DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

57 hedge funds and large institutions have $62.6M invested in DoubleLine Opportunistic Credit Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
57
Holders Change
-8
Holders Change %
-12.31%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$5.08M
2
GC
2
Guggenheim Capital
Illinois
$572K
3
Nomura Holdings
3
Nomura Holdings
Japan
$3.49M
4
FI
4
FormulaFolio Investments
Michigan
$347K
5
AFNAS
5
American Financial Network Advisory Services
California
$272K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.14M
2
SIA
2
Sit Investment Associates
Minnesota
$2.69M
3
LCM
3
Laurion Capital Management
New York
$0
4
LPL Financial
4
LPL Financial
California
$480K
5
SC
5
Scotia Capital
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HK
1
Horizon Kinetics
New York
$8.44M 410,151 +5,258 +1%
Morgan Stanley
2
Morgan Stanley
New York
$6.14M 298,612 -101,785 -25%
UBS Group
3
UBS Group
Switzerland
$6.07M 294,825 -16,592 -5%
OA
4
Oxbow Advisors
Texas
$5.08M 247,004 +37,177 +18%
Nomura Holdings
5
Nomura Holdings
Japan
$3.49M 170,011 +22,168 +15%
Bank of America
6
Bank of America
North Carolina
$3.48M 168,932 -5,704 -3%
SIA
7
Sit Investment Associates
Minnesota
$2.69M 130,649 -92,926 -42%
VHAM
8
Van Hulzen Asset Management
California
$2.63M 128,034 -2,250 -2%
Invesco
9
Invesco
Georgia
$1.84M 89,501 +7,480 +9%
IP
10
Intellectus Partners
California
$1.74M 84,395 +7,040 +9%
RJA
11
Raymond James & Associates
Florida
$1.71M 82,939 +1,189 +1%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.69M 82,190 – –
RCM
13
Robinson Capital Management
Michigan
$1.67M 81,337 -1,500 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.56M 76,021 +5,868 +8%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$1.49M 72,576 -6,618 -8%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.17M 56,973 -12,122 -18%
CAN
17
Cetera Advisor Networks
California
$990K 48,269 -20,271 -30%
Wells Fargo
18
Wells Fargo
California
$883K 42,905 -6,315 -13%
BTS
19
BB&T Securities
Virginia
$834K 40,546 -8,931 -18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$748K 36,355 -2,068 -5%
SPC
21
Sigma Planning Corp
Michigan
$646K 31,424 -424 -1%
ASN
22
Advisory Services Network
Georgia
$628K 30,542 -1,875 -6%
AC
23
Addison Capital
Pennsylvania
$588K 28,600 – –
GC
24
Guggenheim Capital
Illinois
$572K 27,797 +27,797 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$554K 26,965 +4,053 +18%
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