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OPP

RiverNorth/DoubleLine Strategic Opportunity Fund

45 hedge funds and large institutions have $44.1M invested in RiverNorth/DoubleLine Strategic Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 4245 (+3)

9.34% less ownership

Funds ownership: 33.63%24.29% (-9.3%)

13% less capital invested

Capital invested by funds: $50.9M → $44.1M (-$6.77M)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.5M +$223K +15,973 +2%
FFA
2
First Foundation Advisors
California
$4.6M +$869K +62,088 +22%
UBS Group
3
UBS Group
Switzerland
$4.56M -$308K -22,016 -6%
Morgan Stanley
4
Morgan Stanley
New York
$2.62M -$461K -32,928 -15%
MSAM
5
Moloney Securities Asset Management
Missouri
$2.08M +$109K +7,825 +5%
CA
6
Cetera Advisors
Colorado
$1.74M -$210K -14,987 -10%
Invesco
7
Invesco
Georgia
$1.73M -$85.8K -6,134 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.48M +$158K +11,272 +12%
FM
9
Family Management
New York
$1.28M -$51.6K -3,685 -4%
UFM
10
Ursa Fund Management
California
$1.14M +$1.18M +83,996 New
PPA
11
Parametric Portfolio Associates
Washington
$1.1M +$391K +27,975 +53%
Bank of America
12
Bank of America
North Carolina
$930K -$7.21K -515 -0.7%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$877K -$25.4K -1,815 -3%
Wells Fargo
14
Wells Fargo
California
$846K -$729K -52,133 -46%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$802K +$62.3K +4,453 +8%
RJA
16
Raymond James & Associates
Florida
$735K -$381K -27,247 -33%
Truist Financial
17
Truist Financial
North Carolina
$647K -$56 -4 -0%
Stifel Financial
18
Stifel Financial
Missouri
$620K -$1.21M -86,333 -65%
BMCM
19
Bryn Mawr Capital Management
Pennsylvania
$571K -$107K -7,666 -15%
FFG
20
Ford Financial Group
California
$518K +$37.8K +2,704 +8%
ICM
21
Ionic Capital Management
New York
$508K -$426K -30,438 -45%
SFS
22
Shaker Financial Services
Virginia
$486K +$502K +35,859 New
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$440K +$153K +10,935 +51%
SWM
24
SeaCrest Wealth Management
New York
$414K +$9.36K +669 +2%
FG
25
Fiduciary Group
Georgia
$359K

OPP Hedge Fund Activity: Q3 2020 in Review

45 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) for Q3 2020, worth a combined $44.1M — down 13% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OPP positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was Ursa Fund Management, opening a new position worth an estimated $1.18M. The largest seller was Sit Investment Associates, cutting an estimated $3.11M.

  • 45 institutional investors held RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) as of Q3 2020, up from 42 in Q2 2020.
  • Funds reported $44.1M of RiverNorth/DoubleLine Strategic Opportunity Fund stock for Q3 2020, down 13% quarter-over-quarter.
  • 6 funds opened new RiverNorth/DoubleLine Strategic Opportunity Fund positions in Q3 2020 and 3 closed out, a net change of +3 holders.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund buyer in Q3 2020 was Ursa Fund Management, an estimated $1.18M added.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund seller in Q3 2020 was Sit Investment Associates, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2020.