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DBL

DoubleLine Opportunistic Credit Fund
DBL

70 hedge funds and large institutions have $82.2M invested in DoubleLine Opportunistic Credit Fund in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $73.7M → $82.2M (+$8.5M)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

9% more funds holding

Funds holding: 64 → 70 (+6)

1.14% more ownership

Funds ownership: 26.13% → 27.27% (+1.1%)

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IP
Intellectus Partners
California
+$1.91M
2
SIA
Sit Investment Associates
Minnesota
+$1.62M
3
SFS
Shaker Financial Services
Virginia
+$1.61M
4
Bank of America
Bank of America
North Carolina
+$1.55M
5
FFA
First Foundation Advisors
California
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
-$5.74M
2
WAM
Weiss Asset Management
Massachusetts
-$807K
3
FA
FCG Advisors
New Jersey
-$591K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$566K
5
FI
FormulaFolio Investments
Michigan
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
26
BB&T Securities
Virginia
$465K +$17.2K +875 +4%
AC
27
Addison Capital
Pennsylvania
$461K – – –
LPL Financial
28
LPL Financial
California
$454K +$126K +6,404 +40%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$413K +$220K +11,204 +121%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$408K -$106K -5,414 -21%
SPC
31
Sigma Planning Corp
Michigan
$360K -$14.4K -731 -4%
AG
32
Advisor Group
Arizona
$360K -$6.25K -318 -2%
ASN
33
Advisory Services Network
Georgia
$345K -$73K -3,717 -18%
JIC
34
Joel Isaacson & Co
New York
$337K – – –
FIA
35
FNY Investment Advisers
New York
$331K +$322K +16,403 New
AA
36
Apriem Advisors
California
$330K -$7.86K -400 -2%
MA
37
Mutual Advisors
Nebraska
$319K -$16.8K -854 -5%
UR
38
USCA RIA
Texas
$297K +$289K +14,700 New
LWAC
39
Laurel Wealth Advisors (California)
California
$272K +$2K +102 +0.8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$270K -$12.9K -656 -5%
PAS
41
Park Avenue Securities
New York
$269K +$262K +13,352 New
KCPG
42
Kavar Capital Partners Group
Kansas
$254K -$19.6K -1,000 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$248K -$982 -50 -0.4%
LNC
44
Lincoln National Corp
Pennsylvania
$209K +$203K +10,339 New
Ameriprise
45
Ameriprise
Minnesota
$208K +$202K +10,280 New
WS
46
Wedbush Securities
California
$207K +$201K +10,246 New
FWM
47
Focused Wealth Management
New York
$198K – – –
EWM
48
Edge Wealth Management
New York
$145K – – –
Citigroup
49
Citigroup
New York
$92K -$9.82K -500 -10%
APA
50
American Portfolios Advisors
New York
$56.9K +$550 +28 +1%
1
2
3

DBL Hedge Fund Activity: Q1 2019 in Review

70 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q1 2019, worth a combined $82.2M — up 12% from $73.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DBL positions and 6 closed out — a net gain of 7 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Intellectus Partners, opening a new position worth an estimated $1.91M. The largest seller was Nomura Holdings, exiting entirely with an estimated $5.74M sold.

  • 70 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q1 2019, up from 64 in Q4 2018.
  • Funds reported $82.2M of DoubleLine Opportunistic Credit Fund stock for Q1 2019, up 12% quarter-over-quarter.
  • 13 funds opened new DoubleLine Opportunistic Credit Fund positions in Q1 2019 and 6 closed out, a net change of +7 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q1 2019 was Intellectus Partners, an estimated $1.91M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q1 2019 was Nomura Holdings, an estimated $5.74M sold.

Based on aggregated 13F filings for Q1 2019.