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DBL

DoubleLine Opportunistic Credit Fund
DBL

35 hedge funds and large institutions have $57.2M invested in DoubleLine Opportunistic Credit Fund in 2013 Q2 according to their latest regulatory filings, with 35 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

15.57% more ownership

Funds ownership: 0% → 15.57% (+16%)

Holders
35
Holders Change
+35
Holders Change %
–
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$19.6M +$20.8M +780,879 New
Morgan Stanley
2
Morgan Stanley
New York
$8.55M +$9.09M +341,416 New
NPC
3
National Planning Corporation
California
$7.11M +$7.55M +283,661 New
HighTower Advisors
4
HighTower Advisors
Illinois
$3.24M +$3.45M +129,379 New
Wells Fargo
5
Wells Fargo
California
$2.31M +$2.46M +92,369 New
JIP
6
Jaffetilchin Investment Partners
Florida
$2.26M +$2.4M +90,217 New
FFA
7
First Foundation Advisors
California
$1.82M +$1.93M +72,625 New
LPL Financial
8
LPL Financial
California
$1.42M +$1.51M +56,858 New
Invesco
9
Invesco
Georgia
$1.32M +$1.41M +52,881 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$957K +$1.02M +38,201 New
Deutsche Bank
11
Deutsche Bank
Germany
$913K +$971K +36,465 New
Barclays
12
Barclays
United Kingdom
$758K +$806K +30,270 New
Bank of America
13
Bank of America
North Carolina
$751K +$798K +29,982 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$743K +$790K +29,665 New
HB
15
Homrich & Berg
Georgia
$691K +$734K +27,580 New
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$650K +$691K +25,957 New
GC
17
Guggenheim Capital
Illinois
$528K +$561K +21,083 New
CWM
18
Cabot Wealth Management
Massachusetts
$511K +$543K +20,395 New
WS
19
Wedbush Securities
California
$488K +$518K +19,468 New
SNC
20
Stifel Nicolaus & Co
Missouri
$442K +$470K +17,640 New
PCM
21
Prelude Capital Management
New York
$425K +$451K +16,954 New
JIC
22
Joel Isaacson & Co
New York
$359K +$382K +14,336 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$256K +$272K +10,208 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$240K +$255K +9,588 New
KFS
25
KMS Financial Services
Washington
$232K +$246K +9,247 New
1
2

DBL Hedge Fund Activity: Q2 2013 in Review

35 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Credit Fund (DBL) for Q2 2013, worth a combined $57.2M.

Buyers outnumbered sellers: 35 funds opened new DBL positions and 0 closed out — a net gain of 35 holders — while 0 added to existing stakes and 0 trimmed.

  • 35 institutional investors held DoubleLine Opportunistic Credit Fund (DBL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $57.2M of DoubleLine Opportunistic Credit Fund stock for Q2 2013.
  • 35 funds opened new DoubleLine Opportunistic Credit Fund positions in Q2 2013 and 0 closed out, a net change of +35 holders.

Based on aggregated 13F filings for Q2 2013.