OPP

RiverNorth/DoubleLine Strategic Opportunity Fund
OPP

Overview Fund Activity

44 hedge funds and large institutions have $46.9M invested in RiverNorth/DoubleLine Strategic Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.2M
2
JWCA
2
J.W. Cole Advisors
Florida
$914K
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$523K
4
SFS
4
Shaker Financial Services
Virginia
$1.04M
5
WSFS
5
Wilmington Savings Fund Society
Delaware
$278K

Top Sellers

1
MP
1
Mangrove Partners
Connecticut
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
SFC
4
Strategic Financial Concepts
Texas
$128K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$258K +$305 +34 +0.1%
Stifel Financial
27
Stifel Financial
Missouri
$250K +$52.7K +5,877 +27%
NWA
28
Navis Wealth Advisors
New York
$239K +$215 +24 +0.1%
SFC
29
Strategic Financial Concepts
Texas
$128K -$926K -103,285 -88%
Osaic Holdings
30
Osaic Holdings
Arizona
$123K -$4.57K -509 -4%
FG
31
Fiduciary Group
Georgia
$118K – – –
HCM
32
Hollencrest Capital Management
California
$99.3K – – –
SA
33
Sanctuary Advisors
Indiana
$96.7K +$96.7K +11,577 New
Bank of America
34
Bank of America
North Carolina
$82.4K -$38K -4,232 -32%
FFWM
35
Future Financial Wealth Management
Ohio
$77.1K +$77.1K +8,602 New
NS
36
NBC Securities
Alabama
$58K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$45.4K +$45.4K +5,060 New
SPIA
38
Steward Partners Investment Advisory
New York
$20.9K – – –
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$19.7K – – –
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$19.6K – – –
GWM
41
Geneos Wealth Management
Colorado
$3.13K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +389 New
AssetMark Inc
43
AssetMark Inc
California
$672 – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$9 +$9 +1 New
MP
45
Mangrove Partners
Connecticut
– -$1.85M -215,899 Closed
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
– -$1.07M -125,748 Closed
PAS
47
Park Avenue Securities
New York
– -$1.03M -120,202 Closed
LCM
48
Landscape Capital Management
New Jersey
– -$363K -42,470 Closed
YCM
49
Yakira Capital Management
Connecticut
– -$268K -31,370 Closed
BRWA
50
B. Riley Wealth Advisors
Florida
– -$249K -29,175 Closed
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