DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

71 hedge funds and large institutions have $72.9M invested in DoubleLine Opportunistic Credit Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.24M
2
MIG
2
Mariner Investment Group
New York
$748K
3
AG
3
Advisor Group
Arizona
$744K
4
CCP
4
Clough Capital Partners
Massachusetts
$377K
5
KCPG
5
Kavar Capital Partners Group
Kansas
$301K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.44M
2
HK
2
Horizon Kinetics
New York
$8.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
4
PAS
4
Partnervest Advisory Services
California
$0
5
LPL Financial
5
LPL Financial
California
$824K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$209K 9,418 +700 +8%
Citigroup
52
Citigroup
New York
$125K 5,617 +2,000 +55%
CA
53
Calton & Associates
Florida
$101K 4,726 +4,726 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$89K 4,000 – –
SWP
55
Stratos Wealth Partners
Ohio
$81K 3,650 +3,650 New
JFA
56
JNBA Financial Advisors
Minnesota
$68K 3,058 – –
JCM
57
Jacobi Capital Management
Pennsylvania
$63K 2,859 -4,349 -60%
APA
58
American Portfolios Advisors
New York
$56.1K 2,529 +2,529 New
WT
59
Whittier Trust
California
$47K 2,123 -13,926 -87%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K 1,768 -1,189 -40%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$38K 1,699 +17 +1%
RIA
62
RPG Investment Advisory
California
$35K 1,596 +34 +2%
IA
63
IFP Advisors
Florida
$23K 1,047 – –
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$21K 958 +21 +2%
SPI
65
Santori & Peters Inc
Pennsylvania
$13K 632 +632 New
IF
66
Ironwood Financial
Arizona
$11K 500 – –
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7K 480 – –
CT
68
CPF Texas
Texas
$7K 300 +300 New
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$6K 250 – –
CFA
70
Carroll Financial Associates
North Carolina
$4K 218 – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$3K 138 -1,038 -88%
PAS
72
Partnervest Advisory Services
California
– – -15,409 Closed
Stifel Financial
73
Stifel Financial
Missouri
– – -11,307 Closed
AIP
74
Ahrens Investment Partners
Louisiana
– – -9,900 Closed
VF
75
Virtu Financial
New York
– – -9,604 Closed
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