DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

68 hedge funds and large institutions have $80.2M invested in DoubleLine Opportunistic Credit Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.2M
2
UBS Group
2
UBS Group
Switzerland
$7.26M
3
FM
3
Family Management
New York
$2.03M
4
SIA
4
Sit Investment Associates
Minnesota
$6.88M
5
PAG
5
Private Advisor Group
New Jersey
$254K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$1M
3
RCM
3
Robinson Capital Management
Michigan
$83K
4
Bank of America
4
Bank of America
North Carolina
$8.36M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UR
26
USCA RIA
Texas
$468K 22,370 +7,670 +52%
LPL Financial
27
LPL Financial
California
$426K 20,355 -2,132 -9%
FIA
28
FNY Investment Advisers
New York
$401K 19,204 +2,801 +17%
SPC
29
Sigma Planning Corp
Michigan
$374K 17,880 +66 +0.4%
JIC
30
Joel Isaacson & Co
New York
$349K 16,667 – –
ASN
31
Advisory Services Network
Georgia
$347K 16,565 -500 -3%
AA
32
Apriem Advisors
California
$342K 16,350 – –
MA
33
Mutual Advisors
Nebraska
$326K 15,563 -226 -1%
LNC
34
Lincoln National Corp
Pennsylvania
$310K 14,814 +4,475 +43%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$309K 14,794 +1,430 +11%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$297K 14,201 -5,978 -30%
LWAC
37
Laurel Wealth Advisors (California)
California
$284K 13,555 +98 +0.7%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$257K 12,294 – –
PAG
39
Private Advisor Group
New Jersey
$254K 12,154 +12,154 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$223K 10,698 +10,698 New
Ameriprise
41
Ameriprise
Minnesota
$215K 10,294 +14 +0.1%
WS
42
Wedbush Securities
California
$215K 10,274 +28 +0.3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$211K 10,068 +10,068 New
AG
44
Advisor Group
Arizona
$205K 9,789 -8,037 -45%
FWM
45
Focused Wealth Management
New York
$176K 8,436 -1,350 -14%
EWM
46
Edge Wealth Management
New York
$149K 7,200 – –
Citigroup
47
Citigroup
New York
$95K 4,550 – –
RCM
48
Robinson Capital Management
Michigan
$83K 4,000 -86,624 -96%
JFA
49
JNBA Financial Advisors
Minnesota
$57K 2,719 – –
APA
50
American Portfolios Advisors
New York
$56.4K 2,696 -121 -4%
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