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OPP

RiverNorth/DoubleLine Strategic Opportunity Fund

37 hedge funds and large institutions have $41.4M invested in RiverNorth/DoubleLine Strategic Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

1.44% less ownership

Funds ownership: 18.93%17.49% (-1.4%)

12% less funds holding

Funds holding: 4237 (-5)

18% less capital invested

Capital invested by funds: $50.2M → $41.4M (-$8.87M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$11.7M -$4.26M -320,311 -25%
PPA
2
Parametric Portfolio Associates
Washington
$6.04M -$305K -22,989 -4%
UBS Group
3
UBS Group
Switzerland
$3.79M -$117K -8,777 -3%
CF
4
Centaurus Financial
California
$2.98M +$796K +59,935 +33%
Invesco
5
Invesco
Georgia
$2.04M -$348K -26,220 -14%
FFA
6
First Foundation Advisors
California
$1.6M -$113K -8,510 -6%
LPL Financial
7
LPL Financial
California
$1.07M +$589K +44,326 +104%
Morgan Stanley
8
Morgan Stanley
New York
$1.03M -$122K -9,171 -10%
NA
9
NewEdge Advisors
Louisiana
$1.03M +$49.8K +3,745 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$873K +$45.2K +3,405 +5%
CA
11
Cetera Advisors
Colorado
$845K -$34.5K -2,593 -4%
SFS
12
Shaker Financial Services
Virginia
$760K +$820K +61,729 New
FFG
13
Ford Financial Group
California
$737K +$16.1K +1,211 +2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$698K +$20.6K +1,547 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$673K -$134K -10,067 -16%
SWM
16
SeaCrest Wealth Management
New York
$530K +$57.2K +4,301 +11%
HH
17
Hilltop Holdings
Texas
$454K +$17.5K +1,316 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$413K +$79.8K +6,008 +22%
GC
19
Guggenheim Capital
Illinois
$385K -$11.5K -866 -3%
Wells Fargo
20
Wells Fargo
California
$371K +$9.42K +709 +2%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$366K
Stifel Financial
22
Stifel Financial
Missouri
$356K -$122K -9,190 -24%
BRWM
23
B. Riley Wealth Management
Tennessee
$334K +$67.2K +5,060 +23%
NWA
24
Navis Wealth Advisors
New York
$326K +$213 +16 +0.1%
LCM
25
Landscape Capital Management
New Jersey
$280K +$302K +22,757 New

OPP Hedge Fund Activity: Q1 2022 in Review

37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) for Q1 2022, worth a combined $41.4M — down 18% from $50.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OPP and 5 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $820K. The largest seller was Sit Investment Associates, cutting an estimated $4.26M.

  • 37 institutional investors held RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) as of Q1 2022, down from 42 in Q4 2021.
  • Funds reported $41.4M of RiverNorth/DoubleLine Strategic Opportunity Fund stock for Q1 2022, down 18% quarter-over-quarter.
  • 5 funds opened new RiverNorth/DoubleLine Strategic Opportunity Fund positions in Q1 2022 and 9 closed out, a net change of -4 holders.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund buyer in Q1 2022 was Shaker Financial Services, an estimated $820K added.
  • The largest RiverNorth/DoubleLine Strategic Opportunity Fund seller in Q1 2022 was Sit Investment Associates, an estimated $4.26M sold.

Based on aggregated 13F filings for Q1 2022.