DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

64 hedge funds and large institutions have $73.7M invested in DoubleLine Opportunistic Credit Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
17
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.11M
2
AI
2
ArchPoint Investors
Florida
$3.21M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.73M
4
Nomura Holdings
4
Nomura Holdings
Japan
$5.74M
5
SIA
5
Sit Investment Associates
Minnesota
$4.22M

Top Sellers

1
IP
1
Intellectus Partners
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.25M
3
VHAM
3
Van Hulzen Asset Management
California
$1.29M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
EFS
5
Essex Financial Services
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HK
1
Horizon Kinetics
New York
$8.53M 450,177 +40,026 +10%
Bank of America
2
Bank of America
North Carolina
$7.11M 375,063 +206,131 +122%
Nomura Holdings
3
Nomura Holdings
Japan
$5.74M 303,929 +133,918 +79%
UBS Group
4
UBS Group
Switzerland
$5.33M 281,307 -13,518 -5%
OA
5
Oxbow Advisors
Texas
$4.6M 242,965 -4,039 -2%
Morgan Stanley
6
Morgan Stanley
New York
$4.25M 224,279 -74,333 -25%
SIA
7
Sit Investment Associates
Minnesota
$4.22M 222,884 +92,235 +71%
AI
8
ArchPoint Investors
Florida
$3.21M 169,303 +163,853 +3,006%
Stifel Financial
9
Stifel Financial
Missouri
$2.73M 144,309 +144,309 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$2.36M 124,459 +67,486 +118%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.74M 91,990 +9,800 +12%
RCM
12
Robinson Capital Management
Michigan
$1.73M 91,124 +9,787 +12%
Invesco
13
Invesco
Georgia
$1.72M 90,937 +1,436 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.44M 76,161 +140 +0.2%
FFA
15
First Foundation Advisors
California
$1.29M 68,230 +68,230 New
VHAM
16
Van Hulzen Asset Management
California
$1.29M 67,897 -60,137 -47%
RJA
17
Raymond James & Associates
Florida
$1.12M 59,300 -23,639 -29%
FM
18
Family Management
New York
$1.05M 55,416 +55,416 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.01M 53,213 -19,363 -27%
GC
20
Guggenheim Capital
Illinois
$1.01M 53,121 +25,324 +91%
SFS
21
Shaker Financial Services
Virginia
$989K 52,208 +52,208 New
CAN
22
Cetera Advisor Networks
California
$946K 49,998 +1,729 +4%
WAM
23
Weiss Asset Management
Massachusetts
$807K 42,573 +42,573 New
WAM
24
Wolverine Asset Management
Illinois
$692K 36,541 +36,541 New
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$671K 35,430 +35,430 New
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