DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

66 hedge funds and large institutions have $75.5M invested in DoubleLine Opportunistic Credit Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.02M
3
FM
3
Family Management
New York
$4.14M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$693K
5
FFA
5
First Foundation Advisors
California
$3.3M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$0
2
HKAM
2
Horizon Kinetics Asset Management
New York
$7.14M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$271K
5
VHAM
5
Van Hulzen Asset Management
California
$522K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$11.8M 691,495 +290,208 +72%
Morgan Stanley
2
Morgan Stanley
New York
$9.02M 527,409 +253,312 +92%
HKAM
3
Horizon Kinetics Asset Management
New York
$7.14M 417,250 -64,219 -13%
Bank of America
4
Bank of America
North Carolina
$6.27M 366,788 +25,982 +8%
UBS Group
5
UBS Group
Switzerland
$5.13M 300,141 -25,139 -8%
FM
6
Family Management
New York
$4.14M 242,020 +79,837 +49%
FFA
7
First Foundation Advisors
California
$3.3M 192,821 +30,363 +19%
ACP
8
Aviance Capital Partners
Florida
$3.21M 187,895 +14,001 +8%
AI
9
ArchPoint Investors
Florida
$3.19M 186,392 -1,240 -0.7%
Invesco
10
Invesco
Georgia
$2.34M 136,949 -4,581 -3%
IP
11
Intellectus Partners
California
$2.34M 136,614 +9,255 +7%
Wells Fargo
12
Wells Fargo
California
$1.38M 80,964 +24,460 +43%
RJA
13
Raymond James & Associates
Florida
$1.13M 66,250 +6,479 +11%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.09M 63,480 -2,110 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.06M 61,995 -6,055 -9%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$980K 57,300 +17,174 +43%
UR
17
USCA RIA
Texas
$893K 52,240 +800 +2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$715K 43,595 -10,134 -19%
Stifel Financial
19
Stifel Financial
Missouri
$695K 41,603 +162 +0.4%
Osaic Holdings
20
Osaic Holdings
Arizona
$693K 1,861,049 +1,861,049 New
Ameriprise
21
Ameriprise
Minnesota
$659K 38,542 +12,215 +46%
LPL Financial
22
LPL Financial
California
$623K 36,444 +2,127 +6%
VHAM
23
Van Hulzen Asset Management
California
$522K 30,522 -36,200 -54%
LGWM
24
Litman Gregory Wealth Management
California
$505K 29,550 +29,550 New
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$501K 29,300 -600 -2%
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