DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

69 hedge funds and large institutions have $85.9M invested in DoubleLine Opportunistic Credit Fund in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
22
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Apriem Advisors
California
$6.64M
2
LCM
2
Laurion Capital Management
New York
$3.21M
3
VHAM
3
Van Hulzen Asset Management
California
$3.23M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.9M
5
DA
5
Doliver Advisors
Texas
$1.92M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.71M
2
WP
2
WealthSource Partners
California
$415K
3
CAN
3
Cetera Advisor Networks
California
$2.06M
4
LPL Financial
4
LPL Financial
California
$4.06M
5
UBS Group
5
UBS Group
Switzerland
$9.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$606K +$329K +14,251 +119%
JIC
27
Joel Isaacson & Co
New York
$599K – – –
EFS
28
Essex Financial Services
Connecticut
$561K +$145K +7,642 +35%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$540K – – –
Ameriprise
30
Ameriprise
Minnesota
$519K -$692K -29,943 -57%
Squarepoint
31
Squarepoint
New York
$470K +$470K +20,350 New
PAS
32
Partnervest Advisory Services
California
$461K -$80.8K -3,499 -15%
WP
33
WealthSource Partners
California
$415K -$4.85M -209,766 -92%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$413K +$413K +17,868 New
VKH
35
Virtu KCG Holdings
New York
$413K +$413K +17,888 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$411K +$44.2K +1,917 +12%
PAG
37
Private Advisor Group
New Jersey
$404K +$5.04K +217 +1%
WT
38
Whittier Trust
California
$371K – – –
WAM
39
Weiss Asset Management
Massachusetts
$370K +$370K +16,025 New
SPC
40
Sigma Planning Corp
Michigan
$369K -$4.69K -203 -1%
AI
41
Atria Investments
North Carolina
$356K +$58.3K +2,520 +20%
HB
42
Homrich & Berg
Georgia
$319K -$7.57K -328 -2%
SC
43
Scotia Capital
Ontario, Canada
$283K +$30K +1,300 +12%
WS
44
Wedbush Securities
California
$279K -$25.2K -1,090 -8%
BAS
45
Brown Advisory Securities
Maryland
$271K – – –
IHL
46
Investment House LLC
California
$262K +$262K +11,325 New
Stifel Financial
47
Stifel Financial
Missouri
$260K -$42.5K -1,830 -14%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$260K -$6.09K -264 -2%
LWAC
49
Laurel Wealth Advisors (California)
California
$233K +$2.29K +99 +1%
FWM
50
Focused Wealth Management
New York
$226K -$180K -7,815 -44%
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