DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

64 hedge funds and large institutions have $73.7M invested in DoubleLine Opportunistic Credit Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
17
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.11M
2
AI
2
ArchPoint Investors
Florida
$3.21M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.73M
4
Nomura Holdings
4
Nomura Holdings
Japan
$5.74M
5
SIA
5
Sit Investment Associates
Minnesota
$4.22M

Top Sellers

1
IP
1
Intellectus Partners
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.25M
3
VHAM
3
Van Hulzen Asset Management
California
$1.29M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
EFS
5
Essex Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$646K -$167K -8,802 -21%
FA
27
FCG Advisors
New Jersey
$591K +$591K +31,189 New
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$547K +$547K +28,863 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$485K -$204K -10,762 -30%
AC
30
Addison Capital
Pennsylvania
$432K -$110K -5,800 -20%
BTS
31
BB&T Securities
Virginia
$420K -$348K -18,366 -45%
ASN
32
Advisory Services Network
Georgia
$394K -$185K -9,760 -32%
SPC
33
Sigma Planning Corp
Michigan
$351K -$244K -12,879 -41%
FI
34
FormulaFolio Investments
Michigan
$347K – – –
AG
35
Advisor Group
Arizona
$344K -$14K -740 -4%
JIC
36
Joel Isaacson & Co
New York
$324K -$38.9K -2,000 -11%
AA
37
Apriem Advisors
California
$317K -$130K -6,850 -29%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$317K +$317K +16,724 New
MA
39
Mutual Advisors
Nebraska
$315K -$6.25K -330 -2%
LPL Financial
40
LPL Financial
California
$305K -$138K -7,275 -31%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$266K +$266K +14,020 New
KCPG
42
Kavar Capital Partners Group
Kansas
$257K +$257K +13,550 New
LWAC
43
Laurel Wealth Advisors (California)
California
$253K +$2.8K +148 +1%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$234K +$234K +12,344 New
FWM
45
Focused Wealth Management
New York
$185K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$175K +$175K +9,254 New
EWM
47
Edge Wealth Management
New York
$136K +$136K +7,200 New
BRWM
48
B. Riley Wealth Management
Tennessee
$132K +$132K +6,939 New
Citigroup
49
Citigroup
New York
$96K -$22.8K -1,200 -19%
SWM
50
SeaCrest Wealth Management
New York
$53K +$53K +2,795 New
1
2
3