DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

68 hedge funds and large institutions have $80.2M invested in DoubleLine Opportunistic Credit Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.2M
2
UBS Group
2
UBS Group
Switzerland
$7.26M
3
FM
3
Family Management
New York
$2.03M
4
SIA
4
Sit Investment Associates
Minnesota
$6.88M
5
PAG
5
Private Advisor Group
New Jersey
$254K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$1M
3
RCM
3
Robinson Capital Management
Michigan
$83K
4
Bank of America
4
Bank of America
North Carolina
$8.36M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
51
RPG Investment Advisory
California
$21K 1,001 – –
CFGS
52
Concourse Financial Group Securities
Alabama
$21K 1,000 – –
SIS
53
Sound Income Strategies
Florida
$19K 913 +913 New
CFB
54
Cullen/Frost Bankers
Texas
$14K 670 -764 -53%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$13K 600 -500 -45%
IF
56
Ironwood Financial
Arizona
$10K 500 – –
US Bancorp
57
US Bancorp
Minnesota
$10K 500 +500 New
EWM
58
Executive Wealth Management
Michigan
$8K 402 +2 +0.5%
CI
59
CX Institutional
Indiana
$6K 300 – –
WT
60
Whittier Trust
California
$6K 278 – –
EFSCE
61
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 234 – –
CFA
62
Carroll Financial Associates
North Carolina
$4K 218 – –
EIP
63
Ellis Investment Partners
Pennsylvania
$4K 200 +200 New
BWM
64
BerganKDV Wealth Management
Minnesota
$3K 152 +152 New
TFS
65
TrustCore Financial Services
Tennessee
$2K 101 – –
TJHA
66
Thomas J. Herzfeld Advisors
Florida
$1K 56 – –
SFS
67
Shaker Financial Services
Virginia
– – -134,233 Closed
WAM
68
Wolverine Asset Management
Illinois
– – -27,816 Closed
PAS
69
Park Avenue Securities
New York
– – -13,352 Closed
KCPG
70
Kavar Capital Partners Group
Kansas
– – -12,550 Closed
SWM
71
SeaCrest Wealth Management
New York
– – -2,203 Closed
PFP
72
Pinnacle Financial Partners
Tennessee
– – -378 Closed
BFEC
73
Benjamin F. Edwards & Company
Missouri
– – -300 Closed
FHA
74
Flagship Harbor Advisors
Massachusetts
– – -141 Closed
JCM
75
Jacobi Capital Management
Pennsylvania
$0 11 – –
1 2
3
4