DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

62 hedge funds and large institutions have $84.4M invested in DoubleLine Opportunistic Credit Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
22
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$1.21M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
ASN
3
Advisory Services Network
Georgia
$848K
4
AC
4
Addison Capital
Pennsylvania
$596K
5
GC
5
Guggenheim Capital
Illinois
$313K

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$2.66M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
Squarepoint
4
Squarepoint
New York
$0
5
DA
5
Doliver Advisors
Texas
$1.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.2M 509,755 +36,546 +8%
HK
2
Horizon Kinetics
New York
$10.2M 427,483 +7,667 +2%
UBS Group
3
UBS Group
Switzerland
$9.42M 394,864 -17,743 -4%
AA
4
Apriem Advisors
California
$6.98M 292,664 +5,051 +2%
LPL Financial
5
LPL Financial
California
$4.48M 186,660 +11,289 +6%
VHAM
6
Van Hulzen Asset Management
California
$3.41M 142,834 +2,925 +2%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.88M 120,525 +7,084 +6%
Bank of America
8
Bank of America
North Carolina
$2.66M 111,551 -49,249 -31%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.1M 88,309 – –
Invesco
10
Invesco
Georgia
$1.88M 78,593 +5,331 +7%
CAN
11
Cetera Advisor Networks
California
$1.77M 74,033 -15,199 -17%
IP
12
Intellectus Partners
California
$1.77M 74,080 -381 -0.5%
Wells Fargo
13
Wells Fargo
California
$1.77M 74,050 +10,163 +16%
RJA
14
Raymond James & Associates
Florida
$1.59M 66,711 -3,099 -4%
DA
15
Doliver Advisors
Texas
$1.54M 64,670 -18,262 -22%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.54M 64,504 +7,849 +14%
SIA
17
Sit Investment Associates
Minnesota
$1.4M 58,790 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.39M 58,425 +12,583 +27%
BTS
19
BB&T Securities
Virginia
$1.21M 50,547 +50,547 New
SI
20
SII Investments
Wisconsin
$1.13M 47,346 +374 +0.8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$867K 36,350 +261 +0.7%
ASN
22
Advisory Services Network
Georgia
$848K 35,525 +35,525 New
FFA
23
First Foundation Advisors
California
$769K 32,227 -6,333 -16%
NPC
24
National Planning Corporation
California
$741K 30,892 -5,616 -15%
CCP
25
Clough Capital Partners
Massachusetts
$702K 29,420 -13,980 -32%
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