DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

71 hedge funds and large institutions have $72.9M invested in DoubleLine Opportunistic Credit Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.24M
2
MIG
2
Mariner Investment Group
New York
$748K
3
AG
3
Advisor Group
Arizona
$744K
4
CCP
4
Clough Capital Partners
Massachusetts
$377K
5
KCPG
5
Kavar Capital Partners Group
Kansas
$301K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.44M
2
HK
2
Horizon Kinetics
New York
$8.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
4
PAS
4
Partnervest Advisory Services
California
$0
5
LPL Financial
5
LPL Financial
California
$824K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$645K 29,078 – –
EFS
27
Essex Financial Services
Connecticut
$614K 30,403 -7,154 -19%
JIC
28
Joel Isaacson & Co
New York
$503K 22,667 -3,250 -13%
DA
29
Doliver Advisors
Texas
$476K 21,435 -6,585 -24%
PCM
30
Peak Capital Management
Colorado
$426K 17,712 – –
WS
31
Wedbush Securities
California
$426K 19,201 +483 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$394K 17,750 -6,532 -27%
MA
33
Mutual Advisors
Nebraska
$387K 17,443 +17,443 New
GC
34
Guggenheim Capital
Illinois
$385K 17,337 +4,471 +35%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$384K 17,307 -368 -2%
CCP
36
Clough Capital Partners
Massachusetts
$377K 17,000 +17,000 New
SC
37
Scotia Capital
Ontario, Canada
$347K 15,649 +2,100 +15%
KCPG
38
Kavar Capital Partners Group
Kansas
$301K 13,550 +13,550 New
AFNAS
39
American Financial Network Advisory Services
California
$293K 13,200 -2,250 -15%
JG
40
Jefferies Group
New York
$285K 12,835 – –
Ameriprise
41
Ameriprise
Minnesota
$275K 12,397 -5,872 -32%
HB
42
Homrich & Berg
Georgia
$265K 11,922 -5,237 -31%
BAS
43
Brown Advisory Securities
Maryland
$252K 11,450 – –
Squarepoint
44
Squarepoint
New York
$241K 10,867 +10,867 New
LA
45
LexAurum Advisors
Kansas
$237K 10,886 +10,886 New
LWAC
46
Laurel Wealth Advisors (California)
California
$233K 10,528 +115 +1%
AI
47
ArchPoint Investors
Florida
$232K 10,450 +5,000 +92%
WAM
48
Wolverine Asset Management
Illinois
$232K 10,466 +10,466 New
PAG
49
Private Advisor Group
New Jersey
$220K 9,968 -14,527 -59%
FWM
50
Focused Wealth Management
New York
$217K 9,787 – –
1
2
3 4