DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

65 hedge funds and large institutions have $71.8M invested in DoubleLine Opportunistic Credit Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$4.38M
2
Nomura Holdings
2
Nomura Holdings
Japan
$3.09M
3
CAN
3
Cetera Advisor Networks
California
$1.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$802K
5
HK
5
Horizon Kinetics
New York
$8.45M

Top Sellers

1
AA
1
Apriem Advisors
California
$885K
2
SIA
2
Sit Investment Associates
Minnesota
$4.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.36M
4
LCM
4
Laurion Capital Management
New York
$1.72M
5
GC
5
Guggenheim Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HK
1
Horizon Kinetics
New York
$8.45M 404,893 +19,088 +5%
Morgan Stanley
2
Morgan Stanley
New York
$8.36M 400,397 -28,777 -7%
UBS Group
3
UBS Group
Switzerland
$6.5M 311,417 +8,263 +3%
SIA
4
Sit Investment Associates
Minnesota
$4.67M 223,575 -157,959 -41%
OA
5
Oxbow Advisors
Texas
$4.38M 209,827 +209,827 New
Bank of America
6
Bank of America
North Carolina
$3.65M 174,636 +6,681 +4%
Nomura Holdings
7
Nomura Holdings
Japan
$3.09M 147,843 +147,843 New
VHAM
8
Van Hulzen Asset Management
California
$2.72M 130,284 – –
RCM
9
Robinson Capital Management
Michigan
$1.73M 82,837 – –
LCM
10
Laurion Capital Management
New York
$1.72M 82,326 -18,794 -19%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.71M 82,190 – –
Invesco
12
Invesco
Georgia
$1.71M 82,021 -4,035 -5%
RJA
13
Raymond James & Associates
Florida
$1.71M 81,750 -8,581 -9%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.65M 79,194 +3,493 +5%
IP
15
Intellectus Partners
California
$1.61M 77,355 -1,386 -2%
LPL Financial
16
LPL Financial
California
$1.55M 74,131 -6,612 -8%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.49M 69,095 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.46M 70,153 -3,394 -5%
CAN
19
Cetera Advisor Networks
California
$1.43M 68,540 +68,540 New
BTS
20
BB&T Securities
Virginia
$1.03M 49,477 -41 -0.1%
Wells Fargo
21
Wells Fargo
California
$1.03M 49,220 -4,504 -8%
AA
22
Apriem Advisors
California
$885K 42,389 -212,160 -83%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$802K 38,423 +23,943 +165%
ASN
24
Advisory Services Network
Georgia
$675K 32,417 +135 +0.4%
SPC
25
Sigma Planning Corp
Michigan
$665K 31,848 +1,670 +6%
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