DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

58 hedge funds and large institutions have $76.8M invested in DoubleLine Opportunistic Credit Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
1
First Foundation Advisors
California
$4.23M
2
SIA
2
Sit Investment Associates
Minnesota
$2.56M
3
RJA
3
Raymond James & Associates
Florida
$3.37M
4
MIG
4
Mariner Investment Group
New York
$531K
5
WT
5
Whittier Trust
California
$369K

Top Sellers

1
DA
1
Doliver Advisors
Texas
$244K
2
GC
2
Guggenheim Capital
Illinois
$5.96M
3
LPL Financial
3
LPL Financial
California
$5.18M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.29M
5
NMC
5
Nine Masts Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIG
26
Mariner Investment Group
New York
$531K 22,900 +22,900 New
SIA
27
SeaBridge Investment Advisors
New Jersey
$513K 22,150 -4,630 -17%
FWM
28
Focused Wealth Management
New York
$441K 19,032 – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$412K 17,777 +8,025 +82%
WT
30
Whittier Trust
California
$369K 15,942 +15,000 +1,592%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$355K 15,327 -2,960 -16%
WS
32
Wedbush Securities
California
$328K 14,142 -9,574 -40%
SC
33
Scotia Capital
Ontario, Canada
$323K 14,143 +14,143 New
JIC
34
Joel Isaacson & Co
New York
$322K 13,917 -3,000 -18%
BTS
35
BB&T Securities
Virginia
$314K 13,569 – –
EFS
36
Essex Financial Services
Connecticut
$278K 12,000 -3,500 -23%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$272K 11,750 -2,487 -17%
BAS
38
Brown Advisory Securities
Maryland
$271K 11,700 -1,000 -8%
DA
39
Doliver Advisors
Texas
$244K 10,550 -56,554 -84%
VFS
40
VSR Financial Services
Kansas
$209K 9,016 – –
US Bancorp
41
US Bancorp
Minnesota
$207K 8,936 – –
VKH
42
Virtu KCG Holdings
New York
$202K 8,723 +8,723 New
CS
43
Credit Suisse
Switzerland
$200K 8,650 – –
MFS
44
MSI Financial Services
Massachusetts
$150K 6,490 +3,900 +151%
WTC
45
WhitTier Trust Company
Nevada
$70K 3,030 – –
BRWM
46
B. Riley Wealth Management
Tennessee
$69K 2,985 +30 +1%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$46K 2,000 – –
DADC
48
D.A. Davidson & Co
Montana
$24K 1,059 +1,059 New
TRCT
49
Tower Research Capital (TRC)
New York
$21K 897 +681 +315%
DBT
50
Dubuque Bank & Trust
Iowa
$13K 547 +547 New
1
2
3