We are live on ! Find out more
DBL

DoubleLine Opportunistic Credit Fund

73 hedge funds and large institutions have $155M invested in DoubleLine Opportunistic Credit Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

11% more funds holding

Funds holding: 6673 (+7)

1.93% more ownership

Funds ownership: 55.89%57.82% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

1% less capital invested

Capital invested by funds: $156M → $155M (-$1.47M)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
22
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$45.3M -$5.45M -365,320 -11%
AWM
2
Avior Wealth Management
Nebraska
$8.38M +$8.56M +573,966 New
UBS Group
3
UBS Group
Switzerland
$8.31M +$12.9K +863 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$8.21M +$30.4K +2,037 +0.4%
ECM
5
Evergreen Capital Management
Washington
$8.01M +$321K +21,522 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.49M +$1.04M +69,621 +23%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$5.31M +$272K +18,235 +5%
Ameriprise
8
Ameriprise
Minnesota
$4.56M +$87.9K +5,895 +2%
SWA
9
Stratos Wealth Advisors
Ohio
$4.21M +$437K +29,274 +11%
IP
10
Intellectus Partners
California
$4.11M -$125K -8,412 -3%
Wells Fargo
11
Wells Fargo
California
$4.01M +$94.7K +6,349 +2%
CRC
12
Catawba River Capital
South Carolina
$3.84M +$72.1K +4,838 +2%
LPL Financial
13
LPL Financial
California
$3.37M -$55.8K -3,740 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.01M -$445K -29,861 -13%
AIA
15
Absolute Investment Advisers
Florida
$2.82M +$2.88M +193,182 New
GC
16
Guggenheim Capital
Illinois
$2.73M -$10.7K -715 -0.4%
Stifel Financial
17
Stifel Financial
Missouri
$2.56M -$378K -25,341 -13%
JAG
18
Journey Advisory Group
Kentucky
$2.53M +$29K +1,944 +1%
Invesco
19
Invesco
Georgia
$2.31M +$33.5K +2,248 +1%
GP
20
Gridiron Partners
Pennsylvania
$2.26M +$1.65M +110,793 +252%
Bank of America
21
Bank of America
North Carolina
$2.13M -$4.92M -330,022 -69%
IFG
22
Independent Financial Group
California
$2.09M -$73.1K -4,900 -3%
Raymond James Financial
23
Raymond James Financial
Florida
$1.98M -$283K -18,997 -12%
IP
24
Ignite Planners
California
$1.68M -$100K -6,722 -6%
BFG
25
Berger Financial Group
Minnesota
$1.54M -$34K -2,281 -2%