DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

66 hedge funds and large institutions have $75.5M invested in DoubleLine Opportunistic Credit Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.02M
3
FM
3
Family Management
New York
$4.14M
4
FFA
4
First Foundation Advisors
California
$3.3M
5
LGWM
5
Litman Gregory Wealth Management
California
$505K

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$0
2
HKAM
2
Horizon Kinetics Asset Management
New York
$7.14M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$271K
5
VHAM
5
Van Hulzen Asset Management
California
$522K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
26
Verus Capital Partners
Arizona
$444K -$95.3K -5,566 -18%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$442K +$96.4K +5,638 +28%
Truist Financial
28
Truist Financial
North Carolina
$357K +$2.02K +118 +0.6%
CAN
29
Cetera Advisor Networks
California
$350K -$345K -20,163 -50%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$338K +$16.2K +950 +5%
SW
31
SkyOak Wealth
Michigan
$330K +$8.43K +493 +3%
AC
32
Addison Capital
Pennsylvania
$321K -$17.1K -1,000 -5%
MWPCG
33
Measured Wealth Private Client Group
New Hampshire
$318K +$10.8K +633 +4%
SPC
34
Sigma Planning Corp
Michigan
$318K +$11.8K +689 +4%
MA
35
Mutual Advisors
Nebraska
$315K +$16.9K +989 +6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$291K +$81.6K +4,786 +39%
PAG
37
Private Advisor Group
New Jersey
$274K -$19.9K -1,168 -7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$271K -$859K -50,148 -76%
LCM
39
Landscape Capital Management
New Jersey
$222K +$222K +12,995 New
AA
40
Apriem Advisors
California
$218K -$20.5K -1,200 -9%
WS
41
Wedbush Securities
California
$216K +$34.7K +2,031 +19%
ASN
42
Advisory Services Network
Georgia
$188K -$17.1K -1,000 -8%
LNC
43
Lincoln National Corp
Pennsylvania
$176K -$283K -16,594 -62%
APA
44
American Portfolios Advisors
New York
$174K -$11.5K -675 -6%
FWM
45
Focused Wealth Management
New York
$146K +$1.44K +84 +1%
EWM
46
Edge Wealth Management
New York
$122K – – –
WAM
47
Wolverine Asset Management
Illinois
$75K +$75K +4,416 New
Citigroup
48
Citigroup
New York
$61K -$10.3K -600 -14%
JFA
49
JNBA Financial Advisors
Minnesota
$39K – – –
LC
50
Lindbrook Capital
California
$26K +$26K +1,500 New
1
2
3 4