DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

62 hedge funds and large institutions have $84.4M invested in DoubleLine Opportunistic Credit Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
22
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$1.21M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
AC
3
Addison Capital
Pennsylvania
$596K
4
GC
4
Guggenheim Capital
Illinois
$313K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.39M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$2.66M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
Squarepoint
4
Squarepoint
New York
$0
5
DA
5
Doliver Advisors
Texas
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$80K – – –
JFA
52
JNBA Financial Advisors
Minnesota
$73K – – –
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50K -$34.2K -1,447 -41%
IA
54
IFP Advisors
Florida
$44K -$137K -5,740 -76%
AG
55
Advisor Group
Arizona
$41K -$4.49K -190 -10%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$39K +$266 +11 +0.7%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$25K – – –
DADC
58
D.A. Davidson & Co
Montana
$25K – – –
IF
59
Ironwood Financial
Arizona
$12K – – –
PCM
60
Penserra Capital Management
California
$8K +$2.52K +112 +46%
CFA
61
Carroll Financial Associates
North Carolina
$5K – – –
WEC
62
Winslow Evans & Crocker
Massachusetts
$2.39K – – –
LCM
63
Laurion Capital Management
New York
– -$3.21M -138,874 Closed
Bank of New York Mellon
64
Bank of New York Mellon
New York
– -$540K -23,376 Closed
Squarepoint
65
Squarepoint
New York
– -$470K -20,350 Closed
WP
66
WealthSource Partners
California
– -$415K -17,964 Closed
VKH
67
Virtu KCG Holdings
New York
– -$413K -17,888 Closed
WAM
68
Weiss Asset Management
Massachusetts
– -$370K -16,025 Closed
AI
69
Atria Investments
North Carolina
– -$356K -15,392 Closed
SWP
70
Stratos Wealth Partners
Ohio
– -$202K -8,750 Closed
AA
71
Ancora Advisors
Ohio
– -$109K -4,700 Closed
M
72
MOTCO
Texas
– -$31K -1,333 Closed
ACS
73
Archford Capital Strategies
Illinois
– -$8K -373 Closed
SIG
74
Stanford Investment Group
California
– -$7K -300 Closed
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