DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

73 hedge funds and large institutions have $87.4M invested in DoubleLine Opportunistic Credit Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aviance Capital Partners
Florida
$3.59M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.36M
3
SIA
3
Sit Investment Associates
Minnesota
$8.28M
4
VCP
4
Verus Capital Partners
Arizona
$650K
5
Invesco
5
Invesco
Georgia
$2.92M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.66M
3
GC
3
Guggenheim Capital
Illinois
$467K
4
KCPG
4
Kavar Capital Partners Group
Kansas
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$9.94M 481,469 +14,200 +3%
SIA
2
Sit Investment Associates
Minnesota
$8.28M 401,287 +58,711 +17%
Bank of America
3
Bank of America
North Carolina
$7.03M 340,806 -85,819 -20%
UBS Group
4
UBS Group
Switzerland
$6.71M 325,280 -2,197 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$5.66M 274,097 -61,643 -18%
AI
6
ArchPoint Investors
Florida
$3.87M 187,632 – –
ACP
7
Aviance Capital Partners
Florida
$3.59M 173,894 +79,468 +84%
FFA
8
First Foundation Advisors
California
$3.35M 162,458 +11,022 +7%
FM
9
Family Management
New York
$3.35M 162,183 +24,970 +18%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$3.15M 152,508 -4,431 -3%
Invesco
11
Invesco
Georgia
$2.92M 141,530 +28,004 +25%
OA
12
Oxbow Advisors
Texas
$2.79M 135,101 +9,184 +7%
IP
13
Intellectus Partners
California
$2.63M 127,359 +12,167 +11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.41M 68,050 +849 +1%
VHAM
15
Van Hulzen Asset Management
California
$1.38M 66,722 +2,850 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.36M 65,973 +59,373 +900%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.35M 65,590 -9,900 -13%
RJA
18
Raymond James & Associates
Florida
$1.23M 59,771 +2,467 +4%
Wells Fargo
19
Wells Fargo
California
$1.17M 56,504 +5,835 +12%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.11M 53,729 -110 -0.2%
UR
21
USCA RIA
Texas
$1.06M 51,440 +21,470 +72%
SFS
22
Shaker Financial Services
Virginia
$1M 48,653 -3,703 -7%
Stifel Financial
23
Stifel Financial
Missouri
$849K 41,441 -1,911 -4%
CAN
24
Cetera Advisor Networks
California
$837K 40,629 -1,248 -3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$828K 40,126 +1,555 +4%
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