DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

65 hedge funds and large institutions have $71.8M invested in DoubleLine Opportunistic Credit Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$4.38M
2
Nomura Holdings
2
Nomura Holdings
Japan
$3.09M
3
CAN
3
Cetera Advisor Networks
California
$1.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$802K
5
HK
5
Horizon Kinetics
New York
$8.45M

Top Sellers

1
AA
1
Apriem Advisors
California
$885K
2
SIA
2
Sit Investment Associates
Minnesota
$4.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.36M
4
LCM
4
Laurion Capital Management
New York
$1.72M
5
GC
5
Guggenheim Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
Addison Capital
Pennsylvania
$597K 28,600 – –
EFS
27
Essex Financial Services
Connecticut
$533K 26,659 – –
SC
28
Scotia Capital
Ontario, Canada
$506K 23,449 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$478K 22,912 -3,750 -14%
Citadel Advisors
30
Citadel Advisors
Florida
$431K 20,637 +5,647 +38%
AG
31
Advisor Group
Arizona
$412K 19,760 -4,585 -19%
JIC
32
Joel Isaacson & Co
New York
$390K 18,667 -4,000 -18%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$354K 16,958 -233 -1%
MA
34
Mutual Advisors
Nebraska
$354K 16,973 – –
WS
35
Wedbush Securities
California
$346K 16,575 -1,160 -7%
CF
36
Centaurus Financial
California
$315K 15,113 +15,113 New
KCPG
37
Kavar Capital Partners Group
Kansas
$309K 14,800 +250 +2%
Ameriprise
38
Ameriprise
Minnesota
$298K 14,270 +1,845 +15%
LWAC
39
Laurel Wealth Advisors (California)
California
$272K 13,071 +131 +1%
BAS
40
Brown Advisory Securities
Maryland
$238K 11,450 – –
PAG
41
Private Advisor Group
New Jersey
$234K 11,243 +1,153 +11%
FWM
42
Focused Wealth Management
New York
$204K 9,786 -1 -0%
LA
43
LexAurum Advisors
Kansas
$202K 9,665 -1,235 -11%
Citigroup
44
Citigroup
New York
$134K 6,417 +100 +2%
AI
45
ArchPoint Investors
Florida
$114K 5,450 -5,000 -48%
NMC
46
Nine Masts Capital
Hong Kong
$98K 4,700 +1,400 +42%
JFA
47
JNBA Financial Advisors
Minnesota
$64K 3,058 – –
APA
48
American Portfolios Advisors
New York
$54.3K 2,602 +37 +1%
WT
49
Whittier Trust
California
$52K 2,515 – –
JCM
50
Jacobi Capital Management
Pennsylvania
$36K 1,704 -170 -9%
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