DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

64 hedge funds and large institutions have $90.6M invested in DoubleLine Opportunistic Credit Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$13M
2
SAM
Secure Asset Management
Michigan
+$1.02M
3
Ameriprise
Ameriprise
Minnesota
+$940K
4
ACP
Aviance Capital Partners
Florida
+$591K
5
PAS
Park Avenue Securities
New York
+$589K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$34.8M
2
Morgan Stanley
Morgan Stanley
New York
-$5.91M
3
Bank of America
Bank of America
North Carolina
-$2.55M
4
HKAM
Horizon Kinetics Asset Management
New York
-$499K
5
UBS Group
UBS Group
Switzerland
-$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
51
JNBA Financial Advisors
Minnesota
$43K – – –
FANJ
52
Financial Architects (New Jersey)
New Jersey
$37K +$37K +1,970 New
LC
53
Lindbrook Capital
California
$28K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$19K – – –
IAS
55
IMA Advisory Services
Colorado
$19K – – –
RIA
56
RPG Investment Advisory
California
$19K – – –
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
IF
58
Ironwood Financial
Arizona
$9K – – –
PFP
59
Pinnacle Financial Partners
Tennessee
$7K – – –
CI
60
CX Institutional
Indiana
$6K – – –
RCM
61
Robinson Capital Management
Michigan
$6K – – –
VFA
62
Valeo Financial Advisors
Indiana
$6K +$73 +4 +1%
EIP
63
Ellis Investment Partners
Pennsylvania
$3K +$44 +3 +1%
LCM
64
Landscape Capital Management
New Jersey
– -$222K -12,995 Closed
LNC
65
Lincoln National Corp
Pennsylvania
– -$176K -10,316 Closed
WAM
66
Wolverine Asset Management
Illinois
– -$75K -4,416 Closed
AIC
67
Ameritas Investment Company
Nebraska
– -$15K -869 Closed
NFG
68
Next Financial Group
Texas
– -$8K -450 Closed
TFS
69
TrustCore Financial Services
Tennessee
– -$2K -101 Closed
AWA
70
Arkadios Wealth Advisors
Georgia
– -$684 -40 Closed
FWM
71
Filbrandt Wealth Management
Wisconsin
– -$1K -30 Closed
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