DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

57 hedge funds and large institutions have $62.6M invested in DoubleLine Opportunistic Credit Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
57
Holders Change
-8
Holders Change %
-12.31%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$5.08M
2
GC
2
Guggenheim Capital
Illinois
$572K
3
Nomura Holdings
3
Nomura Holdings
Japan
$3.49M
4
FI
4
FormulaFolio Investments
Michigan
$347K
5
AFNAS
5
American Financial Network Advisory Services
California
$272K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.14M
2
SIA
2
Sit Investment Associates
Minnesota
$2.69M
3
LCM
3
Laurion Capital Management
New York
$0
4
LPL Financial
4
LPL Financial
California
$480K
5
SC
5
Scotia Capital
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Apriem Advisors
California
$485K 23,600 -18,789 -44%
LPL Financial
27
LPL Financial
California
$480K 23,358 -50,773 -68%
EFS
28
Essex Financial Services
Connecticut
$466K 23,056 -3,603 -14%
AG
29
Advisor Group
Arizona
$388K 18,884 -876 -4%
JIC
30
Joel Isaacson & Co
New York
$384K 18,667 – –
MA
31
Mutual Advisors
Nebraska
$349K 16,973 – –
FI
32
FormulaFolio Investments
Michigan
$347K 16,871 +16,871 New
PAG
33
Private Advisor Group
New Jersey
$324K 15,737 +4,494 +40%
WS
34
Wedbush Securities
California
$310K 15,091 -1,484 -9%
AFNAS
35
American Financial Network Advisory Services
California
$272K 13,200 +13,194 +219,900%
LWAC
36
Laurel Wealth Advisors (California)
California
$271K 13,207 +136 +1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$211K 10,268 +10,268 New
FWM
38
Focused Wealth Management
New York
$201K 9,786 – –
MWPCG
39
Measured Wealth Private Client Group
New Hampshire
$130K 6,344 +6,344 New
Citigroup
40
Citigroup
New York
$129K 6,250 -167 -3%
AI
41
ArchPoint Investors
Florida
$112K 5,450 – –
KF
42
Krilogy Financial
Missouri
$88K 4,300 +4,300 New
APA
43
American Portfolios Advisors
New York
$54.3K 2,641 +39 +1%
NMC
44
Nine Masts Capital
Hong Kong
$53K 2,600 -2,100 -45%
CFGS
45
Concourse Financial Group Securities
Alabama
$51K 2,500 +2,500 New
WT
46
Whittier Trust
California
$44K 2,117 -398 -16%
RIA
47
RPG Investment Advisory
California
$21K 1,001 – –
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$13K 653 -352 -35%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$12K 600 – –
IF
50
Ironwood Financial
Arizona
$10K 500 – –
1
2
3