DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

57 hedge funds and large institutions have $62.6M invested in DoubleLine Opportunistic Credit Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
57
Holders Change
-8
Holders Change %
-12.31%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$5.08M
2
GC
2
Guggenheim Capital
Illinois
$572K
3
Nomura Holdings
3
Nomura Holdings
Japan
$3.49M
4
FI
4
FormulaFolio Investments
Michigan
$347K
5
AFNAS
5
American Financial Network Advisory Services
California
$272K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.14M
2
SIA
2
Sit Investment Associates
Minnesota
$2.69M
3
LCM
3
Laurion Capital Management
New York
$0
4
LPL Financial
4
LPL Financial
California
$480K
5
SC
5
Scotia Capital
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$8K 400 -247 -38%
PFP
52
Pinnacle Financial Partners
Tennessee
$8K 378 – –
SWP
53
Stratos Wealth Partners
Ohio
$8K 400 +400 New
CT
54
CPF Texas
Texas
$6K 300 – –
CFA
55
Carroll Financial Associates
North Carolina
$4K 218 – –
FHA
56
Flagship Harbor Advisors
Massachusetts
$3K 136 +4 +3%
LCM
57
Laurion Capital Management
New York
– – -82,326 Closed
SC
58
Scotia Capital
Ontario, Canada
– – -23,449 Closed
Citadel Advisors
59
Citadel Advisors
Florida
– – -20,637 Closed
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
– – -16,958 Closed
CF
61
Centaurus Financial
California
– – -15,113 Closed
KCPG
62
Kavar Capital Partners Group
Kansas
– – -14,800 Closed
Ameriprise
63
Ameriprise
Minnesota
– – -14,270 Closed
BAS
64
Brown Advisory Securities
Maryland
– – -11,450 Closed
LA
65
LexAurum Advisors
Kansas
– – -9,665 Closed
JFA
66
JNBA Financial Advisors
Minnesota
– – -3,058 Closed
JCM
67
Jacobi Capital Management
Pennsylvania
$0 10 -1,694 -99%
BFEC
68
Benjamin F. Edwards & Company
Missouri
– – -1,130 Closed
SEI Investments
69
SEI Investments
Pennsylvania
– – -503 Closed
PCM
70
Peak Capital Management
Colorado
– – -287 Closed
BCA
71
Bay Colony Advisors
Massachusetts
– – -180 Closed
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -174 Closed
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