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DBL

DoubleLine Opportunistic Credit Fund
DBL

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.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 68 → 69 (+1)

1.41% more ownership

Funds ownership: 25.69% → 27.1% (+1.4%)

4% more capital invested

Capital invested by funds: $80.2M → $83.8M (+$3.57M)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.51%
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

Rank Fund Capital Flow
1
ACP
Aviance Capital Partners
Florida
+$1.95M
2
SFS
Shaker Financial Services
Virginia
+$1.08M
3
FM
Family Management
New York
+$834K
4
Morgan Stanley
Morgan Stanley
New York
+$818K
5
Bank of America
Bank of America
North Carolina
+$560K

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$2.63M
2
UBS Group
UBS Group
Switzerland
-$401K
3
JIC
Joel Isaacson & Co
New York
-$349K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$158K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$157K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$727K +$306K +14,773 +73%
UR
27
USCA RIA
Texas
$621K +$157K +7,600 +34%
AC
28
Addison Capital
Pennsylvania
$492K +$20.7K +1,000 +4%
BTS
29
BB&T Securities
Virginia
$472K -$20.7K -1,000 -4%
SPC
30
Sigma Planning Corp
Michigan
$371K +$393 +19 +0.1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$366K +$157K +7,583 +75%
LNC
32
Lincoln National Corp
Pennsylvania
$362K +$54.4K +2,627 +18%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$348K +$41.3K +1,996 +13%
ASN
34
Advisory Services Network
Georgia
$347K – – –
PAS
35
Park Avenue Securities
New York
$347K +$347K +16,744 New
PAG
36
Private Advisor Group
New Jersey
$334K +$82.7K +3,996 +33%
MA
37
Mutual Advisors
Nebraska
$322K – – –
ACM
38
Adalta Capital Management
New York
$306K +$306K +14,765 New
FIA
39
FNY Investment Advisers
New York
$300K -$97.3K -4,701 -24%
LWAC
40
Laurel Wealth Advisors (California)
California
$283K +$2.03K +98 +0.7%
Ameriprise
41
Ameriprise
Minnesota
$283K +$70.2K +3,393 +33%
AA
42
Apriem Advisors
California
$268K -$70.4K -3,400 -21%
KCPG
43
Kavar Capital Partners Group
Kansas
$260K +$260K +12,550 New
MWPCG
44
Measured Wealth Private Client Group
New Hampshire
$259K +$259K +12,487 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$255K – – –
WA
46
Winfield Associates
Ohio
$218K +$218K +10,525 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$216K -$5.34K -258 -2%
WS
48
Wedbush Securities
California
$213K +$559 +27 +0.3%
AG
49
Advisor Group
Arizona
$199K -$3.1K -150 -2%
FWM
50
Focused Wealth Management
New York
$175K – – –
1
2
3

DBL Hedge Fund Activity: Q3 2019 in Review

69 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q3 2019, worth a combined $83.8M — up 4.4% from $80.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DBL positions and 8 closed out — a net gain of 1 holder — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Aviance Capital Partners, opening a new position worth an estimated $1.95M. The largest seller was Oxbow Advisors, cutting an estimated $2.63M.

  • 69 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q3 2019, up from 68 in Q2 2019.
  • Funds reported $83.8M of DoubleLine Opportunistic Credit Fund stock for Q3 2019, up 4.4% quarter-over-quarter.
  • 9 funds opened new DoubleLine Opportunistic Credit Fund positions in Q3 2019 and 8 closed out, a net change of +1 holder.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q3 2019 was Aviance Capital Partners, an estimated $1.95M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q3 2019 was Oxbow Advisors, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2019.