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OPP

RiverNorth/DoubleLine Strategic Opportunity Fund

37 hedge funds and large institutions have $32.3M invested in RiverNorth/DoubleLine Strategic Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

4.34% less ownership

Funds ownership: 19.48%15.14% (-4.3%)

5% less funds holding

Funds holding: 3937 (-2)

20% less capital invested

Capital invested by funds: $40.3M → $32.3M (-$7.96M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$7.56M +$820K +53,827 +12%
UBS Group
2
UBS Group
Switzerland
$5.11M -$142K -9,338 -3%
FFA
3
First Foundation Advisors
California
$2.98M -$1.16M -75,974 -28%
Invesco
4
Invesco
Georgia
$2.2M +$193K +12,644 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.42M -$677K -44,472 -33%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$1.28M +$187K +12,257 +17%
CA
7
Cetera Advisors
Colorado
$1.17M -$47.7K -3,130 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1.16M +$44.2K +2,899 +4%
Stifel Financial
9
Stifel Financial
Missouri
$1.12M +$18.8K +1,231 +2%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$877K +$12.4K +816 +1%
FFG
11
Ford Financial Group
California
$784K +$68.8K +4,517 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$742K +$235K +15,415 +48%
Wells Fargo
13
Wells Fargo
California
$700K -$43.9K -2,880 -6%
SWM
14
SeaCrest Wealth Management
New York
$666K +$94.7K +6,216 +17%
HH
15
Hilltop Holdings
Texas
$553K +$38.2K +2,510 +8%
Truist Financial
16
Truist Financial
North Carolina
$545K +$29.1K +1,908 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$486K +$481K +31,581 New
FG
18
Fiduciary Group
Georgia
$356K -$1.54K -101 -0.4%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$343K +$340K +22,301 New
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$317K
EWM
21
Edge Wealth Management
New York
$311K +$2.47K +162 +0.8%
Bank of America
22
Bank of America
North Carolina
$304K +$4.63K +304 +2%
BRWM
23
B. Riley Wealth Management
Tennessee
$265K +$46.2K +3,036 +21%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$238K -$4.14K -272 -2%
MF
25
Manchester Financial
California
$226K +$49.3K +3,238 +28%

OPP Hedge Fund Activity: Q2 2021 in Review

37 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) for Q2 2021, worth a combined $32.3M — down 20% from $40.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OPP and 6 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 17 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $820K. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $7.82M sold.

  • 37 institutional investors held RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) as of Q2 2021, down from 39 in Q1 2021.
  • Funds reported $32.3M of RiverNorth/DoubleLine Strategic Opportunity Fund stock for Q2 2021, down 20% quarter-over-quarter.
  • 6 funds opened new RiverNorth/DoubleLine Strategic Opportunity Fund positions in Q2 2021 and 8 closed out, a net change of -2 holders.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund buyer in Q2 2021 was Parametric Portfolio Associates, an estimated $820K added.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund seller in Q2 2021 was Punch & Associates Investment Management, an estimated $7.82M sold.

Based on aggregated 13F filings for Q2 2021.