DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

68 hedge funds and large institutions have $80.2M invested in DoubleLine Opportunistic Credit Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.2M
2
UBS Group
2
UBS Group
Switzerland
$7.26M
3
FM
3
Family Management
New York
$2.03M
4
SIA
4
Sit Investment Associates
Minnesota
$6.88M
5
PAG
5
Private Advisor Group
New Jersey
$254K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$1M
3
RCM
3
Robinson Capital Management
Michigan
$83K
4
Bank of America
4
Bank of America
North Carolina
$8.36M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$9.7M 463,758 -4,979 -1%
Bank of America
2
Bank of America
North Carolina
$8.36M 399,587 -54,435 -12%
UBS Group
3
UBS Group
Switzerland
$7.26M 346,846 +31,112 +10%
SIA
4
Sit Investment Associates
Minnesota
$6.88M 328,849 +23,602 +8%
Morgan Stanley
5
Morgan Stanley
New York
$6.2M 296,245 +56,362 +23%
OA
6
Oxbow Advisors
Texas
$5.29M 253,073 +1,721 +0.7%
AI
7
ArchPoint Investors
Florida
$3.86M 184,415 – –
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.44M 164,551 +10,828 +7%
FFA
9
First Foundation Advisors
California
$2.87M 137,028 +976 +0.7%
Invesco
10
Invesco
Georgia
$2.41M 115,334 +5,914 +5%
IP
11
Intellectus Partners
California
$2.28M 109,157 +12,090 +12%
FM
12
Family Management
New York
$2.03M 96,926 +25,376 +35%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.51M 71,990 -6,000 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.45M 69,369 -5,059 -7%
VHAM
15
Van Hulzen Asset Management
California
$1.36M 65,197 +500 +0.8%
RJA
16
Raymond James & Associates
Florida
$1.2M 57,203 -2,484 -4%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.15M 54,973 -1,407 -2%
GC
18
Guggenheim Capital
Illinois
$1.06M 50,785 -1,580 -3%
Stifel Financial
19
Stifel Financial
Missouri
$1M 48,393 -86,808 -64%
Wells Fargo
20
Wells Fargo
California
$956K 45,664 +7,158 +19%
CAN
21
Cetera Advisor Networks
California
$942K 45,063 -5,064 -10%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$902K 43,100 -4,530 -10%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$552K 26,391 +5,933 +29%
BTS
24
BB&T Securities
Virginia
$496K 23,755 +700 +3%
AC
25
Addison Capital
Pennsylvania
$477K 22,800 – –
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