DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

64 hedge funds and large institutions have $73.7M invested in DoubleLine Opportunistic Credit Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
17
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.11M
2
AI
2
ArchPoint Investors
Florida
$3.21M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.73M
4
Nomura Holdings
4
Nomura Holdings
Japan
$5.74M
5
SIA
5
Sit Investment Associates
Minnesota
$4.22M

Top Sellers

1
IP
1
Intellectus Partners
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.25M
3
VHAM
3
Van Hulzen Asset Management
California
$1.29M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
EFS
5
Essex Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$52.9K +$2.81K +148 +6%
JFA
52
JNBA Financial Advisors
Minnesota
$52K +$52K +2,719 New
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$9.55K +500 +83%
RIA
54
RPG Investment Advisory
California
$19K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$18K -$27K -1,500 -60%
WT
56
Whittier Trust
California
$12K -$28.3K -1,487 -70%
IF
57
Ironwood Financial
Arizona
$9K – – –
IA
58
IFP Advisors
Florida
$8K – – –
EWM
59
Executive Wealth Management
Michigan
$8K +$8K +400 New
CI
60
CX Institutional
Indiana
$6K +$6K +300 New
CFA
61
Carroll Financial Associates
North Carolina
$4K – – –
FHA
62
Flagship Harbor Advisors
Massachusetts
$2K +$43 +3 +2%
IP
63
Intellectus Partners
California
– -$1.74M -84,395 Closed
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
– -$554K -26,965 Closed
EFS
65
Essex Financial Services
Connecticut
– -$466K -23,056 Closed
PAG
66
Private Advisor Group
New Jersey
– -$324K -15,737 Closed
WS
67
Wedbush Securities
California
– -$310K -15,091 Closed
AFNAS
68
American Financial Network Advisory Services
California
– -$272K -13,200 Closed
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
– -$211K -10,268 Closed
MWPCG
70
Measured Wealth Private Client Group
New Hampshire
– -$130K -6,344 Closed
KF
71
Krilogy Financial
Missouri
– -$88K -4,300 Closed
NMC
72
Nine Masts Capital
Hong Kong
– -$53K -2,600 Closed
SWP
73
Stratos Wealth Partners
Ohio
– -$8K -400 Closed
PFP
74
Pinnacle Financial Partners
Tennessee
– -$8K -378 Closed
1 2
3