DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

55 hedge funds and large institutions have $82.4M invested in DoubleLine Opportunistic Credit Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Apriem Advisors
California
$4.26M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.22M
3
Bank of America
3
Bank of America
North Carolina
$6.34M
4
UBS Group
4
UBS Group
Switzerland
$8.71M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$376K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$3.1M
2
GC
2
Guggenheim Capital
Illinois
$4.43M
3
Deutsche Bank
3
Deutsche Bank
Germany
$452K
4
MIG
4
Mariner Investment Group
New York
$0
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HK
1
Horizon Kinetics
New York
$12.9M 517,081 -7,487 -1%
UBS Group
2
UBS Group
Switzerland
$8.71M 349,988 +20,134 +6%
Morgan Stanley
3
Morgan Stanley
New York
$6.99M 280,973 +1,789 +0.6%
Bank of America
4
Bank of America
North Carolina
$6.34M 254,639 +61,841 +32%
FFA
5
First Foundation Advisors
California
$4.47M 179,833 -2,841 -2%
GC
6
Guggenheim Capital
Illinois
$4.43M 178,169 -79,010 -31%
AA
7
Apriem Advisors
California
$4.26M 171,131 +72,301 +73%
RJA
8
Raymond James & Associates
Florida
$3.81M 152,957 +7,409 +5%
LPL Financial
9
LPL Financial
California
$3.1M 124,373 -94,776 -43%
SIA
10
Sit Investment Associates
Minnesota
$3.04M 122,298 +12,035 +11%
HighTower Advisors
11
HighTower Advisors
Illinois
$2.75M 110,356 -8,928 -7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.22M 89,281 +64,976 +267%
Wells Fargo
13
Wells Fargo
California
$1.87M 75,146 +8,092 +12%
Invesco
14
Invesco
Georgia
$1.8M 72,285 -1,487 -2%
CAN
15
Cetera Advisor Networks
California
$1.75M 70,211 +5,466 +8%
HB
16
Homrich & Berg
Georgia
$1.1M 44,138 -3,535 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.05M 42,151 +8,611 +26%
ACM
18
Alethea Capital Management
Washington
$970K 38,992 -1,344 -3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$938K 37,683 +9,482 +34%
NPC
20
National Planning Corporation
California
$838K 33,142 +550 +2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$707K 28,435 -1,595 -5%
PAG
22
Private Advisor Group
New Jersey
$603K 24,233 +1,017 +4%
CWM
23
Cabot Wealth Management
Massachusetts
$596K 23,955 -6,780 -22%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$582K 23,376 – –
SIA
25
SeaBridge Investment Advisors
New Jersey
$551K 22,150 – –
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