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OPP

RiverNorth/DoubleLine Strategic Opportunity Fund

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.

New
Increased
Maintained
Reduced
Closed

3.15% less ownership

Funds ownership: 22.64%19.48% (-3.2%)

9% less capital invested

Capital invested by funds: $44.4M → $40.3M (-$4.1M)

22% less funds holding

Funds holding: 5039 (-11)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

79% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 14

Holders
39
Holders Change
-11
Holders Change %
-22%
% of All Funds
0.68%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$7.82M -$3.54M -242,927 -32%
PPA
2
Parametric Portfolio Associates
Washington
$6.52M +$4.94M +339,317 +347%
UBS Group
3
UBS Group
Switzerland
$5.09M +$430K +29,545 +9%
FFA
4
First Foundation Advisors
California
$4.02M -$1.06M -72,790 -21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.04M +$355K +24,366 +22%
Invesco
6
Invesco
Georgia
$1.95M -$52.1K -3,575 -3%
MSAM
7
Moloney Securities Asset Management
Missouri
$1.22M -$996K -68,402 -45%
CA
8
Cetera Advisors
Colorado
$1.18M -$179K -12,311 -13%
Morgan Stanley
9
Morgan Stanley
New York
$1.08M -$67.8K -4,653 -6%
Stifel Financial
10
Stifel Financial
Missouri
$1.06M -$124K -8,516 -11%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.06M +$14.2K +975 +1%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$838K -$144K -9,918 -15%
Wells Fargo
13
Wells Fargo
California
$722K -$71.9K -4,936 -9%
FFG
14
Ford Financial Group
California
$692K +$116K +7,950 +21%
SWM
15
SeaCrest Wealth Management
New York
$553K +$55.6K +3,819 +11%
Truist Financial
16
Truist Financial
North Carolina
$499K -$96.6K -6,635 -17%
HH
17
Hilltop Holdings
Texas
$499K +$236K +16,192 +94%
Osaic Holdings
18
Osaic Holdings
Arizona
$474K +$105K +7,191 +29%
CL
19
CSS LLC
Illinois
$389K
BMCM
20
Bryn Mawr Capital Management
Pennsylvania
$373K
FG
21
Fiduciary Group
Georgia
$341K +$2.94K +202 +0.9%
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$307K
EWM
23
Edge Wealth Management
New York
$299K -$89.5K -6,150 -24%
Bank of America
24
Bank of America
North Carolina
$290K -$1.33M -91,560 -82%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$235K -$1.17K -80 -0.5%

OPP Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) for Q1 2021, worth a combined $40.3M — down 9.2% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OPP and 3 opened new positions — a net loss of 11 holders — while 17 trimmed existing stakes and 12 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.94M. The largest seller was Punch & Associates Investment Management, cutting an estimated $3.54M.

  • 39 institutional investors held RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) as of Q1 2021, down from 50 in Q4 2020.
  • Funds reported $40.3M of RiverNorth/DoubleLine Strategic Opportunity Fund stock for Q1 2021, down 9.2% quarter-over-quarter.
  • 3 funds opened new RiverNorth/DoubleLine Strategic Opportunity Fund positions in Q1 2021 and 14 closed out, a net change of -11 holders.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $4.94M added.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund seller in Q1 2021 was Punch & Associates Investment Management, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2021.