DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

168 hedge funds and large institutions have $279M invested in DoubleLine Income Solutions Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
57
Reduced
56
Closed
15
Calls
$218K
Puts
$378K
Net Calls
-$160K
Net Calls Change
+$87K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$10.3M
2
AWM
2
Activest Wealth Management
Florida
$1.67M
3
Ameriprise
3
Ameriprise
Minnesota
$7.96M
4
Wells Fargo
4
Wells Fargo
California
$13M
5
SWA
5
Stratos Wealth Advisors
Ohio
$609K

Top Sellers

1
HIG
1
Herr Investment Group
Texas
$4.64M
2
EW
2
Evoke Wealth
California
$294K
3
UBS Group
3
UBS Group
Switzerland
$14.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$7.3M
5
PI
5
PFG Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
26
Golden State Equity Partners
California
$1.99M +$1.99M +158,762 New
FSA
27
Fort Sheridan Advisors
Illinois
$1.86M +$109K +8,739 +6%
AWM
28
Activest Wealth Management
Florida
$1.67M +$1.38M +110,589 +480%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.5M -$686K -54,811 -31%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$1.47M -$16.3K -1,300 -1%
SWP
31
Strategic Wealth Partners
Ohio
$1.45M – – –
MPCG
32
Matrix Private Capital Group
New York
$1.36M -$4.7K -375 -0.3%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$1.32M +$39.1K +3,122 +3%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.29M -$380K -30,359 -23%
RJA
35
Raymond James & Associates
Florida
$1.28M -$94.9K -7,578 -7%
PAG
36
Private Advisor Group
New Jersey
$1.24M +$1.06K +85 +0.1%
PCMU
37
Paragon Capital Management (Utah)
Utah
$1.2M -$3.27K -261 -0.3%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$1.2M +$51.4K +4,085 +4%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1.16M +$29.7K +2,376 +3%
ACP
40
Arcus Capital Partners
Georgia
$1.15M -$47.3K -3,779 -4%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$1.05M – – –
SDWIA
42
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$946K +$185K +14,760 +24%
AWS
43
Atria Wealth Solutions
New York
$922K -$66K -5,274 -7%
NA
44
NewEdge Advisors
Louisiana
$920K -$10.9K -870 -1%
WS
45
Wedbush Securities
California
$898K +$339K +27,104 +61%
CPRC
46
Consolidated Portfolio Review Corp
New York
$882K -$193K -15,455 -18%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$845K -$181K -14,489 -18%
FM
48
Foster & Motley
Ohio
$840K -$34.7K -2,771 -4%
TCM
49
Triumph Capital Management
Colorado
$826K -$66.3K -5,295 -7%
HKAM
50
Horizon Kinetics Asset Management
New York
$793K -$11.1K -887 -1%
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