DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

67 hedge funds and large institutions have $84.6M invested in DoubleLine Opportunistic Credit Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFS
Essex Financial Services
Connecticut
$853K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$646K
3
JG
Jefferies Group
New York
$324K
4
AG
Advisor Group
Arizona
$281K
5
Bank of America
Bank of America
North Carolina
$3.05M

Top Sellers

1
LPL Financial
LPL Financial
California
$821K
2
SIA
Sit Investment Associates
Minnesota
$0
3
DA
Doliver Advisors
Texas
$815K
4
CCP
Clough Capital Partners
Massachusetts
$0
5
IHL
Investment House LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$716K +$8.84K +350 +1%
ACM
27
Alethea Capital Management
Washington
$700K – – –
FFA
28
First Foundation Advisors
California
$683K -$130K -5,149 -16%
JIC
29
Joel Isaacson & Co
New York
$654K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$651K -$30.4K -1,205 -4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$646K +$405K +16,047 +168%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$456K – – –
PAS
33
Partnervest Advisory Services
California
$417K -$15.3K -607 -4%
WT
34
Whittier Trust
California
$405K – – –
WS
35
Wedbush Securities
California
$380K +$73.9K +2,929 +24%
HB
36
Homrich & Berg
Georgia
$343K -$6.63K -263 -2%
Ameriprise
37
Ameriprise
Minnesota
$343K +$82.5K +3,364 +32%
SC
38
Scotia Capital
Ontario, Canada
$337K – – –
GC
39
Guggenheim Capital
Illinois
$328K -$2.93K -116 -0.9%
JG
40
Jefferies Group
New York
$324K +$324K +12,835 New
Stifel Financial
41
Stifel Financial
Missouri
$304K +$49.3K +1,958 +19%
AIP
42
Ahrens Investment Partners
Louisiana
$293K +$60.6K +2,400 +26%
AG
43
Advisor Group
Arizona
$281K +$237K +9,391 +541%
BAS
44
Brown Advisory Securities
Maryland
$265K – – –
LWAC
45
Laurel Wealth Advisors (California)
California
$260K +$2.62K +104 +1%
FWM
46
Focused Wealth Management
New York
$247K – – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
$226K +$5.04K +200 +2%
PAG
48
Private Advisor Group
New Jersey
$219K -$255K -10,150 -54%
JCM
49
Jacobi Capital Management
Pennsylvania
$180K +$180K +7,164 New
AI
50
ArchPoint Investors
Florida
$138K -$38K -1,500 -22%
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