DoubleLine Opportunistic Credit Fund
DBL
68 hedge funds and large institutions have $80.6M invested in DoubleLine Opportunistic Credit Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1% more funds holding
Funds holding: 67 → 68 (+1)
0% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 24
0.02% less ownership
Funds ownership: 22.64% → 22.61% (-0.02%)
5% less capital invested
Capital invested by funds: $84.6M → $80.6M (-$4.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$934K |
| 2 |
LPL Financial
San Diego,
California
|
+$518K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$388K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$292K |
| 5 |
VF
Virtu Financial
New York
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$753K |
| 2 |
ACM
Alethea Capital Management
Mercer Island,
Washington
|
-$700K |
| 3 |
PCM
Peak Capital Management
Greenwood Village,
Colorado
|
-$577K |
| 4 |
AA
Apriem Advisors
Irvine,
California
|
-$448K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$415K |
DBL Hedge Fund Activity: Q3 2017 in Review
68 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q3 2017, worth a combined $80.6M — down 4.8% from $84.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DBL positions and 5 closed out — a net gain of 1 holder — while 24 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $934K. The largest seller was National Planning Corporation, exiting entirely with an estimated $753K sold.
- 68 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q3 2017, up from 67 in Q2 2017.
- Funds reported $80.6M of DoubleLine Opportunistic Credit Fund stock for Q3 2017, down 4.8% quarter-over-quarter.
- 6 funds opened new DoubleLine Opportunistic Credit Fund positions in Q3 2017 and 5 closed out, a net change of +1 holder.
- The largest DoubleLine Opportunistic Credit Fund buyer in Q3 2017 was Morgan Stanley, an estimated $934K added.
- The largest DoubleLine Opportunistic Credit Fund seller in Q3 2017 was National Planning Corporation, an estimated $753K sold.
Based on aggregated 13F filings for Q3 2017.