
Bank of America
11
Bank of America
North Carolina
$2.73M 176,095 +10,350 +6%
GC
12
Guggenheim Capital
Illinois
$2.5M 161,052 +58,404 +57%
Stifel Financial
13
Stifel Financial
Missouri
$2.3M 148,497 +41,529 +39%
IAIM
14
International Assets Investment Management
Florida
$2.27M 146,287 -2,152,628 -94%
Invesco
15
Invesco
Georgia
$2.27M 146,240 +21,981 +18%
LPL Financial
16
LPL Financial
California
$2.21M 142,500 +9,298 +7%
Raymond James Financial
17
Raymond James Financial
Florida
$2.12M 136,960 +136,960 New
SFS
18
Shaker Financial Services
Virginia
$1.71M 110,583 -25,932 -19%
AI
19
ArchPoint Investors
Florida
$1.58M 102,219 – –
SWP
20
Strategic Wealth Partners
Ohio
$1.37M 87,336 +700 +0.8%
IP
21
Ignite Planners
California
$1.29M 83,309 +1,307 +2%
ACP
22
Aviance Capital Partners
Florida
$1.28M 82,742 +6,259 +8%
CPRC
23
Consolidated Portfolio Review Corp
New York
$1.1M 70,787 +4,492 +7%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$741K 47,814 +1,670 +4%
GP
25
Gridiron Partners
Pennsylvania
$620K 40,017 – –
1
2 3 4