DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

69 hedge funds and large institutions have $83.8M invested in DoubleLine Opportunistic Credit Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aviance Capital Partners
Florida
$1.96M
2
SFS
2
Shaker Financial Services
Virginia
$1.08M
3
FM
3
Family Management
New York
$2.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.95M
5
Bank of America
5
Bank of America
North Carolina
$8.84M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$2.61M
2
UBS Group
2
UBS Group
Switzerland
$6.78M
3
JIC
3
Joel Isaacson & Co
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$137K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.25M
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$9.68M 467,269 +3,511 +0.8%
Bank of America
2
Bank of America
North Carolina
$8.84M 426,625 +27,038 +7%
SIA
3
Sit Investment Associates
Minnesota
$7.1M 342,576 +13,727 +4%
Morgan Stanley
4
Morgan Stanley
New York
$6.95M 335,740 +39,495 +13%
UBS Group
5
UBS Group
Switzerland
$6.78M 327,477 -19,369 -6%
AI
6
ArchPoint Investors
Florida
$3.89M 187,632 +3,217 +2%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.25M 156,939 -7,612 -5%
FFA
8
First Foundation Advisors
California
$3.14M 151,436 +14,408 +11%
FM
9
Family Management
New York
$2.84M 137,213 +40,287 +42%
OA
10
Oxbow Advisors
Texas
$2.61M 125,917 -127,156 -50%
IP
11
Intellectus Partners
California
$2.39M 115,192 +6,035 +6%
Invesco
12
Invesco
Georgia
$2.35M 113,526 -1,808 -2%
ACP
13
Aviance Capital Partners
Florida
$1.96M 94,426 +94,426 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.56M 75,490 +3,500 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.39M 67,201 -2,168 -3%
VHAM
16
Van Hulzen Asset Management
California
$1.32M 63,872 -1,325 -2%
RJA
17
Raymond James & Associates
Florida
$1.19M 57,304 +101 +0.2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.12M 53,839 -1,134 -2%
SFS
19
Shaker Financial Services
Virginia
$1.08M 52,356 +52,356 New
Wells Fargo
20
Wells Fargo
California
$1.05M 50,669 +5,005 +11%
GC
21
Guggenheim Capital
Illinois
$1.03M 49,744 -1,041 -2%
Stifel Financial
22
Stifel Financial
Missouri
$890K 43,352 -5,041 -10%
CAN
23
Cetera Advisor Networks
California
$868K 41,877 -3,186 -7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$799K 38,571 +12,180 +46%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$739K 35,700 -7,400 -17%
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