DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

67 hedge funds and large institutions have $109M invested in DoubleLine Opportunistic Credit Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.89M
2
SIA
2
Sit Investment Associates
Minnesota
$35.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.63M
4
GC
4
Guggenheim Capital
Illinois
$1.06M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$399K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$5.22M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$609K
3
Ameriprise
3
Ameriprise
Minnesota
$1.42M
4
UBS Group
4
UBS Group
Switzerland
$3.38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
51
Robinson Capital Management
Michigan
$106K 5,435 +5,095 +1,499%
FIA
52
FNY Investment Advisers
New York
$99K 5,063 +5,063 New
TF
53
Tompkins Financial
New York
$49K 2,500 +2,500 New
JFA
54
JNBA Financial Advisors
Minnesota
$45K 2,267 – –
CCC
55
Crescent Capital Consulting
Louisiana
$39K 2,000 +2,000 New
CFGS
56
Concourse Financial Group Securities
Alabama
$20K 1,000 – –
IAS
57
IMA Advisory Services
Colorado
$20K 1,000 – –
NFG
58
Next Financial Group
Texas
$17K 857 +407 +90%
SFS
59
Sowell Financial Services
Arkansas
$16K 789 +789 New
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$12K 600 – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$12K 600 +600 New
IF
62
Ironwood Financial
Arizona
$10K 500 – –
PFP
63
Pinnacle Financial Partners
Tennessee
$7K 378 – –
CI
64
CX Institutional
Indiana
$6K 300 – –
EIP
65
Ellis Investment Partners
Pennsylvania
$4K 216 +8 +4%
AWA
66
Arkadios Wealth Advisors
Georgia
$3K 187 +187 New
WS
67
Wedbush Securities
California
– – -11,012 Closed
CPW
68
Catalyst Private Wealth
California
– – -4,706 Closed
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
– – -2,000 Closed
RIA
70
RPG Investment Advisory
California
– – -1,001 Closed
Barclays
71
Barclays
United Kingdom
– – -19 Closed
JCM
72
Jacobi Capital Management
Pennsylvania
$0 5 – –
1 2
3