DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

64 hedge funds and large institutions have $90.6M invested in DoubleLine Opportunistic Credit Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$13M
2
SAM
Secure Asset Management
Michigan
+$1.02M
3
Ameriprise
Ameriprise
Minnesota
+$940K
4
ACP
Aviance Capital Partners
Florida
+$591K
5
PAS
Park Avenue Securities
New York
+$589K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$34.8M
2
Morgan Stanley
Morgan Stanley
New York
-$5.91M
3
Bank of America
Bank of America
North Carolina
-$2.55M
4
HKAM
Horizon Kinetics Asset Management
New York
-$499K
5
UBS Group
UBS Group
Switzerland
-$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
26
Van Hulzen Asset Management
California
$584K +$5.68K +300 +1%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$538K -$17K -900 -3%
Osaic Holdings
28
Osaic Holdings
Arizona
$486K -$34.8M -1,835,400 -99%
MWPCG
29
Measured Wealth Private Client Group
New Hampshire
$466K +$114K +6,011 +32%
Truist Financial
30
Truist Financial
North Carolina
$414K +$18.9K +1,000 +5%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$375K – – –
CRC
32
Catawba River Capital
South Carolina
$364K +$364K +18,159 New
SPC
33
Sigma Planning Corp
Michigan
$357K +$4.3K +227 +1%
AC
34
Addison Capital
Pennsylvania
$356K – – –
MA
35
Mutual Advisors
Nebraska
$349K – – –
SW
36
SkyOak Wealth
Michigan
$343K -$22.7K -1,199 -6%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$334K +$11.1K +588 +3%
GC
38
Guggenheim Capital
Illinois
$333K +$333K +17,565 New
SFS
39
Shaker Financial Services
Virginia
$331K +$331K +17,464 New
PAG
40
Private Advisor Group
New Jersey
$303K -$1.54K -81 -0.5%
CAN
41
Cetera Advisor Networks
California
$296K -$92.1K -4,856 -24%
AA
42
Apriem Advisors
California
$295K +$53.1K +2,800 +22%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$286K -$13.5K -713 -5%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$210K +$210K +11,102 New
WS
45
Wedbush Securities
California
$208K -$31.6K -1,667 -13%
ASN
46
Advisory Services Network
Georgia
$208K – – –
APA
47
American Portfolios Advisors
New York
$191K -$1.38K -73 -0.7%
FWM
48
Focused Wealth Management
New York
$164K +$2.84K +150 +2%
EWM
49
Edge Wealth Management
New York
$136K – – –
Citigroup
50
Citigroup
New York
$60K -$7.62K -400 -11%
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