DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

62 hedge funds and large institutions have $84.4M invested in DoubleLine Opportunistic Credit Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
22
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$1.21M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
AC
3
Addison Capital
Pennsylvania
$596K
4
GC
4
Guggenheim Capital
Illinois
$313K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.39M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$2.66M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
Squarepoint
4
Squarepoint
New York
$0
5
DA
5
Doliver Advisors
Texas
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$668K +$287K +12,042 +75%
ACM
27
Alethea Capital Management
Washington
$662K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$645K +$18.8K +787 +3%
JIC
29
Joel Isaacson & Co
New York
$618K – – –
AC
30
Addison Capital
Pennsylvania
$596K +$596K +25,000 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$429K +$4.39K +184 +1%
EFS
32
Essex Financial Services
Connecticut
$423K -$170K -8,479 -29%
PAS
33
Partnervest Advisory Services
California
$409K -$67.7K -2,834 -14%
WT
34
Whittier Trust
California
$383K – – –
PAG
35
Private Advisor Group
New Jersey
$345K +$27.1K +1,481 +9%
HB
36
Homrich & Berg
Georgia
$331K +$907 +38 +0.3%
SC
37
Scotia Capital
Ontario, Canada
$319K +$26.3K +1,100 +9%
GC
38
Guggenheim Capital
Illinois
$313K +$313K +13,107 New
WS
39
Wedbush Securities
California
$289K +$1.31K +55 +0.5%
IHL
40
Investment House LLC
California
$270K – – –
Ameriprise
41
Ameriprise
Minnesota
$253K -$282K -11,840 -53%
BAS
42
Brown Advisory Securities
Maryland
$252K -$28.8K -1,200 -10%
LWAC
43
Laurel Wealth Advisors (California)
California
$243K +$2.55K +107 +1%
Stifel Financial
44
Stifel Financial
Missouri
$240K -$25.7K -1,083 -10%
FWM
45
Focused Wealth Management
New York
$234K – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$228K -$198K -8,300 -46%
AIP
47
Ahrens Investment Partners
Louisiana
$220K +$220K +9,200 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$209K -$59.4K -2,494 -22%
AI
49
ArchPoint Investors
Florida
$165K +$165K +6,950 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$95K – – –
1
2
3