DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

69 hedge funds and large institutions have $83.8M invested in DoubleLine Opportunistic Credit Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aviance Capital Partners
Florida
$1.96M
2
SFS
2
Shaker Financial Services
Virginia
$1.08M
3
FM
3
Family Management
New York
$2.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.95M
5
Bank of America
5
Bank of America
North Carolina
$8.84M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$2.61M
2
UBS Group
2
UBS Group
Switzerland
$6.78M
3
JIC
3
Joel Isaacson & Co
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$137K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.25M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
51
Edge Wealth Management
New York
$149K 7,200 – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$137K 6,600 -7,601 -54%
Citigroup
53
Citigroup
New York
$86K 4,150 -400 -9%
APA
54
American Portfolios Advisors
New York
$54.3K 2,621 -75 -3%
JFA
55
JNBA Financial Advisors
Minnesota
$47K 2,267 -452 -17%
APSP
56
Asset Planning Services (Pennsylvania)
Pennsylvania
$37K 1,774 +1,774 New
RCM
57
Robinson Capital Management
Michigan
$31K 1,500 -2,500 -63%
RIA
58
RPG Investment Advisory
California
$21K 1,001 – –
IAS
59
IMA Advisory Services
Colorado
$21K 1,000 +1,000 New
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$12K 600 – –
BWM
61
BerganKDV Wealth Management
Minnesota
$11K 533 +381 +251%
IF
62
Ironwood Financial
Arizona
$10K 500 – –
CI
63
CX Institutional
Indiana
$6K 300 – –
WT
64
Whittier Trust
California
$6K 278 – –
EFSCE
65
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 234 – –
EIP
66
Ellis Investment Partners
Pennsylvania
$4K 200 – –
TFS
67
TrustCore Financial Services
Tennessee
$2K 101 – –
JIC
68
Joel Isaacson & Co
New York
– – -16,667 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
– – -1,000 Closed
SIS
70
Sound Income Strategies
Florida
– – -913 Closed
CFB
71
Cullen/Frost Bankers
Texas
– – -670 Closed
US Bancorp
72
US Bancorp
Minnesota
– – -500 Closed
EWM
73
Executive Wealth Management
Michigan
– – -402 Closed
CFA
74
Carroll Financial Associates
North Carolina
– – -218 Closed
TJHA
75
Thomas J. Herzfeld Advisors
Florida
– – -56 Closed
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3
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