DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

65 hedge funds and large institutions have $74.6M invested in DoubleLine Opportunistic Credit Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 13 closing their positions.

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.24M
2
LCM
2
Laurion Capital Management
New York
$2.18M
3
RCM
3
Robinson Capital Management
Michigan
$1.79M
4
Bank of America
4
Bank of America
North Carolina
$3.63M
5
LPL Financial
5
LPL Financial
California
$1.74M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.27M
2
CAN
2
Cetera Advisor Networks
California
$0
3
SI
3
SII Investments
Wisconsin
$0
4
UBS Group
4
UBS Group
Switzerland
$6.55M
5
FFA
5
First Foundation Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.27M 429,174 -84,750 -16%
HK
2
Horizon Kinetics
New York
$8.33M 385,805 +5,072 +1%
SIA
3
Sit Investment Associates
Minnesota
$8.24M 381,534 +280,734 +279%
UBS Group
4
UBS Group
Switzerland
$6.55M 303,154 -32,136 -10%
AA
5
Apriem Advisors
California
$5.5M 254,549 -13,873 -5%
Bank of America
6
Bank of America
North Carolina
$3.63M 167,955 +71,500 +74%
VHAM
7
Van Hulzen Asset Management
California
$2.81M 130,284 -2,100 -2%
LCM
8
Laurion Capital Management
New York
$2.18M 101,120 +101,120 New
RJA
9
Raymond James & Associates
Florida
$1.95M 90,331 +134 +0.1%
Invesco
10
Invesco
Georgia
$1.86M 86,056 +5,038 +6%
RCM
11
Robinson Capital Management
Michigan
$1.79M 82,837 +82,837 New
HighTower Advisors
12
HighTower Advisors
Illinois
$1.78M 82,190 -1,000 -1%
LPL Financial
13
LPL Financial
California
$1.74M 80,743 +43,623 +118%
IP
14
Intellectus Partners
California
$1.7M 78,741 +12,998 +20%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$1.63M 75,701 +5,796 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.59M 73,547 +2,959 +4%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.49M 69,095 -27,261 -28%
Wells Fargo
18
Wells Fargo
California
$1.16M 53,724 -5,350 -9%
BTS
19
BB&T Securities
Virginia
$1.07M 49,518 +19,187 +63%
ASN
20
Advisory Services Network
Georgia
$697K 32,282 -1,022 -3%
SPC
21
Sigma Planning Corp
Michigan
$652K 30,178 -445 -1%
AC
22
Addison Capital
Pennsylvania
$617K 28,600 -1,600 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$575K 26,662 -13,211 -33%
EFS
24
Essex Financial Services
Connecticut
$535K 26,659 -3,744 -12%
AG
25
Advisor Group
Arizona
$525K 24,345 -9,171 -27%
1
2 3 4