DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$13.3M
2
LPL Financial
LPL Financial
California
$1.29M
3
PAG
Private Advisor Group
New Jersey
$573K
4
RJA
Raymond James & Associates
Florida
$1.95M
5
VF
Virtu Financial
New York
$231K

Top Sellers

1
NPC
National Planning Corporation
California
$0
2
ACM
Alethea Capital Management
Washington
$0
3
PCM
Peak Capital Management
Colorado
$426K
4
AA
Apriem Advisors
California
$6.64M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
26
Joel Isaacson & Co
New York
$623K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$584K -$36.7K -1,525 -6%
PAG
28
Private Advisor Group
New Jersey
$573K +$369K +15,771 +181%
WS
29
Wedbush Securities
California
$450K +$88.1K +3,663 +24%
Ameriprise
30
Ameriprise
Minnesota
$439K +$103K +4,287 +31%
PCM
31
Peak Capital Management
Colorado
$426K -$564K -23,457 -57%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$423K -$7.66K -320 -2%
HB
33
Homrich & Berg
Georgia
$413K +$85.7K +3,561 +26%
WT
34
Whittier Trust
California
$386K – – –
AG
35
Advisor Group
Arizona
$374K +$107K +4,444 +40%
AFNAS
36
American Financial Network Advisory Services
California
$371K +$371K +15,450 New
PAS
37
Partnervest Advisory Services
California
$370K -$26.7K -1,110 -7%
SC
38
Scotia Capital
Ontario, Canada
$326K +$4.81K +200 +1%
GC
39
Guggenheim Capital
Illinois
$309K -$3K -125 -1%
JG
40
Jefferies Group
New York
$309K – – –
BAS
41
Brown Advisory Securities
Maryland
$275K +$22.8K +950 +9%
Stifel Financial
42
Stifel Financial
Missouri
$272K -$18.2K -758 -6%
LWAC
43
Laurel Wealth Advisors (California)
California
$250K +$2.52K +105 +1%
AIP
44
Ahrens Investment Partners
Louisiana
$238K -$40.9K -1,700 -15%
FWM
45
Focused Wealth Management
New York
$235K – – –
VF
46
Virtu Financial
New York
$231K +$231K +9,604 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$216K – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$210K -$407K -16,897 -66%
MWPCG
49
Measured Wealth Private Client Group
New Hampshire
$210K +$210K +8,726 New
JCM
50
Jacobi Capital Management
Pennsylvania
$168K +$1.03K +44 +0.6%
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