OPP

RiverNorth/DoubleLine Strategic Opportunity Fund
OPP

Overview Fund Activity

39 hedge funds and large institutions have $40.3M invested in RiverNorth/DoubleLine Strategic Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
39
Holders Change
-11
Holders Change %
-22%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$6.52M
2
UBS Group
2
UBS Group
Switzerland
$5.09M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.04M
4
HH
4
Hilltop Holdings
Texas
$499K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$160K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$7.82M
2
Bank of America
2
Bank of America
North Carolina
$290K
3
FM
3
Family Management
New York
$0
4
SFS
4
Shaker Financial Services
Virginia
$0
5
FFA
5
First Foundation Advisors
California
$4.02M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$7.82M 518,003 -240,046 -32%
PPA
2
Parametric Portfolio Associates
Washington
$6.52M 431,977 +335,293 +347%
UBS Group
3
UBS Group
Switzerland
$5.09M 337,130 +29,194 +9%
FFA
4
First Foundation Advisors
California
$4.02M 266,432 -71,927 -21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.04M 134,944 +24,077 +22%
Invesco
6
Invesco
Georgia
$1.95M 128,942 -3,532 -3%
MSAM
7
Moloney Securities Asset Management
Missouri
$1.22M 81,061 -67,591 -45%
CA
8
Cetera Advisors
Colorado
$1.18M 78,188 -12,165 -13%
Morgan Stanley
9
Morgan Stanley
New York
$1.09M 71,826 -4,598 -6%
Stifel Financial
10
Stifel Financial
Missouri
$1.07M 70,546 -8,415 -11%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.06M 69,947 +964 +1%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$838K 55,500 -9,800 -15%
Wells Fargo
13
Wells Fargo
California
$722K 47,802 -4,878 -9%
FFG
14
Ford Financial Group
California
$692K 45,858 +7,856 +21%
SWM
15
SeaCrest Wealth Management
New York
$553K 36,626 +3,773 +11%
Truist Financial
16
Truist Financial
North Carolina
$499K 33,078 -6,556 -17%
HH
17
Hilltop Holdings
Texas
$499K 33,017 +16,000 +94%
Osaic Holdings
18
Osaic Holdings
Arizona
$474K 31,434 +7,106 +29%
CL
19
CSS LLC
Illinois
$389K 25,721 – –
BMCM
20
Bryn Mawr Capital Management
Pennsylvania
$373K 24,717 – –
FG
21
Fiduciary Group
Georgia
$341K 22,248 +200 +0.9%
WWM
22
Wagner Wealth Management
South Carolina
$307K 20,350 – –
EWM
23
Edge Wealth Management
New York
$299K 19,780 -6,077 -24%
Bank of America
24
Bank of America
North Carolina
$290K 19,228 -90,475 -82%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$235K 15,553 -79 -0.5%
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