We are live on ! Find out more
OPP

RiverNorth/DoubleLine Strategic Opportunity Fund

36 hedge funds and large institutions have $49.6M invested in RiverNorth/DoubleLine Strategic Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 3536 (+1)

0.39% less ownership

Funds ownership: 29.56%29.18% (-0.39%)

0% less capital invested

Capital invested by funds: $49.8M → $49.6M (-$201K)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$9.72M +$986K +59,940 +11%
UBS Group
2
UBS Group
Switzerland
$7.85M +$1.53M +92,814 +24%
SIA
3
Sit Investment Associates
Minnesota
$4.71M -$1.27M -77,164 -21%
Bank of America
4
Bank of America
North Carolina
$3.73M -$423K -25,729 -10%
RVPG
5
Relative Value Partners Group
$3.54M -$1.58M -96,061 -31%
Stifel Financial
6
Stifel Financial
Missouri
$2.43M +$82.2K +4,999 +3%
Invesco
7
Invesco
Georgia
$1.94M +$41.6K +2,529 +2%
Wells Fargo
8
Wells Fargo
California
$1.79M -$112K -6,808 -6%
PPA
9
Parametric Portfolio Associates
Washington
$1.46M +$213K +12,927 +17%
CA
10
Cetera Advisors
Colorado
$1.28M -$28.7K -1,745 -2%
MSAM
11
Moloney Securities Asset Management
Missouri
$1.14M -$89.6K -5,447 -7%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$1.06M +$710K +43,209 +195%
CCP
13
Clough Capital Partners
Massachusetts
$1.05M
Morgan Stanley
14
Morgan Stanley
New York
$1.05M +$422K +25,684 +66%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$943K +$455K +27,674 +91%
BMCM
16
Bryn Mawr Capital Management
Pennsylvania
$885K
BTS
17
BB&T Securities
Virginia
$861K +$400K +24,320 +84%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$809K -$130K -7,881 -14%
EWM
19
Edge Wealth Management
New York
$716K +$411K +24,997 +130%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$484K +$25.9K +1,574 +6%
FG
21
Fiduciary Group
Georgia
$434K +$16K +972 +4%
SFS
22
Shaker Financial Services
Virginia
$315K -$441K -26,809 -58%
SWM
23
SeaCrest Wealth Management
New York
$279K +$49.3K +2,999 +21%
MF
24
Manchester Financial
California
$265K +$269K +16,334 New
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$210K +$213K +12,954 New

OPP Hedge Fund Activity: Q1 2019 in Review

36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) for Q1 2019, worth a combined $49.6M — down 0.4% from $49.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OPP positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $1.53M. The largest seller was Relative Value Partners Group, cutting an estimated $1.58M.

  • 36 institutional investors held RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) as of Q1 2019, up from 35 in Q4 2018.
  • Funds reported $49.6M of RiverNorth/DoubleLine Strategic Opportunity Fund stock for Q1 2019, down 0.4% quarter-over-quarter.
  • 7 funds opened new RiverNorth/DoubleLine Strategic Opportunity Fund positions in Q1 2019 and 5 closed out, a net change of +2 holders.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund buyer in Q1 2019 was UBS Group, an estimated $1.53M added.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund seller in Q1 2019 was Relative Value Partners Group, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2019.