DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

51 hedge funds and large institutions have $64.8M invested in DoubleLine Opportunistic Credit Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HK
1
Horizon Kinetics
New York
$9.19M
2
BTS
2
BB&T Securities
Virginia
$9.44M
3
Wells Fargo
3
Wells Fargo
California
$2.96M
4
JG
4
Jefferies Group
New York
$539K
5
AA
5
Apriem Advisors
California
$2.24M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$4.32M
2
NPC
2
National Planning Corporation
California
$2.03M
3
PP
3
Paloma Partners
Connecticut
$0
4
JIP
4
Jaffetilchin Investment Partners
Florida
$0
5
U
5
UBS
Switzerland
$6.59M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$9.44M 40,761 +4,532 +13%
HK
2
Horizon Kinetics
New York
$9.19M 397,062 +123,634 +45%
U
3
UBS
Switzerland
$6.59M 284,533 -47,620 -14%
Morgan Stanley
4
Morgan Stanley
New York
$5.13M 221,740 -42,049 -16%
GC
5
Guggenheim Capital
Illinois
$4.32M 186,799 -199,812 -52%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.14M 135,424 -7,850 -5%
Wells Fargo
7
Wells Fargo
California
$2.96M 127,738 +34,180 +37%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.31M 99,921 -1,782 -2%
AA
9
Apriem Advisors
California
$2.24M 96,691 +20,490 +27%
NPC
10
National Planning Corporation
California
$2.03M 88,877 -99,901 -53%
RJA
11
Raymond James & Associates
Florida
$2.01M 86,655 +18,678 +27%
Invesco
12
Invesco
Georgia
$1.3M 56,238 +2,477 +5%
HB
13
Homrich & Berg
Georgia
$1.07M 46,211 -981 -2%
FFA
14
First Foundation Advisors
California
$983K 42,450 -17,004 -29%
Deutsche Bank
15
Deutsche Bank
Germany
$983K 42,475 +7,375 +21%
AI
16
ArchPoint Investors
Florida
$827K 35,720 – –
WS
17
Wedbush Securities
California
$801K 34,609 +1,475 +4%
CAN
18
Cetera Advisor Networks
California
$796K 34,419 -12,286 -26%
PPA
19
Parametric Portfolio Associates
Washington
$747K 32,286 -15,068 -32%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$703K 30,379 -1,406 -4%
CWM
21
Cabot Wealth Management
Massachusetts
$696K 30,060 +11,490 +62%
LPL Financial
22
LPL Financial
California
$683K 29,517 -16,152 -35%
Barclays
23
Barclays
United Kingdom
$545K 23,682 +230 +1%
JG
24
Jefferies Group
New York
$539K 23,300 +23,300 New
Bank of America
25
Bank of America
North Carolina
$491K 21,216 -2,137 -9%
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