DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

69 hedge funds and large institutions have $85.9M invested in DoubleLine Opportunistic Credit Fund in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
22
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Apriem Advisors
California
$6.64M
2
LCM
2
Laurion Capital Management
New York
$3.21M
3
VHAM
3
Van Hulzen Asset Management
California
$3.23M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.9M
5
DA
5
Doliver Advisors
Texas
$1.92M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.71M
2
WP
2
WealthSource Partners
California
$415K
3
CAN
3
Cetera Advisor Networks
California
$2.06M
4
LPL Financial
4
LPL Financial
California
$4.06M
5
UBS Group
5
UBS Group
Switzerland
$9.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.9M 473,209 +122,301 +35%
HK
2
Horizon Kinetics
New York
$9.7M 419,816 +2,551 +0.6%
UBS Group
3
UBS Group
Switzerland
$9.53M 412,607 -49,324 -11%
AA
4
Apriem Advisors
California
$6.64M 287,613 +174,220 +154%
LPL Financial
5
LPL Financial
California
$4.06M 175,371 -53,146 -23%
Bank of America
6
Bank of America
North Carolina
$3.71M 160,800 -266,503 -62%
VHAM
7
Van Hulzen Asset Management
California
$3.23M 139,909 +124,209 +791%
LCM
8
Laurion Capital Management
New York
$3.21M 138,874 +138,874 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$2.62M 113,441 +22,527 +25%
CAN
10
Cetera Advisor Networks
California
$2.06M 89,232 -89,194 -50%
HighTower Advisors
11
HighTower Advisors
Illinois
$2.04M 88,309 -8,000 -8%
DA
12
Doliver Advisors
Texas
$1.92M 82,932 +82,932 New
IP
13
Intellectus Partners
California
$1.72M 74,461 +74,461 New
Invesco
14
Invesco
Georgia
$1.69M 73,262 +3,435 +5%
RJA
15
Raymond James & Associates
Florida
$1.61M 69,810 +1,867 +3%
Wells Fargo
16
Wells Fargo
California
$1.48M 63,887 -16,767 -21%
SIA
17
Sit Investment Associates
Minnesota
$1.36M 58,790 +58,790 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.32M 56,655 +5,560 +11%
SI
19
SII Investments
Wisconsin
$1.08M 46,972 +404 +0.9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.06M 45,842 +10,790 +31%
CCP
21
Clough Capital Partners
Massachusetts
$1M 43,400 +43,400 New
FFA
22
First Foundation Advisors
California
$890K 38,560 +4,654 +14%
NPC
23
National Planning Corporation
California
$847K 36,508 -9,875 -21%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$834K 36,089 -40,951 -53%
ACM
25
Alethea Capital Management
Washington
$641K 27,751 -2,450 -8%
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