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: 8 → 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 → 8 → 7 → 9 → 14 new funds/Q
New funds entering each quarter: 8 → 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.

Is It Too Late to Buy Doubleline Opportunistic Cr (DBL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DBL has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
DBL
-1.6%
XLF
+9.5%

DBL outperformed XLF by -11.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DBL
+0.6%
XLF
+5.8%

Since the filing became public, DBL outperformed XLF by -5.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

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:
Top 25 DBL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Catawba River Capital 1.85% 262,477 $3.8M
2 Gridiron Partners, LLC 1.38% 154,710 $2.3M
3 Twelve Points Wealth Management LLC 1.17% 363,804 $5.3M
4 Intellectus Partners, LLC 0.84% 281,849 $4.1M
5 ArchPoint Investors 0.35% 100,964 $1.5M
6 Absolute Investment Advisers, LLC 0.33% 193,182 $2.8M
7 Ignite Planners, LLC 0.26% 114,817 $1.7M
8 Stratos Wealth Advisors, LLC 0.26% 288,641 $4.2M
9 Avior Wealth Management, LLC 0.24% 573,966 $8.4M
10 Journey Advisory Group, LLC 0.22% 173,374 $2.5M
11 Quarry LP 0.20% 75,986 $1.1M
12 Evergreen Capital Management LLC 0.17% 548,752 $8.0M
13 Aviance Capital Partners, LLC 0.16% 95,072 $1.4M
14 Mallini Complete Financial Planning LLC 0.15% 13,074 $191K
15 Melfa Wealth Management, INC. 0.13% 15,609 $228K
16 Papamarkou Wellner Asset Management inc. 0.09% 10,500 $153K
17 Strategic Wealth Partners, Ltd. 0.09% 88,316 $1.3M
18 Berger Financial Group, Inc 0.09% 105,664 $1.5M
19 Shaker Financial Services, LLC 0.07% 14,732 $215K
20 Kercheville Advisors, LLC 0.06% 11,897 $174K
21 United Advisor Group, LLC 0.04% 24,141 $352K
22 World Equity Group, INC. 0.04% 11,100 $162K
23 Apriem Advisors 0.03% 24,110 $352K
24 Blueprint Investment Partners LLC 0.03% 21,800 $318K
25 SkyOak Wealth, LLC 0.03% 11,437 $167K
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.

Is it too late to buy Doubleline Opportunistic Cr (DBL) following the 2026 Q1 hedge fund 13F filings?

As of today, DBL has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -5.2%. Since the quarter end (March 31, 2026), DBL has gained -1.6% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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