DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

67 hedge funds and large institutions have $84.6M invested in DoubleLine Opportunistic Credit Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFS
Essex Financial Services
Connecticut
$853K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$646K
3
JG
Jefferies Group
New York
$324K
4
AG
Advisor Group
Arizona
$281K
5
Bank of America
Bank of America
North Carolina
$3.05M

Top Sellers

1
LPL Financial
LPL Financial
California
$821K
2
SIA
Sit Investment Associates
Minnesota
$0
3
DA
Doliver Advisors
Texas
$815K
4
CCP
Clough Capital Partners
Massachusetts
$0
5
IHL
Investment House LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$101K – – –
Citigroup
52
Citigroup
New York
$91K +$6.72K +267 +8%
JFA
53
JNBA Financial Advisors
Minnesota
$77K – – –
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73K +$20K +798 +38%
VWA
55
V Wealth Advisors
Kansas
$73K +$73K +2,848 New
IA
56
IFP Advisors
Florida
$47K – – –
BFEC
57
Benjamin F. Edwards & Company
Missouri
$42K +$841 +33 +2%
RIA
58
RPG Investment Advisory
California
$39K +$39K +1,531 New
DADC
59
D.A. Davidson & Co
Montana
$26K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
IF
61
Ironwood Financial
Arizona
$13K – – –
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K +$12.1K +480 New
PCM
63
Penserra Capital Management
California
$9K +$806 +35 +10%
TWA
64
TCI Wealth Advisors
Arizona
$7K +$7K +279 New
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +250 New
CFA
66
Carroll Financial Associates
North Carolina
$5K – – –
WEC
67
Winslow Evans & Crocker
Massachusetts
$2.52K – – –
SIA
68
Sit Investment Associates
Minnesota
– -$1.4M -58,790 Closed
CCP
69
Clough Capital Partners
Massachusetts
– -$702K -29,420 Closed
IHL
70
Investment House LLC
California
– -$270K -11,325 Closed
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