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OPP

RiverNorth/DoubleLine Strategic Opportunity Fund

34 hedge funds and large institutions have $44.8M invested in RiverNorth/DoubleLine Strategic Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

3.86% less ownership

Funds ownership: 29.18%25.32% (-3.9%)

6% less funds holding

Funds holding: 3634 (-2)

10% less capital invested

Capital invested by funds: $49.6M → $44.8M (-$4.83M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.2M +$78.3K +4,667 +0.8%
UBS Group
2
UBS Group
Switzerland
$8.31M +$141K +8,383 +2%
Bank of America
3
Bank of America
North Carolina
$4.29M +$407K +24,286 +11%
Morgan Stanley
4
Morgan Stanley
New York
$2.36M +$1.26M +75,183 +116%
Stifel Financial
5
Stifel Financial
Missouri
$2.31M -$222K -13,245 -9%
SIA
6
Sit Investment Associates
Minnesota
$1.9M -$2.99M -178,265 -61%
Invesco
7
Invesco
Georgia
$1.74M -$274K -16,335 -14%
Wells Fargo
8
Wells Fargo
California
$1.7M -$163K -9,712 -9%
PPA
9
Parametric Portfolio Associates
Washington
$1.65M +$132K +7,890 +9%
CA
10
Cetera Advisors
Colorado
$1.52M +$179K +10,660 +13%
MSAM
11
Moloney Securities Asset Management
Missouri
$1.14M -$39.1K -2,330 -3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.05M +$73.6K +4,390 +8%
BTS
13
BB&T Securities
Virginia
$959K +$63.4K +3,778 +7%
BMCM
14
Bryn Mawr Capital Management
Pennsylvania
$946K +$24.7K +1,475 +3%
EWM
15
Edge Wealth Management
New York
$843K +$96.6K +5,756 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$795K -$46K -2,740 -5%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$506K +$2.99K +178 +0.6%
FG
18
Fiduciary Group
Georgia
$463K +$11.9K +708 +3%
SWM
19
SeaCrest Wealth Management
New York
$387K +$96.3K +5,740 +33%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$302K +$83.2K +4,958 +38%
MF
21
Manchester Financial
California
$275K
CCP
22
Clough Capital Partners
Massachusetts
$230K -$861K -51,314 -79%
FIA
23
FNY Investment Advisers
New York
$228K +$56.2K +3,351 +33%
AW
24
ACG Wealth
Georgia
$213K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$205K +$19.1K +1,137 +10%

OPP Hedge Fund Activity: Q2 2019 in Review

34 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) for Q2 2019, worth a combined $44.8M — down 9.7% from $49.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OPP and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $1.26M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $3.54M sold.

  • 34 institutional investors held RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) as of Q2 2019, down from 36 in Q1 2019.
  • Funds reported $44.8M of RiverNorth/DoubleLine Strategic Opportunity Fund stock for Q2 2019, down 9.7% quarter-over-quarter.
  • 2 funds opened new RiverNorth/DoubleLine Strategic Opportunity Fund positions in Q2 2019 and 4 closed out, a net change of -2 holders.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund buyer in Q2 2019 was Morgan Stanley, an estimated $1.26M added.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund seller in Q2 2019 was Relative Value Partners Group, an estimated $3.54M sold.

Based on aggregated 13F filings for Q2 2019.