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DBL

DoubleLine Opportunistic Credit Fund

68 hedge funds and large institutions have $157M invested in DoubleLine Opportunistic Credit Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $130M → $157M (+$27.6M)

5.96% more ownership

Funds ownership: 49.04%55% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 7568 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% 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
33
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$49.5M +$3.57M +227,699 +8%
LWM
2
LeConte Wealth Management
Tennessee
$14.7M +$14.7M +938,344 New
UBS Group
3
UBS Group
Switzerland
$8.98M -$31.4K -2,004 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$8.97M +$470K +29,985 +6%
ECM
5
Evergreen Capital Management
Washington
$7.23M +$226K +14,407 +3%
TPWM
6
Twelve Points Wealth Management
Massachusetts
$5.83M -$84.9K -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 +$82.6K +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 +$634K +40,495 +22%
Bank of America
13
Bank of America
North Carolina
$3.39M +$635K +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 +$2.65M +169,160 New
Raymond James Financial
17
Raymond James Financial
Florida
$2.63M +$489K +31,247 +23%
Invesco
18
Invesco
Georgia
$2.37M +$79.5K +5,075 +3%
IFG
19
Independent Financial Group
California
$2.22M +$196K +12,525 +10%
IAIM
20
International Assets Investment Management
Florida
$2.17M -$121K -7,722 -5%
AI
21
ArchPoint Investors
Florida
$1.6M
ACP
22
Aviance Capital Partners
Florida
$1.41M +$113K +7,226 +9%
IP
23
Ignite Planners
California
$1.3M +$14.7K +939 +1%
SFS
24
Shaker Financial Services
Virginia
$1.22M -$510K -32,576 -29%
CPRC
25
Consolidated Portfolio Review Corp
New York
$1.07M -$38.5K -2,461 -3%

DBL Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q1 2025, worth a combined $157M — up 21% from $130M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DBL and 7 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 33 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.57M. The largest seller was Shaker Financial Services, cutting an estimated $510K.

  • 68 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q1 2025, down from 75 in Q4 2024.
  • Funds reported $157M of DoubleLine Opportunistic Credit Fund stock for Q1 2025, up 21% quarter-over-quarter.
  • 7 funds opened new DoubleLine Opportunistic Credit Fund positions in Q1 2025 and 12 closed out, a net change of -5 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $3.57M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q1 2025 was Shaker Financial Services, an estimated $510K sold.

Based on aggregated 13F filings for Q1 2025.