DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

58 hedge funds and large institutions have $83.5M invested in DoubleLine Opportunistic Credit Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
17
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.24M
2
LPL Financial
2
LPL Financial
California
$6.67M
3
DA
3
Doliver Advisors
Texas
$1.67M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.48M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$581K

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$3.37M
2
GC
2
Guggenheim Capital
Illinois
$7.78M
3
AA
3
Apriem Advisors
California
$2.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.91M
5
RJA
5
Raymond James & Associates
Florida
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
HK
1
Horizon Kinetics
New York
$13.2M 532,544 -13,486 -2%
UBS Group
2
UBS Group
Switzerland
$7.85M 315,992 +1,523 +0.5%
GC
3
Guggenheim Capital
Illinois
$7.78M 313,109 -64,787 -17%
Morgan Stanley
4
Morgan Stanley
New York
$6.91M 278,039 -48,879 -15%
LPL Financial
5
LPL Financial
California
$6.67M 267,205 +144,550 +118%
Bank of America
6
Bank of America
North Carolina
$5.24M 210,814 +150,956 +252%
BTS
7
BB&T Securities
Virginia
$3.37M 13,569 -11,764 -46%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.91M 117,124 -1,500 -1%
Deutsche Bank
9
Deutsche Bank
Germany
$2.48M 99,630 +50,365 +102%
AA
10
Apriem Advisors
California
$2.43M 97,881 -62,247 -39%
Invesco
11
Invesco
Georgia
$1.74M 70,162 +862 +1%
Wells Fargo
12
Wells Fargo
California
$1.68M 67,669 +22,088 +48%
DA
13
Doliver Advisors
Texas
$1.67M 67,104 +67,104 New
FFA
14
First Foundation Advisors
California
$1.63M 65,482 +1,747 +3%
CAN
15
Cetera Advisor Networks
California
$1.61M 64,745 +874 +1%
RJA
16
Raymond James & Associates
Florida
$1.53M 61,729 -23,813 -28%
HB
17
Homrich & Berg
Georgia
$1.45M 58,187 +10,155 +21%
ACM
18
Alethea Capital Management
Washington
$1.04M 41,875 +150 +0.4%
NPC
19
National Planning Corporation
California
$840K 33,792 +3,162 +10%
CWM
20
Cabot Wealth Management
Massachusetts
$780K 31,395 -1,000 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$699K 28,152 -19,257 -41%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$696K 28,026 -6,648 -19%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$665K 26,770 +3,180 +13%
SIA
24
SeaBridge Investment Advisors
New Jersey
$665K 26,780 +4,250 +19%
WS
25
Wedbush Securities
California
$589K 23,716 -5,519 -19%
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