DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

168 hedge funds and large institutions have $255M invested in DoubleLine Income Solutions Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
50
Reduced
56
Closed
12
Calls
$240K
Puts
$244K
Net Calls
-$4K
Net Calls Change
+$44K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.51M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
MHS
3
M Holdings Securities
Oregon
$916K
4
MGAM
4
McGowan Group Asset Management
Texas
$41M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$739K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$3.44M
2
CPRC
2
Consolidated Portfolio Review Corp
New York
$1.04M
3
Morgan Stanley
3
Morgan Stanley
New York
$36M
4
GC
4
Guggenheim Capital
Illinois
$3.44M
5
PFA
5
Pettinga Financial Advisors
Indiana
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.71M +$197K +16,820 +13%
PFA
27
Pettinga Financial Advisors
Indiana
$1.66M -$760K -64,808 -31%
CAN
28
Cetera Advisor Networks
California
$1.65M -$93.8K -8,005 -5%
Truist Financial
29
Truist Financial
North Carolina
$1.53M -$37.3K -3,186 -2%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.5M -$51K -4,354 -3%
AWM
31
AE Wealth Management
Kansas
$1.44M +$1.28M +109,613 +807%
SWP
32
Strategic Wealth Partners
Ohio
$1.36M – – –
FSA
33
Fort Sheridan Advisors
Illinois
$1.32M +$98.7K +8,424 +8%
MPCG
34
Matrix Private Capital Group
New York
$1.3M -$36.1K -3,076 -3%
PAG
35
Private Advisor Group
New Jersey
$1.2M -$61.2K -5,224 -5%
RJA
36
Raymond James & Associates
Florida
$1.16M +$231K +19,683 +25%
PCMU
37
Paragon Capital Management (Utah)
Utah
$1.13M +$20.1K +1,717 +2%
NA
38
NewEdge Advisors
Louisiana
$1.08M -$205K -17,483 -16%
CPRC
39
Consolidated Portfolio Review Corp
New York
$1.04M -$1.57M -133,680 -60%
AWS
40
Atria Wealth Solutions
New York
$1.01M -$204K -17,382 -17%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$996K +$59.6K +5,085 +6%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$983K +$11.7K +1,000 +1%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$981K -$3.49K -298 -0.4%
EGA
44
E&G Advisors
Texas
$972K -$11.7K -1,000 -1%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$968K +$7.17K +612 +0.7%
HKAM
46
Horizon Kinetics Asset Management
New York
$953K -$5.24K -447 -0.5%
MHS
47
M Holdings Securities
Oregon
$916K +$916K +78,167 New
FM
48
Foster & Motley
Ohio
$891K -$11.9K -1,016 -1%
KAS
49
Kestra Advisory Services
Texas
$891K -$542K -46,245 -38%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$880K -$386K -32,919 -30%
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