DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

37 hedge funds and large institutions have $60.6M invested in DoubleLine Opportunistic Credit Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$7.91M
2
HK
2
Horizon Kinetics
New York
$3.43M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.39M
4
GC
4
Guggenheim Capital
Illinois
$1.75M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.79M

Top Sellers

1
U
1
UBS
Switzerland
$11.5M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$954K
3
Morgan Stanley
3
Morgan Stanley
New York
$6.94M
4
CWM
4
Cabot Wealth Management
Massachusetts
$0
5
PCM
5
Prelude Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$11.5M 500,468 -280,411 -36%
BTS
2
BB&T Securities
Virginia
$7.91M 34,593 +24,358 +238%
Morgan Stanley
3
Morgan Stanley
New York
$6.94M 303,514 -37,902 -11%
NPC
4
National Planning Corporation
California
$6.09M 265,281 -18,380 -6%
HK
5
Horizon Kinetics
New York
$3.43M 149,714 +149,714 New
HighTower Advisors
6
HighTower Advisors
Illinois
$3.05M 133,479 +4,100 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.39M 104,265 +66,064 +173%
Deutsche Bank
8
Deutsche Bank
Germany
$1.79M 78,150 +41,685 +114%
Wells Fargo
9
Wells Fargo
California
$1.77M 77,541 -14,828 -16%
GC
10
Guggenheim Capital
Illinois
$1.75M 76,663 +55,580 +264%
FFA
11
First Foundation Advisors
California
$1.62M 70,949 -1,676 -2%
LPL Financial
12
LPL Financial
California
$1.41M 62,016 +5,158 +9%
Invesco
13
Invesco
Georgia
$1.17M 51,046 -1,835 -3%
HB
14
Homrich & Berg
Georgia
$1.08M 47,285 +19,705 +71%
Barclays
15
Barclays
United Kingdom
$990K 45,008 +14,738 +49%
JIP
16
Jaffetilchin Investment Partners
Florida
$954K 41,703 -48,514 -54%
AA
17
Apriem Advisors
California
$841K 36,766 +36,766 New
RJA
18
Raymond James & Associates
Florida
$723K 31,592 +31,592 New
MFS
19
MSI Financial Services
Massachusetts
$682K 29,811 +29,811 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$642K 28,046 -1,619 -5%
WS
21
Wedbush Securities
California
$630K 27,518 +8,050 +41%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$628K 27,450 +17,862 +186%
Bank of America
23
Bank of America
North Carolina
$456K 19,951 -10,031 -33%
SNC
24
Stifel Nicolaus & Co
Missouri
$415K 18,140 +500 +3%
KFS
25
KMS Financial Services
Washington
$378K 16,551 +7,304 +79%
1
2