DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

73 hedge funds and large institutions have $87.4M invested in DoubleLine Opportunistic Credit Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aviance Capital Partners
Florida
$3.59M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.36M
3
SIA
3
Sit Investment Associates
Minnesota
$8.28M
4
Invesco
4
Invesco
Georgia
$2.92M
5
FM
5
Family Management
New York
$3.35M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.66M
3
GC
3
Guggenheim Capital
Illinois
$467K
4
KCPG
4
Kavar Capital Partners Group
Kansas
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$708K -$16.7K -811 -2%
VCP
27
Verus Capital Partners
Arizona
$650K +$650K +31,505 New
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$617K -$120K -5,800 -16%
LNC
29
Lincoln National Corp
Pennsylvania
$555K +$195K +9,469 +54%
Ameriprise
30
Ameriprise
Minnesota
$543K +$261K +12,640 +92%
GC
31
Guggenheim Capital
Illinois
$467K -$559K -27,108 -54%
Truist Financial
32
Truist Financial
North Carolina
$428K +$428K +20,755 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$417K +$70.5K +3,414 +20%
PAS
34
Park Avenue Securities
New York
$417K +$71.8K +3,482 +21%
AC
35
Addison Capital
Pennsylvania
$409K -$82.6K -4,000 -17%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$389K +$24.3K +1,175 +7%
SW
37
SkyOak Wealth
Michigan
$388K +$388K +18,806 New
MWPCG
38
Measured Wealth Private Client Group
New Hampshire
$371K +$113K +5,465 +44%
SPC
39
Sigma Planning Corp
Michigan
$370K +$516 +25 +0.1%
MA
40
Mutual Advisors
Nebraska
$359K +$38.1K +1,847 +12%
PAG
41
Private Advisor Group
New Jersey
$355K +$22.1K +1,070 +7%
ACM
42
Adalta Capital Management
New York
$325K +$20.6K +1,000 +7%
AA
43
Apriem Advisors
California
$288K +$20.6K +1,000 +8%
LWAC
44
Laurel Wealth Advisors (California)
California
$284K +$2.05K +99 +0.7%
FIA
45
FNY Investment Advisers
New York
$259K -$39.5K -1,920 -13%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$253K +$38K +1,843 +18%
ASN
47
Advisory Services Network
Georgia
$247K -$94.2K -4,575 -28%
APA
48
American Portfolios Advisors
New York
$223K +$169K +8,207 +313%
WS
49
Wedbush Securities
California
$219K +$6.5K +315 +3%
AG
50
Advisor Group
Arizona
$189K -$10.2K -493 -5%
1
2
3 4