We are live on ! Find out more
OPP

RiverNorth/DoubleLine Strategic Opportunity Fund

50 hedge funds and large institutions have $44.4M invested in RiverNorth/DoubleLine Strategic Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more funds holding

Funds holding: 4550 (+5)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $44.1M → $44.4M (+$290K)

1.65% less ownership

Funds ownership: 24.29%22.64% (-1.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
18
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.9M -$60.1K -4,320 -0.6%
FFA
2
First Foundation Advisors
California
$4.84M +$45.1K +3,242 +1%
UBS Group
3
UBS Group
Switzerland
$4.41M -$343K -24,673 -7%
MSAM
4
Moloney Securities Asset Management
Missouri
$2.13M -$39.1K -2,813 -2%
Invesco
5
Invesco
Georgia
$1.9M +$92.6K +6,658 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.59M +$44.1K +3,170 +3%
Bank of America
7
Bank of America
North Carolina
$1.57M +$590K +42,411 +62%
PPA
8
Parametric Portfolio Associates
Washington
$1.39M +$234K +16,821 +21%
CA
9
Cetera Advisors
Colorado
$1.29M -$516K -37,143 -29%
FM
10
Family Management
New York
$1.29M -$48.1K -3,458 -4%
SFS
11
Shaker Financial Services
Virginia
$1.19M +$668K +48,045 +134%
Stifel Financial
12
Stifel Financial
Missouri
$1.13M +$475K +34,148 +75%
Morgan Stanley
13
Morgan Stanley
New York
$1.09M -$1.61M -116,040 -60%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$988K +$71.1K +5,115 +8%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$935K +$98.5K +7,084 +12%
Wells Fargo
16
Wells Fargo
California
$755K -$126K -9,085 -15%
Truist Financial
17
Truist Financial
North Carolina
$568K -$106K -7,614 -16%
LCM
18
Landscape Capital Management
New Jersey
$555K +$546K +39,256 New
FFG
19
Ford Financial Group
California
$544K +$2.52K +181 +0.5%
SWM
20
SeaCrest Wealth Management
New York
$470K +$38K +2,734 +9%
ICM
21
Ionic Capital Management
New York
$425K -$103K -7,400 -20%
Citigroup
22
Citigroup
New York
$382K +$349K +25,110 +1,346%
EWM
23
Edge Wealth Management
New York
$369K +$6.34K +456 +2%
CL
24
CSS LLC
Illinois
$368K +$362K +26,030 New
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$354K -$237K -17,081 -41%

OPP Hedge Fund Activity: Q4 2020 in Review

50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) for Q4 2020, worth a combined $44.4M — up 0.66% from $44.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OPP positions and 7 closed out — a net gain of 5 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $668K. The largest seller was Morgan Stanley, cutting an estimated $1.61M.

  • 50 institutional investors held RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) as of Q4 2020, up from 45 in Q3 2020.
  • Funds reported $44.4M of RiverNorth/DoubleLine Strategic Opportunity Fund stock for Q4 2020, up 0.66% quarter-over-quarter.
  • 12 funds opened new RiverNorth/DoubleLine Strategic Opportunity Fund positions in Q4 2020 and 7 closed out, a net change of +5 holders.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund buyer in Q4 2020 was Shaker Financial Services, an estimated $668K added.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund seller in Q4 2020 was Morgan Stanley, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2020.