DBL

DoubleLine Opportunistic Credit Fund
DBL

Overview Fund Activity

64 hedge funds and large institutions have $90.6M invested in DoubleLine Opportunistic Credit Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$26.1M
2
SAM
Secure Asset Management
Michigan
$1.02M
3
Ameriprise
Ameriprise
Minnesota
$1.67M
4
ACP
Aviance Capital Partners
Florida
$4.15M
5
PAS
Park Avenue Securities
New York
$589K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$486K
2
Morgan Stanley
Morgan Stanley
New York
$4.08M
3
Bank of America
Bank of America
North Carolina
$4.4M
4
HKAM
Horizon Kinetics Asset Management
New York
$7.41M
5
UBS Group
UBS Group
Switzerland
$5.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$26.1M +$13M +685,477 +99%
HKAM
2
Horizon Kinetics Asset Management
New York
$7.41M -$499K -26,320 -6%
UBS Group
3
UBS Group
Switzerland
$5.2M -$485K -25,604 -9%
Bank of America
4
Bank of America
North Carolina
$4.4M -$2.55M -134,559 -37%
FM
5
Family Management
New York
$4.21M -$378K -19,956 -8%
ACP
6
Aviance Capital Partners
Florida
$4.15M +$591K +31,182 +17%
Morgan Stanley
7
Morgan Stanley
New York
$4.08M -$5.91M -311,961 -59%
FFA
8
First Foundation Advisors
California
$3.71M +$51.3K +2,707 +1%
AI
9
ArchPoint Investors
Florida
$3.53M – – –
IP
10
Intellectus Partners
California
$2.96M +$369K +19,455 +14%
Invesco
11
Invesco
Georgia
$2.66M +$67.9K +3,583 +3%
Ameriprise
12
Ameriprise
Minnesota
$1.67M +$940K +49,589 +129%
Wells Fargo
13
Wells Fargo
California
$1.49M -$49.3K -2,601 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.16M -$45.5K -2,400 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.16M -$16.8K -886 -1%
RJA
16
Raymond James & Associates
Florida
$1.1M -$160K -8,418 -13%
SAM
17
Secure Asset Management
Michigan
$1.02M +$1.02M +53,789 New
UR
18
USCA RIA
Texas
$987K -$3.22K -170 -0.3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$926K -$160K -8,454 -15%
Stifel Financial
20
Stifel Financial
Missouri
$892K +$104K +5,481 +13%
LGWM
21
Litman Gregory Wealth Management
California
$822K +$262K +13,850 +47%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$820K -$11.5K -602 -1%
LPL Financial
23
LPL Financial
California
$749K +$58.8K +3,106 +9%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$593K +$103K +5,453 +21%
PAS
25
Park Avenue Securities
New York
$589K +$589K +31,059 New
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