DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

65 hedge funds and large institutions have $74.6M invested in DoubleLine Opportunistic Credit Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.24M
2
LCM
2
Laurion Capital Management
New York
$2.18M
3
RCM
3
Robinson Capital Management
Michigan
$1.79M
4
Bank of America
4
Bank of America
North Carolina
$3.63M
5
LPL Financial
5
LPL Financial
California
$1.74M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.27M
2
CAN
2
Cetera Advisor Networks
California
$0
3
UBS Group
3
UBS Group
Switzerland
$6.55M
4
FFA
4
First Foundation Advisors
California
$0
5
AFNAS
5
American Financial Network Advisory Services
California
$285
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
51
Whittier Trust
California
$54K +$8.42K +392 +18%
JCM
52
Jacobi Capital Management
Pennsylvania
$41K -$21.6K -985 -34%
SWP
53
Stratos Wealth Partners
Ohio
$36K -$43.6K -2,000 -55%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$24K -$12.1K -569 -33%
IA
55
IFP Advisors
Florida
$23K – – –
RIA
56
RPG Investment Advisory
California
$22K -$13.1K -595 -37%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$21K +$492 +23 +2%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K -$26.3K -1,214 -69%
IF
59
Ironwood Financial
Arizona
$11K – – –
ACS
60
Archford Capital Strategies
Illinois
$8K +$8K +373 New
PFP
61
Pinnacle Financial Partners
Tennessee
$8K +$8K +378 New
CT
62
CPF Texas
Texas
$6K – – –
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
CFA
64
Carroll Financial Associates
North Carolina
$4K – – –
AFNAS
65
American Financial Network Advisory Services
California
$285 -$627K -13,194 -100%
CAN
66
Cetera Advisor Networks
California
– -$1.58M -70,983 Closed
SI
67
SII Investments
Wisconsin
– -$1.48M -66,437 Closed
FFA
68
First Foundation Advisors
California
– -$645K -29,078 Closed
DA
69
Doliver Advisors
Texas
– -$476K -21,435 Closed
PCM
70
Peak Capital Management
Colorado
– -$426K -17,712 Closed
CCP
71
Clough Capital Partners
Massachusetts
– -$377K -17,000 Closed
HB
72
Homrich & Berg
Georgia
– -$265K -11,922 Closed
Squarepoint
73
Squarepoint
New York
– -$241K -10,867 Closed
WAM
74
Wolverine Asset Management
Illinois
– -$232K -10,466 Closed
CA
75
Calton & Associates
Florida
– -$101K -4,726 Closed
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3
4