DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

68 hedge funds and large institutions have $80.6M invested in DoubleLine Opportunistic Credit Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
LPL Financial
2
LPL Financial
California
$1.29M
3
PAG
3
Private Advisor Group
New Jersey
$573K
4
RJA
4
Raymond James & Associates
Florida
$1.95M
5
VF
5
Virtu Financial
New York
$231K

Top Sellers

1
NPC
1
National Planning Corporation
California
$0
2
ACM
2
Alethea Capital Management
Washington
$0
3
PCM
3
Peak Capital Management
Colorado
$426K
4
AA
4
Apriem Advisors
California
$6.64M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
ArchPoint Investors
Florida
$131K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$96K – – –
Citigroup
53
Citigroup
New York
$87K – – –
JFA
54
JNBA Financial Advisors
Minnesota
$74K – – –
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71K +$1.08K +45 +2%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$40K +$809 +34 +2%
RIA
57
RPG Investment Advisory
California
$38K +$754 +31 +2%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$28K +$3.29K +138 +13%
IA
59
IFP Advisors
Florida
$25K -$19.1K -800 -43%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$23K +$23K +937 New
IF
61
Ironwood Financial
Arizona
$12K – – –
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K – – –
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
CFA
64
Carroll Financial Associates
North Carolina
$5K – – –
PCM
65
Penserra Capital Management
California
$4K -$4.15K -199 -51%
WEC
66
Winslow Evans & Crocker
Massachusetts
$2.4K – – –
GBBWRPM
67
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K +$2K +112 New
SEI Investments
68
SEI Investments
Pennsylvania
$1K +$1K +27 New
NPC
69
National Planning Corporation
California
– -$753K -28,970 Closed
ACM
70
Alethea Capital Management
Washington
– -$700K -27,751 Closed
VWA
71
V Wealth Advisors
Kansas
– -$73K -2,848 Closed
DADC
72
D.A. Davidson & Co
Montana
– -$26K -1,059 Closed
TWA
73
TCI Wealth Advisors
Arizona
– -$7K -279 Closed
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