Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / COM
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Number of holders
-
61
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Total 13F shares, excl. options
-
7.81M
-
Shares change
-
+161K
-
Total reported value, excl. options
-
$120M
-
Value change
-
+$2.47M
-
Number of buys
-
38
-
Number of sells
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-17
-
Price
-
$15.42
Significant Holders of DoubleLine Opportunistic Credit Fund - COM (DBL) as of Q1 2024
67 filings reported holding DBL - DoubleLine Opportunistic Credit Fund - COM as of Q1 2024.
DoubleLine Opportunistic Credit Fund - COM (DBL) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.81M shares
.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (2.77M shares), MORGAN STANLEY (852K shares), UBS Group AG (542K shares), Herr Investment Group LLC (404K shares), EVERGREEN CAPITAL MANAGEMENT LLC (338K shares), WELLS FARGO & COMPANY/MN (248K shares), AMERIPRISE FINANCIAL INC (239K shares), Twelve Points Wealth Management LLC (219K shares), Intellectus Partners, LLC (182K shares), and Janney Montgomery Scott LLC (164K shares).
This table shows the top 61 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.