DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

69 hedge funds and large institutions have $83.8M invested in DoubleLine Opportunistic Credit Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aviance Capital Partners
Florida
$1.96M
2
SFS
2
Shaker Financial Services
Virginia
$1.08M
3
FM
3
Family Management
New York
$2.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.95M
5
Bank of America
5
Bank of America
North Carolina
$8.84M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$2.61M
2
UBS Group
2
UBS Group
Switzerland
$6.78M
3
JIC
3
Joel Isaacson & Co
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$137K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.25M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$727K 35,128 +14,773 +73%
UR
27
USCA RIA
Texas
$621K 29,970 +7,600 +34%
AC
28
Addison Capital
Pennsylvania
$492K 23,800 +1,000 +4%
BTS
29
BB&T Securities
Virginia
$472K 22,755 -1,000 -4%
SPC
30
Sigma Planning Corp
Michigan
$371K 17,899 +19 +0.1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$366K 17,651 +7,583 +75%
LNC
32
Lincoln National Corp
Pennsylvania
$362K 17,441 +2,627 +18%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$348K 16,790 +1,996 +13%
ASN
34
Advisory Services Network
Georgia
$347K 16,565 – –
PAS
35
Park Avenue Securities
New York
$347K 16,744 +16,744 New
PAG
36
Private Advisor Group
New Jersey
$334K 16,150 +3,996 +33%
MA
37
Mutual Advisors
Nebraska
$322K 15,563 – –
ACM
38
Adalta Capital Management
New York
$306K 14,765 +14,765 New
FIA
39
FNY Investment Advisers
New York
$300K 14,503 -4,701 -24%
LWAC
40
Laurel Wealth Advisors (California)
California
$283K 13,653 +98 +0.7%
Ameriprise
41
Ameriprise
Minnesota
$283K 13,687 +3,393 +33%
AA
42
Apriem Advisors
California
$268K 12,950 -3,400 -21%
KCPG
43
Kavar Capital Partners Group
Kansas
$260K 12,550 +12,550 New
MWPCG
44
Measured Wealth Private Client Group
New Hampshire
$259K 12,487 +12,487 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$255K 12,294 – –
WA
46
Winfield Associates
Ohio
$218K 10,525 +10,525 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$216K 10,440 -258 -2%
WS
48
Wedbush Securities
California
$213K 10,301 +27 +0.3%
AG
49
Advisor Group
Arizona
$199K 9,639 -150 -2%
FWM
50
Focused Wealth Management
New York
$175K 8,436 – –
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2
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