DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

67 hedge funds and large institutions have $109M invested in DoubleLine Opportunistic Credit Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.89M
2
SIA
2
Sit Investment Associates
Minnesota
$35.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.63M
4
GC
4
Guggenheim Capital
Illinois
$1.06M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$399K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$5.22M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$609K
3
Ameriprise
3
Ameriprise
Minnesota
$1.42M
4
UBS Group
4
UBS Group
Switzerland
$3.38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$757K 38,533 +3,261 +9%
PAS
27
Park Avenue Securities
New York
$745K 37,902 +2,866 +8%
AA
28
Apriem Advisors
California
$646K 32,900 +6,200 +23%
HighTower Advisors
29
HighTower Advisors
Illinois
$609K 30,950 -22,855 -42%
VHAM
30
Van Hulzen Asset Management
California
$584K 29,722 -800 -3%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$554K 28,200 +370 +1%
KAS
32
Kestra Advisory Services
Texas
$472K 24,216 +7,327 +43%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$452K 23,027 +2,225 +11%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$427K 21,719 +9,733 +81%
Citigroup
35
Citigroup
New York
$407K 20,713 +17,038 +464%
BHWA
36
Beacon Harbor Wealth Advisors
Virginia
$399K 20,300 +20,300 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$372K 18,956 -820 -4%
MA
38
Mutual Advisors
Nebraska
$362K 18,399 – –
SPC
39
Sigma Planning Corp
Michigan
$353K 17,974 -892 -5%
Truist Financial
40
Truist Financial
North Carolina
$312K 15,859 -6,014 -27%
AC
41
Addison Capital
Pennsylvania
$281K 14,300 -4,000 -22%
Stifel Financial
42
Stifel Financial
Missouri
$281K 14,310 -1,176 -8%
Osaic Holdings
43
Osaic Holdings
Arizona
$268K 13,603 -11,558 -46%
SW
44
SkyOak Wealth
Michigan
$236K 11,994 +100 +0.8%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$234K 11,923 -4,474 -27%
PAG
46
Private Advisor Group
New Jersey
$228K 11,621 -4,400 -27%
ASN
47
Advisory Services Network
Georgia
$206K 10,490 -300 -3%
KCPG
48
Kavar Capital Partners Group
Kansas
$202K 10,300 – –
APA
49
American Portfolios Advisors
New York
$195K 9,917 +52 +0.5%
FWM
50
Focused Wealth Management
New York
$177K 8,985 +163 +2%
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