DBL

DoubleLine Opportunistic Credit Fund

63 hedge funds and large institutions have $96.5M invested in DoubleLine Opportunistic Credit Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$33.3M +$7.09M +371,870 +27%
HKAM
2
Horizon Kinetics Asset Management
New York
$6.83M -$618K -32,448 -8%
ACP
3
Aviance Capital Partners
Florida
$5.08M +$903K +47,403 +22%
Bank of America
4
Bank of America
North Carolina
$4.23M -$194K -10,183 -4%
FM
5
Family Management
New York
$4.23M -$57 -3 -0%
Morgan Stanley
6
Morgan Stanley
New York
$3.75M -$354K -18,587 -9%
FFA
7
First Foundation Advisors
California
$3.67M -$53.5K -2,805 -1%
UBS Group
8
UBS Group
Switzerland
$3.51M -$1.72M -90,211 -33%
AI
9
ArchPoint Investors
Florida
$2.95M -$608K -31,897 -17%
IP
10
Intellectus Partners
California
$2.87M -$109K -5,723 -4%
Invesco
11
Invesco
Georgia
$2.81M +$135K +7,093 +5%
Wells Fargo
12
Wells Fargo
California
$1.97M +$473K +24,798 +32%
Ameriprise
13
Ameriprise
Minnesota
$1.67M -$6.63K -348 -0.4%
SFS
14
Shaker Financial Services
Virginia
$1.57M +$1.23M +64,769 +371%
LGWM
15
Litman Gregory Wealth Management
California
$1.17M +$337K +17,700 +41%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.13M -$33.6K -1,764 -3%
RJA
17
Raymond James & Associates
Florida
$1.09M -$11.3K -592 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.02M -$138K -7,275 -12%
UR
19
USCA RIA
Texas
$963K -$29.1K -1,525 -3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$945K +$14.2K +746 +2%
SAM
21
Secure Asset Management
Michigan
$917K -$109K -5,700 -11%
LPL Financial
22
LPL Financial
California
$850K +$96.1K +5,044 +13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$672K +$75.8K +3,977 +13%
PAS
24
Park Avenue Securities
New York
$668K +$75.8K +3,977 +13%
MWPCG
25
Measured Wealth Private Client Group
New Hampshire
$636K +$167K +8,793 +36%