DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

58 hedge funds and large institutions have $76.8M invested in DoubleLine Opportunistic Credit Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
1
First Foundation Advisors
California
$4.23M
2
SIA
2
Sit Investment Associates
Minnesota
$2.56M
3
RJA
3
Raymond James & Associates
Florida
$3.37M
4
MIG
4
Mariner Investment Group
New York
$531K
5
WT
5
Whittier Trust
California
$369K

Top Sellers

1
DA
1
Doliver Advisors
Texas
$244K
2
GC
2
Guggenheim Capital
Illinois
$5.96M
3
LPL Financial
3
LPL Financial
California
$5.18M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.29M
5
NMC
5
Nine Masts Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HK
1
Horizon Kinetics
New York
$12.2M 524,568 -7,976 -1%
UBS Group
2
UBS Group
Switzerland
$7.64M 329,854 +13,862 +4%
Morgan Stanley
3
Morgan Stanley
New York
$6.47M 279,184 +1,145 +0.4%
GC
4
Guggenheim Capital
Illinois
$5.96M 257,179 -55,930 -18%
LPL Financial
5
LPL Financial
California
$5.18M 219,149 -48,056 -18%
Bank of America
6
Bank of America
North Carolina
$4.47M 192,798 -18,016 -9%
FFA
7
First Foundation Advisors
California
$4.23M 182,674 +117,192 +179%
RJA
8
Raymond James & Associates
Florida
$3.37M 145,548 +83,819 +136%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.76M 119,284 +2,160 +2%
SIA
10
Sit Investment Associates
Minnesota
$2.56M 110,263 +109,163 +9,924%
AA
11
Apriem Advisors
California
$2.29M 98,830 +949 +1%
Invesco
12
Invesco
Georgia
$1.71M 73,772 +3,610 +5%
CAN
13
Cetera Advisor Networks
California
$1.61M 64,745 – –
Wells Fargo
14
Wells Fargo
California
$1.55M 67,054 -615 -0.9%
Deutsche Bank
15
Deutsche Bank
Germany
$1.29M 55,540 -44,090 -44%
HB
16
Homrich & Berg
Georgia
$1.11M 47,673 -10,514 -18%
ACM
17
Alethea Capital Management
Washington
$935K 40,336 -1,539 -4%
NPC
18
National Planning Corporation
California
$783K 32,592 -1,200 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$778K 33,540 +5,388 +19%
CWM
20
Cabot Wealth Management
Massachusetts
$712K 30,735 -660 -2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$696K 30,030 +3,260 +12%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$653K 28,201 +175 +0.6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$563K 24,305 +2,777 +13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$542K 23,376 +1 +0%
PAG
25
Private Advisor Group
New Jersey
$538K 23,216 +353 +2%
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