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DBL

DoubleLine Opportunistic Credit Fund

75 hedge funds and large institutions have $130M invested in DoubleLine Opportunistic Credit Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

15% more funds holding

Funds holding: 6575 (+10)

2% more capital invested

Capital invested by funds: $127M → $130M (+$3.02M)

11.31% less ownership

Funds ownership: 60.35%49.04% (-11%)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% 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
29
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$45.6M +$2.96M +191,066 +7%
UBS Group
2
UBS Group
Switzerland
$8.93M -$89K -5,746 -1%
Morgan Stanley
3
Morgan Stanley
New York
$8.43M -$4.49M -289,769 -35%
ECM
4
Evergreen Capital Management
Washington
$6.94M +$253K +16,299 +4%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$5.87M +$1.33M +85,958 +29%
IP
6
Intellectus Partners
California
$3.9M +$244K +15,727 +7%
Ameriprise
7
Ameriprise
Minnesota
$3.61M -$539K -34,754 -13%
Wells Fargo
8
Wells Fargo
California
$3.43M -$105K -6,759 -3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.03M +$102K +6,605 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.83M +$413K +26,677 +17%
Bank of America
11
Bank of America
North Carolina
$2.73M +$160K +10,350 +6%
GC
12
Guggenheim Capital
Illinois
$2.5M +$905K +58,404 +57%
Stifel Financial
13
Stifel Financial
Missouri
$2.3M +$644K +41,529 +39%
IAIM
14
International Assets Investment Management
Florida
$2.27M -$33.4M -2,152,628 -94%
Invesco
15
Invesco
Georgia
$2.27M +$341K +21,981 +18%
LPL Financial
16
LPL Financial
California
$2.21M +$144K +9,298 +7%
Raymond James Financial
17
Raymond James Financial
Florida
$2.12M +$2.12M +136,960 New
IFG
18
Independent Financial Group
California
$2.01M +$179K +11,550 +10%
SFS
19
Shaker Financial Services
Virginia
$1.71M -$402K -25,932 -19%
AI
20
ArchPoint Investors
Florida
$1.58M
SWP
21
Strategic Wealth Partners
Ohio
$1.37M +$10.8K +700 +0.8%
IP
22
Ignite Planners
California
$1.29M +$20.3K +1,307 +2%
ACP
23
Aviance Capital Partners
Florida
$1.28M +$97K +6,259 +8%
CPRC
24
Consolidated Portfolio Review Corp
New York
$1.1M +$69.6K +4,492 +7%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$741K +$25.9K +1,670 +4%

DBL Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2024, worth a combined $130M — up 2.4% from $127M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DBL positions and 7 closed out — a net gain of 11 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.96M. The largest seller was International Assets Investment Management, cutting an estimated $33.4M.

  • 75 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $130M of DoubleLine Opportunistic Credit Fund stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 18 funds opened new DoubleLine Opportunistic Credit Fund positions in Q4 2024 and 7 closed out, a net change of +11 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $2.96M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q4 2024 was International Assets Investment Management, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2024.