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OPP

RiverNorth/DoubleLine Strategic Opportunity Fund

37 hedge funds and large institutions have $32.8M invested in RiverNorth/DoubleLine Strategic Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

2% more capital invested

Capital invested by funds: $32.3M → $32.8M (+$508K)

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.58% less ownership

Funds ownership: 15.14%14.56% (-0.58%)

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$7.32M +$273K +17,681 +4%
UBS Group
2
UBS Group
Switzerland
$4.77M -$10.1K -658 -0.2%
FFA
3
First Foundation Advisors
California
$2.19M -$641K -41,594 -21%
Invesco
4
Invesco
Georgia
$2.12M +$63.8K +4,137 +3%
CA
5
Cetera Advisors
Colorado
$1.86M +$824K +53,470 +70%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.58M +$274K +17,777 +19%
Morgan Stanley
7
Morgan Stanley
New York
$1.36M +$294K +19,091 +25%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$984K +$175K +11,334 +20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$884K +$461K +29,867 +95%
FFG
10
Ford Financial Group
California
$845K +$121K +7,821 +15%
Osaic Holdings
11
Osaic Holdings
Arizona
$843K +$175K +11,328 +24%
SIA
12
Sit Investment Associates
Minnesota
$728K +$774K +50,171 +11,695%
CF
13
Centaurus Financial
California
$716K +$563K +36,526 +277%
SWM
14
SeaCrest Wealth Management
New York
$709K +$92.3K +5,984 +14%
Stifel Financial
15
Stifel Financial
Missouri
$551K -$529K -34,335 -47%
Wells Fargo
16
Wells Fargo
California
$550K -$113K -7,337 -16%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$547K -$695K -45,048 -54%
HH
18
Hilltop Holdings
Texas
$511K -$6.25K -405 -1%
Truist Financial
19
Truist Financial
North Carolina
$496K -$24.1K -1,566 -4%
NWA
20
Navis Wealth Advisors
New York
$395K +$423K +27,452 New
FG
21
Fiduciary Group
Georgia
$334K +$4.92K +319 +1%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$321K
EWM
23
Edge Wealth Management
New York
$293K +$2.51K +163 +0.8%
WWMSC
24
Wagner Wealth Management (South Carolina)
South Carolina
$264K -$40.8K -2,648 -13%
GC
25
Guggenheim Capital
Illinois
$264K +$283K +18,334 New

OPP Hedge Fund Activity: Q3 2021 in Review

37 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) for Q3 2021, worth a combined $32.8M — up 1.6% from $32.3M a quarter earlier.

Fund positioning in OPP was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 11 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $824K. The largest seller was Baird Financial Group, cutting an estimated $695K.

  • 37 institutional investors held RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $32.8M of RiverNorth/DoubleLine Strategic Opportunity Fund stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 4 funds opened new RiverNorth/DoubleLine Strategic Opportunity Fund positions in Q3 2021 and 4 closed out, a net change of 0 holders.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund buyer in Q3 2021 was Cetera Advisors, an estimated $824K added.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund seller in Q3 2021 was Baird Financial Group, an estimated $695K sold.

Based on aggregated 13F filings for Q3 2021.