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DBL

DoubleLine Opportunistic Credit Fund

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

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

6% more funds holding

Funds holding: 6973 (+4)

1.27% more ownership

Funds ownership: 27.1%28.37% (+1.3%)

4% more capital invested

Capital invested by funds: $83.8M → $87.4M (+$3.63M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$708K -$16.8K -811 -2%
VCP
27
Verus Capital Partners
Arizona
$650K +$652K +31,505 New
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$617K -$120K -5,800 -16%
LNC
29
Lincoln National Corp
Pennsylvania
$555K +$196K +9,469 +54%
Ameriprise
30
Ameriprise
Minnesota
$543K +$261K +12,640 +92%
GC
31
Guggenheim Capital
Illinois
$467K -$561K -27,108 -54%
Truist Financial
32
Truist Financial
North Carolina
$428K +$429K +20,755 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$417K +$70.6K +3,414 +20%
PAS
34
Park Avenue Securities
New York
$417K +$72K +3,482 +21%
AC
35
Addison Capital
Pennsylvania
$409K -$82.7K -4,000 -17%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$389K +$24.3K +1,175 +7%
SW
37
SkyOak Wealth
Michigan
$388K +$389K +18,806 New
MWPCG
38
Measured Wealth Private Client Group
New Hampshire
$371K +$113K +5,465 +44%
SPC
39
Sigma Planning Corp
Michigan
$370K +$517 +25 +0.1%
MA
40
Mutual Advisors
Nebraska
$359K +$38.2K +1,847 +12%
PAG
41
Private Advisor Group
New Jersey
$355K +$22.1K +1,070 +7%
ACM
42
Adalta Capital Management
New York
$325K +$20.7K +1,000 +7%
AA
43
Apriem Advisors
California
$288K +$20.7K +1,000 +8%
LWAC
44
Laurel Wealth Advisors (California)
California
$284K +$2.05K +99 +0.7%
FIA
45
FNY Investment Advisers
New York
$259K -$39.7K -1,920 -13%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$253K +$38.1K +1,843 +18%
ASN
47
Advisory Services Network
Georgia
$247K -$94.6K -4,575 -28%
APA
48
American Portfolios Advisors
New York
$223K +$170K +8,207 +313%
WS
49
Wedbush Securities
California
$219K +$6.52K +315 +3%
AG
50
Advisor Group
Arizona
$189K -$10.2K -493 -5%

DBL Hedge Fund Activity: Q4 2019 in Review

73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q4 2019, worth a combined $87.4M — up 4.3% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DBL positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Aviance Capital Partners, adding an estimated $1.64M. The largest seller was Bank of America, cutting an estimated $1.78M.

  • 73 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $87.4M of DoubleLine Opportunistic Credit Fund stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 10 funds opened new DoubleLine Opportunistic Credit Fund positions in Q4 2019 and 5 closed out, a net change of +5 holders.
  • The largest DoubleLine Opportunistic Credit Fund buyer in Q4 2019 was Aviance Capital Partners, an estimated $1.64M added.
  • The largest DoubleLine Opportunistic Credit Fund seller in Q4 2019 was Bank of America, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2019.