DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

61 hedge funds and large institutions have $89.5M invested in DoubleLine Opportunistic Credit Fund in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.35M
2
Bank of America
2
Bank of America
North Carolina
$11.8M
3
UBS Group
3
UBS Group
Switzerland
$10.6M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.46M
5
PAG
5
Private Advisor Group
New Jersey
$1.01M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
FFA
2
First Foundation Advisors
California
$2.75M
3
GC
3
Guggenheim Capital
Illinois
$3.15M
4
RJA
4
Raymond James & Associates
Florida
$2.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$407K 16,086 -26,065 -62%
WT
27
Whittier Trust
California
$406K 16,049 +107 +0.7%
BTS
28
BB&T Securities
Virginia
$402K 15,900 +1,431 +10%
CWM
29
Cabot Wealth Management
Massachusetts
$371K 14,675 -9,280 -39%
WS
30
Wedbush Securities
California
$365K 14,408 +921 +7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$356K 14,083 +2,540 +22%
SC
32
Scotia Capital
Ontario, Canada
$352K 14,143 – –
JFA
33
JNBA Financial Advisors
Minnesota
$338K 13,337 +1,999 +18%
HPWM
34
Highland Private Wealth Management
Washington
$319K 12,618 +12,618 New
HCM
35
Hollencrest Capital Management
California
$316K 12,478 +12,478 New
BGA
36
Belmont Global Advisors
Texas
$316K 12,500 +12,500 New
ASN
37
Advisory Services Network
Georgia
$305K 12,050 +12,050 New
EFS
38
Essex Financial Services
Connecticut
$304K 12,000 – –
BAS
39
Brown Advisory Securities
Maryland
$298K 11,700 – –
Deutsche Bank
40
Deutsche Bank
Germany
$283K 11,200 -6,990 -38%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$281K 11,094 +11,094 New
LWAC
42
Laurel Wealth Advisors (California)
California
$246K 9,729 +9,729 New
VFS
43
VSR Financial Services
Kansas
$228K 9,016 – –
CS
44
Credit Suisse
Switzerland
$227K 8,987 -400 -4%
MFS
45
MSI Financial Services
Massachusetts
$174K 6,886 +771 +13%
AI
46
ArchPoint Investors
Florida
$155K 6,120 +6,120 New
VHAM
47
Van Hulzen Asset Management
California
$137K 5,400 +5,400 New
WTC
48
WhitTier Trust Company
Nevada
$77K 3,051 +21 +0.7%
Citigroup
49
Citigroup
New York
$37K 1,456 +100 +7%
IA
50
IFP Advisors
Florida
$30K 1,200 +1,200 New
1
2
3