DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

71 hedge funds and large institutions have $72.9M invested in DoubleLine Opportunistic Credit Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.24M
2
MIG
2
Mariner Investment Group
New York
$748K
3
AG
3
Advisor Group
Arizona
$744K
4
CCP
4
Clough Capital Partners
Massachusetts
$377K
5
KCPG
5
Kavar Capital Partners Group
Kansas
$301K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.44M
2
HK
2
Horizon Kinetics
New York
$8.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
4
PAS
4
Partnervest Advisory Services
California
$0
5
LPL Financial
5
LPL Financial
California
$824K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.4M 513,924 -38,925 -7%
HK
2
Horizon Kinetics
New York
$8.45M 380,733 -39,459 -9%
UBS Group
3
UBS Group
Switzerland
$7.44M 335,290 -73,098 -18%
AA
4
Apriem Advisors
California
$5.96M 268,422 -7,751 -3%
VHAM
5
Van Hulzen Asset Management
California
$2.94M 132,384 – –
SIA
6
Sit Investment Associates
Minnesota
$2.24M 100,800 +100,800 New
Bank of America
7
Bank of America
North Carolina
$2.14M 96,455 -14,777 -13%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.14M 96,356 -8,313 -8%
RJA
9
Raymond James & Associates
Florida
$2M 90,197 +9,122 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.85M 83,190 -1,100 -1%
Invesco
11
Invesco
Georgia
$1.8M 81,018 +6,250 +8%
CAN
12
Cetera Advisor Networks
California
$1.58M 70,983 -3,290 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.57M 70,588 +9,658 +16%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.55M 69,905 +2,579 +4%
SI
15
SII Investments
Wisconsin
$1.48M 66,437 +10,334 +18%
IP
16
Intellectus Partners
California
$1.46M 65,743 -7,937 -11%
Wells Fargo
17
Wells Fargo
California
$1.31M 59,074 -5,045 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$885K 39,873 -4,690 -11%
LPL Financial
19
LPL Financial
California
$824K 37,120 -16,495 -31%
MIG
20
Mariner Investment Group
New York
$748K 33,708 +33,708 New
AG
21
Advisor Group
Arizona
$744K 33,516 +17,946 +115%
ASN
22
Advisory Services Network
Georgia
$739K 33,304 -1,496 -4%
SPC
23
Sigma Planning Corp
Michigan
$680K 30,623 +210 +0.7%
BTS
24
BB&T Securities
Virginia
$673K 30,331 -7,676 -20%
AC
25
Addison Capital
Pennsylvania
$670K 30,200 – –
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