Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Doubleline Opportunistic Cr (DBL)

71 + Investors. Track Smart Money conviction in DBL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — DBL

Based on 72 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DBL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
72 hedge funds hold DBL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

36 buying26 selling
Last quarter: 36 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 9 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
45 out of 72 hedge funds have held DBL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +5%, value -32%

Value
-31%
Shares
+4%
Last quarter: funds added +5% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

8 → 9 → 7 → 9 → 14 new funds/Q
New funds entering each quarter: 9 → 7 → 9 → 14. A growing number of institutions are discovering DBL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 72 holders: 50 (69%) are 2+ year veterans, 9 entered 1–2 years ago, and 13 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
10 of 72 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DBL

In 2026 Q1, 36 hedge funds were net buyers of DBL (14 opened a new position, 22 added to an existing one), while 26 reduced or exited (20 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 38% of total institutional value in DBL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 72.

Hedge Fund Ownership: DBL

How many hedge funds hold DBL — quarterly history vs. share price
Quarterly hedge fund ownership of DBL vs. share price

Market Analysis: DBL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DBL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: DBL
2026 Q2 Stats Unlock in 1 days 71 + Investors

Track Smart Money conviction in DBL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 71 64 10.94%
13F Shares 10M 10M 4.62%
Total Value $104M $153M -32.03%
New Positions 14 9 +5
Increased Positions 22 28 -6
Closed Positions 7 11 -4
Reduced Positions 19 15 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DBL

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Institutional Holders (2026 Q2)

71 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DBL. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DBL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gridiron Partners, LLC 2.62% 346,451 $5.0M
2 Catawba River Capital 1.67% 259,396 $3.7M
3 Twelve Points Wealth Management LLC 1.17% 405,759 $5.8M
4 Thompson David Blair 0.96% 114,459 $1.7M
5 Shaker Financial Services, LLC 0.95% 210,544 $3.0M
6 Intellectus Partners, LLC 0.73% 295,245 $4.2M
7 ArchPoint Investors 0.31% 100,964 $1.5M
8 Stratos Wealth Advisors, LLC 0.26% 326,385 $4.7M
9 Avior Wealth Management, LLC 0.23% 596,287 $8.6M
10 Ignite Planners, LLC 0.22% 112,190 $1.6M
11 Journey Advisory Group, LLC 0.19% 171,944 $2.5M
12 Aviance Capital Partners, LLC 0.17% 111,297 $1.6M
13 Evergreen Capital Management LLC 0.14% 560,669 $8.1M
14 Mallini Complete Financial Planning LLC 0.14% 13,206 $190K
15 Integrated Capital Management, INC. 0.13% 12,932 $186K
16 Melfa Wealth Management, INC. 0.10% 12,570 $181K
17 Absolute Investment Advisers, LLC 0.09% 64,644 $930K
18 Berger Financial Group, Inc 0.08% 103,409 $1.5M
19 Strategic Wealth Partners, Ltd. 0.06% 64,160 $923K
20 World Equity Group, INC. 0.05% 16,600 $239K
21 Kercheville Advisors, LLC 0.05% 11,900 $171K
22 Verus Capital Partners, LLC 0.05% 30,432 $467K
23 Pettinga Financial Advisors LLC 0.05% 20,592 $296K
24 Independent Financial Group, LLC 0.04% 139,250 $2.0M
25 United Advisor Group, LLC 0.04% 24,141 $347K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Doubleline Opportunistic Cr (DBL)

What does the Smart Money Trend signal show for DBL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DBL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DBL?

Slight buying edge — 58% buying: Last quarter: 36 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DBL holders?

Strong quality — 38% AUM from major funds: 10 of 72 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DBL?

62% of holders stayed for 2+ years: 45 out of 72 hedge funds have held DBL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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