DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

68 hedge funds and large institutions have $80.6M invested in DoubleLine Opportunistic Credit Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
LPL Financial
2
LPL Financial
California
$1.29M
3
PAG
3
Private Advisor Group
New Jersey
$573K
4
RJA
4
Raymond James & Associates
Florida
$1.95M
5
VF
5
Virtu Financial
New York
$231K

Top Sellers

1
NPC
1
National Planning Corporation
California
$0
2
ACM
2
Alethea Capital Management
Washington
$0
3
PCM
3
Peak Capital Management
Colorado
$426K
4
AA
4
Apriem Advisors
California
$6.64M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.3M 552,849 +37,994 +7%
HK
2
Horizon Kinetics
New York
$10.1M 420,192 -3,236 -0.8%
UBS Group
3
UBS Group
Switzerland
$9.82M 408,388 +5,801 +1%
AA
4
Apriem Advisors
California
$6.64M 276,173 -18,205 -6%
VHAM
5
Van Hulzen Asset Management
California
$3.18M 132,384 -650 -0.5%
Bank of America
6
Bank of America
North Carolina
$2.67M 111,232 -9,715 -8%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.52M 104,669 -6,249 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.03M 84,290 -4,000 -5%
RJA
9
Raymond James & Associates
Florida
$1.95M 81,075 +11,891 +17%
Invesco
10
Invesco
Georgia
$1.8M 74,768 -3,577 -5%
CAN
11
Cetera Advisor Networks
California
$1.78M 74,273 -1,730 -2%
IP
12
Intellectus Partners
California
$1.77M 73,680 +978 +1%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.62M 67,326 +3,157 +5%
Wells Fargo
14
Wells Fargo
California
$1.54M 64,119 -2,565 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.47M 60,930 +1,267 +2%
SI
16
SII Investments
Wisconsin
$1.35M 56,103 +5,633 +11%
LPL Financial
17
LPL Financial
California
$1.29M 53,615 +21,070 +65%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.07M 44,563 +8,883 +25%
BTS
19
BB&T Securities
Virginia
$913K 38,007 -5,203 -12%
ASN
20
Advisory Services Network
Georgia
$837K 34,800 -300 -0.9%
EFS
21
Essex Financial Services
Connecticut
$798K 37,557 -3,730 -9%
SPC
22
Sigma Planning Corp
Michigan
$731K 30,413 +2,054 +7%
AC
23
Addison Capital
Pennsylvania
$726K 30,200 -800 -3%
FFA
24
First Foundation Advisors
California
$699K 29,078 +2,000 +7%
DA
25
Doliver Advisors
Texas
$674K 28,020 -4,300 -13%
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