DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

73 hedge funds and large institutions have $87.4M invested in DoubleLine Opportunistic Credit Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aviance Capital Partners
Florida
$3.59M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.36M
3
SIA
3
Sit Investment Associates
Minnesota
$8.28M
4
Invesco
4
Invesco
Georgia
$2.92M
5
FM
5
Family Management
New York
$3.35M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.66M
3
GC
3
Guggenheim Capital
Illinois
$467K
4
KCPG
4
Kavar Capital Partners Group
Kansas
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
51
Focused Wealth Management
New York
$174K – – –
EWM
52
Edge Wealth Management
New York
$149K – – –
AWM
53
Avior Wealth Management
Nebraska
$96K +$96K +4,653 New
IWP
54
IAG Wealth Partners
Wisconsin
$87K +$87K +4,202 New
Citigroup
55
Citigroup
New York
$86K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$58K +$58K +2,800 New
JFA
57
JNBA Financial Advisors
Minnesota
$47K – – –
IAS
58
IMA Advisory Services
Colorado
$21K – – –
RIA
59
RPG Investment Advisory
California
$21K – – –
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
IF
61
Ironwood Financial
Arizona
$10K – – –
NFG
62
Next Financial Group
Texas
$9K +$9K +450 New
PFP
63
Pinnacle Financial Partners
Tennessee
$8K +$8K +378 New
RCM
64
Robinson Capital Management
Michigan
$7K -$23.9K -1,160 -77%
VFA
65
Valeo Financial Advisors
Indiana
$7K +$7K +318 New
CI
66
CX Institutional
Indiana
$6K – – –
WT
67
Whittier Trust
California
$6K – – –
EFSCE
68
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
EIP
69
Ellis Investment Partners
Pennsylvania
$4K – – –
TFS
70
TrustCore Financial Services
Tennessee
$2K – – –
AWA
71
Arkadios Wealth Advisors
Georgia
$836 +$836 +40 New
KCPG
72
Kavar Capital Partners Group
Kansas
– -$260K -12,550 Closed
RJFSA
73
Raymond James Financial Services Advisors
Florida
– -$255K -12,294 Closed
WA
74
Winfield Associates
Ohio
– -$218K -10,525 Closed
APSP
75
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$37K -1,774 Closed
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