DoubleLine Opportunistic Credit Fund
DBL
76 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, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
15% more funds holding
Funds holding: 66 → 76 (+10)
1.4% more ownership
Funds ownership: 47.8% → 49.2% (+1.4%)
1% more capital invested
Capital invested by funds: $129M → $130M (+$1.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.96M |
| 2 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
|
+$1.33M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$905K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$644K |
| 5 |
MTC
Matrix Trust Company
Denver,
Colorado
|
+$470K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.49M |
| 2 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$623K |
| 3 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$608K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$539K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$402K |
DBL Hedge Fund Activity: Q4 2024 in Review
76 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2024, worth a combined $130M — up 0.87% from $129M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DBL positions and 7 closed out — a net gain of 11 holders — while 30 added to existing stakes and 19 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.96M. The largest seller was Morgan Stanley, cutting an estimated $4.49M.
- 76 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2024, up from 66 in Q3 2024.
- Funds reported $130M of DoubleLine Opportunistic Credit Fund stock for Q4 2024, up 0.87% 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 Morgan Stanley, an estimated $4.49M sold.
Based on aggregated 13F filings for Q4 2024.