DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

63 hedge funds and large institutions have $96.5M invested in DoubleLine Opportunistic Credit Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.09M
2
SFS
Shaker Financial Services
Virginia
+$1.23M
3
ACP
Aviance Capital Partners
Florida
+$903K
4
Wells Fargo
Wells Fargo
California
+$473K
5
LGWM
Litman Gregory Wealth Management
California
+$337K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.72M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$820K
3
HKAM
Horizon Kinetics Asset Management
New York
-$618K
4
AI
ArchPoint Investors
Florida
-$608K
5
Stifel Financial
Stifel Financial
Missouri
-$602K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$629K +$294K +15,418 +88%
VHAM
27
Van Hulzen Asset Management
California
$582K -$5.72K -300 -1%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$535K -$11K -570 -2%
AA
29
Apriem Advisors
California
$509K +$213K +11,150 +72%
Osaic Holdings
30
Osaic Holdings
Arizona
$480K -$9.31K -488 -2%
Truist Financial
31
Truist Financial
North Carolina
$417K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$396K +$108K +5,690 +38%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$377K – – –
SPC
34
Sigma Planning Corp
Michigan
$360K +$496 +26 +0.1%
MA
35
Mutual Advisors
Nebraska
$351K – – –
AC
36
Addison Capital
Pennsylvania
$349K -$9.54K -500 -3%
KAS
37
Kestra Advisory Services
Texas
$322K +$322K +16,889 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$312K -$24K -1,260 -7%
PAG
39
Private Advisor Group
New Jersey
$305K +$952 +50 +0.3%
Stifel Financial
40
Stifel Financial
Missouri
$295K -$602K -31,598 -67%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$228K +$16.8K +884 +8%
SW
42
SkyOak Wealth
Michigan
$227K -$118K -6,206 -34%
WS
43
Wedbush Securities
California
$210K +$610 +32 +0.3%
ASN
44
Advisory Services Network
Georgia
$206K -$3.82K -200 -2%
KCPG
45
Kavar Capital Partners Group
Kansas
$196K +$196K +10,300 New
APA
46
American Portfolios Advisors
New York
$188K -$4.1K -215 -2%
FWM
47
Focused Wealth Management
New York
$168K +$2.9K +152 +2%
CPW
48
Catalyst Private Wealth
California
$90K +$90K +4,706 New
Citigroup
49
Citigroup
New York
$70K +$10K +525 +17%
JFA
50
JNBA Financial Advisors
Minnesota
$43K – – –
1
2
3