DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

66 hedge funds and large institutions have $75.5M invested in DoubleLine Opportunistic Credit Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.02M
3
FM
3
Family Management
New York
$4.14M
4
FFA
4
First Foundation Advisors
California
$3.3M
5
LGWM
5
Litman Gregory Wealth Management
California
$505K

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$0
2
HKAM
2
Horizon Kinetics Asset Management
New York
$7.14M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$271K
5
VHAM
5
Van Hulzen Asset Management
California
$522K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$17K -$30.6K -1,800 -64%
RIA
52
RPG Investment Advisory
California
$17K – – –
IAS
53
IMA Advisory Services
Colorado
$17K – – –
AIC
54
Ameritas Investment Company
Nebraska
$15K +$15K +869 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
IF
56
Ironwood Financial
Arizona
$9K – – –
NFG
57
Next Financial Group
Texas
$8K – – –
PFP
58
Pinnacle Financial Partners
Tennessee
$6K – – –
RCM
59
Robinson Capital Management
Michigan
$6K – – –
VFA
60
Valeo Financial Advisors
Indiana
$6K +$147 +8 +3%
CI
61
CX Institutional
Indiana
$5K – – –
EIP
62
Ellis Investment Partners
Pennsylvania
$3K +$15 +1 +0.5%
TFS
63
TrustCore Financial Services
Tennessee
$2K – – –
FWM
64
Filbrandt Wealth Management
Wisconsin
$1K +$1K +30 New
AWA
65
Arkadios Wealth Advisors
Georgia
$684 – – –
OA
66
Oxbow Advisors
Texas
– -$2.79M -135,101 Closed
SFS
67
Shaker Financial Services
Virginia
– -$1M -48,653 Closed
GC
68
Guggenheim Capital
Illinois
– -$467K -22,636 Closed
PAS
69
Park Avenue Securities
New York
– -$417K -20,226 Closed
ACM
70
Adalta Capital Management
New York
– -$325K -15,765 Closed
LWAC
71
Laurel Wealth Advisors (California)
California
– -$284K -13,752 Closed
FIA
72
FNY Investment Advisers
New York
– -$259K -12,583 Closed
AWM
73
Avior Wealth Management
Nebraska
– -$96K -4,653 Closed
IWP
74
IAG Wealth Partners
Wisconsin
– -$87K -4,202 Closed
WT
75
Whittier Trust
California
– -$6K -278 Closed
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3
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