DBL

DoubleLine Opportunistic Credit Fund

67 hedge funds and large institutions have $84.6M invested in DoubleLine Opportunistic Credit Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13M +$129K +5,100 +1%
HK
2
Horizon Kinetics
New York
$10.7M -$102K -4,055 -0.9%
UBS Group
3
UBS Group
Switzerland
$10.2M +$195K +7,723 +2%
AA
4
Apriem Advisors
California
$7.43M +$43.2K +1,714 +0.6%
VHAM
5
Van Hulzen Asset Management
California
$3.36M -$247K -9,800 -7%
Bank of America
6
Bank of America
North Carolina
$3.05M +$237K +9,396 +8%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.8M -$242K -9,607 -8%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.23M -$479 -19 -0%
Invesco
9
Invesco
Georgia
$1.98M -$6.26K -248 -0.3%
CAN
10
Cetera Advisor Networks
California
$1.92M +$49.7K +1,970 +3%
IP
11
Intellectus Partners
California
$1.83M -$34.8K -1,378 -2%
RJA
12
Raymond James & Associates
Florida
$1.75M +$62.4K +2,473 +4%
Wells Fargo
13
Wells Fargo
California
$1.68M -$186K -7,366 -10%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.62M -$8.45K -335 -0.5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.51M +$31.2K +1,238 +2%
SI
16
SII Investments
Wisconsin
$1.27M +$78.7K +3,124 +7%
BTS
17
BB&T Securities
Virginia
$1.09M -$185K -7,337 -15%
PCM
18
Peak Capital Management
Colorado
$1.04M +$1.04M +41,169 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$900K -$16.9K -670 -2%
ASN
20
Advisory Services Network
Georgia
$886K -$10.7K -425 -1%
EFS
21
Essex Financial Services
Connecticut
$853K +$418K +20,224 +96%
LPL Financial
22
LPL Financial
California
$821K -$3.89M -154,115 -83%
DA
23
Doliver Advisors
Texas
$815K -$816K -32,350 -50%
AC
24
Addison Capital
Pennsylvania
$782K +$151K +6,000 +24%
NPC
25
National Planning Corporation
California
$753K -$50K -1,922 -6%