DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

69 hedge funds and large institutions have $85.9M invested in DoubleLine Opportunistic Credit Fund in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
22
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Apriem Advisors
California
$6.64M
2
LCM
2
Laurion Capital Management
New York
$3.21M
3
VHAM
3
Van Hulzen Asset Management
California
$3.23M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.9M
5
DA
5
Doliver Advisors
Texas
$1.92M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.71M
2
WP
2
WealthSource Partners
California
$415K
3
CAN
3
Cetera Advisor Networks
California
$2.06M
4
LPL Financial
4
LPL Financial
California
$4.06M
5
UBS Group
5
UBS Group
Switzerland
$9.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$202K -$40.4K -1,750 -17%
IA
52
IFP Advisors
Florida
$175K +$127K +5,500 +264%
AA
53
Ancora Advisors
Ohio
$109K +$109K +4,700 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$92K +$92K +4,000 New
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82K -$145K -6,296 -64%
Citigroup
56
Citigroup
New York
$77K +$44.5K +1,934 +137%
MFS
57
MSI Financial Services
Massachusetts
$74K +$1.21K +52 +2%
JFA
58
JNBA Financial Advisors
Minnesota
$71K +$71K +3,058 New
AG
59
Advisor Group
Arizona
$44K -$7.31K -320 -14%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$37K +$37K +1,604 New
M
61
MOTCO
Texas
$31K +$31K +1,333 New
DADC
62
D.A. Davidson & Co
Montana
$24K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$24K +$24K +1,038 New
IF
64
Ironwood Financial
Arizona
$12K – – –
ACS
65
Archford Capital Strategies
Illinois
$8K +$8K +373 New
SIG
66
Stanford Investment Group
California
$7K – – –
CFA
67
Carroll Financial Associates
North Carolina
$5K – – –
PCM
68
Penserra Capital Management
California
$5K +$553 +27 +12%
WEC
69
Winslow Evans & Crocker
Massachusetts
$2.31K – – –
CIBC World Market
70
CIBC World Market
Ontario, Canada
– -$1.08M -42,027 Closed
Creative Planning
71
Creative Planning
Kansas
– -$480K -18,708 Closed
HCM
72
Hollencrest Capital Management
California
– -$320K -12,478 Closed
CWM
73
Concert Wealth Management
California
– -$225K -8,739 Closed
WTC
74
WhitTier Trust Company
Nevada
– -$78K -3,051 Closed
CAW
75
Cornerstone Advisors (Washington)
Washington
– -$39K -1,500 Closed
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