DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

65 hedge funds and large institutions have $74.6M invested in DoubleLine Opportunistic Credit Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.24M
2
LCM
2
Laurion Capital Management
New York
$2.18M
3
RCM
3
Robinson Capital Management
Michigan
$1.79M
4
Bank of America
4
Bank of America
North Carolina
$3.63M
5
LPL Financial
5
LPL Financial
California
$1.74M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.27M
2
CAN
2
Cetera Advisor Networks
California
$0
3
UBS Group
3
UBS Group
Switzerland
$6.55M
4
FFA
4
First Foundation Advisors
California
$0
5
AFNAS
5
American Financial Network Advisory Services
California
$285
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$506K +$168K +7,800 +50%
JIC
27
Joel Isaacson & Co
New York
$489K – – –
GC
28
Guggenheim Capital
Illinois
$391K +$16.7K +774 +4%
WS
29
Wedbush Securities
California
$383K -$31.7K -1,466 -8%
MIG
30
Mariner Investment Group
New York
$376K -$352K -16,307 -48%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$371K -$2.5K -116 -0.7%
MA
32
Mutual Advisors
Nebraska
$366K -$10.1K -470 -3%
Citadel Advisors
33
Citadel Advisors
Florida
$324K +$324K +14,990 New
KCPG
34
Kavar Capital Partners Group
Kansas
$314K +$21.6K +1,000 +7%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$313K -$70.7K -3,270 -18%
LWAC
36
Laurel Wealth Advisors (California)
California
$279K +$52K +2,412 +23%
JG
37
Jefferies Group
New York
$277K – – –
Ameriprise
38
Ameriprise
Minnesota
$268K +$604 +28 +0.2%
BAS
39
Brown Advisory Securities
Maryland
$249K – – –
LA
40
LexAurum Advisors
Kansas
$235K +$302 +14 +0.1%
AI
41
ArchPoint Investors
Florida
$226K – – –
PAG
42
Private Advisor Group
New Jersey
$218K +$2.64K +122 +1%
FWM
43
Focused Wealth Management
New York
$211K – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$204K +$1.08K +50 +0.5%
Citigroup
45
Citigroup
New York
$136K +$15.1K +700 +12%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$111K +$24.5K +1,130 +28%
NMC
47
Nine Masts Capital
Hong Kong
$71K +$71K +3,300 New
JFA
48
JNBA Financial Advisors
Minnesota
$66K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$58K +$58K +2,679 New
APA
50
American Portfolios Advisors
New York
$55.4K +$777 +36 +1%
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