DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

67 hedge funds and large institutions have $155M invested in DoubleLine Opportunistic Credit Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-7
Holders Change %
-9.46%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
32
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.56M
2
JAG
Journey Advisory Group
Kentucky
+$2.64M
3
Ameriprise
Ameriprise
Minnesota
+$1.54M
4
LPL Financial
LPL Financial
California
+$1.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.07M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$509K
2
Calamos Advisors
Calamos Advisors
Illinois
-$371K
3
HF
HRT Financial
New York
-$227K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$226K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$49.5M +$3.56M +227,699 +8%
LWM
2
LeConte Wealth Management
Tennessee
$14.7M +$14.7M +938,344 New
UBS Group
3
UBS Group
Switzerland
$8.98M -$31.3K -2,004 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$8.97M +$469K +29,985 +6%
ECM
5
Evergreen Capital Management
Washington
$7.23M +$225K +14,407 +3%
TPWM
6
Twelve Points Wealth Management
Massachusetts
$5.83M -$84.8K -5,423 -1%
Ameriprise
7
Ameriprise
Minnesota
$5.19M +$1.54M +98,594 +42%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.12M +$1.07M +68,379 +35%
IP
9
Intellectus Partners
California
$4.02M +$82.5K +5,276 +2%
Wells Fargo
10
Wells Fargo
California
$3.6M +$137K +8,747 +4%
GC
11
Guggenheim Capital
Illinois
$3.56M +$1.04M +66,652 +41%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.49M +$633K +40,495 +22%
Bank of America
13
Bank of America
North Carolina
$3.39M +$633K +40,524 +23%
LPL Financial
14
LPL Financial
California
$3.33M +$1.1M +70,435 +49%
Stifel Financial
15
Stifel Financial
Missouri
$2.74M +$416K +26,589 +18%
JAG
16
Journey Advisory Group
Kentucky
$2.64M +$2.64M +169,160 New
Raymond James Financial
17
Raymond James Financial
Florida
$2.63M +$488K +31,247 +23%
Invesco
18
Invesco
Georgia
$2.37M +$79.3K +5,075 +3%
IAIM
19
International Assets Investment Management
Florida
$2.17M -$121K -7,722 -5%
AI
20
ArchPoint Investors
Florida
$1.6M – – –
ACP
21
Aviance Capital Partners
Florida
$1.41M +$113K +7,226 +9%
IP
22
Ignite Planners
California
$1.3M +$14.5K +939 +1%
SFS
23
Shaker Financial Services
Virginia
$1.22M -$509K -32,576 -29%
CPRC
24
Consolidated Portfolio Review Corp
New York
$1.07M -$38.5K -2,461 -3%
MTC
25
Matrix Trust Company
Colorado
$736K +$194K +12,436 +36%
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