DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

147 hedge funds and large institutions have $400M invested in DoubleLine Income Solutions Fund in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
37
Increased
41
Reduced
48
Closed
17
Calls
$380K
Puts
$321K
Net Calls
+$59K
Net Calls Change
+$770K

Top Buyers

1
CA
Cornerstone Advisory
Maryland
$19.6M
2
CRC
Curi RMB Capital
Illinois
$3.94M
3
FIMG
Financial & Investment Management Group
Michigan
$3.76M
4
SFS
Shaker Financial Services
Virginia
$3.56M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$3.22M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.6M
3
UBS Group
UBS Group
Switzerland
$65.8M
4
IP
Intellectus Partners
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
51
Penn Mutual Asset Management
Pennsylvania
$1.04M – – –
WAM
52
Wolverine Asset Management
Illinois
$898K +$898K +51,835 New
WT
53
Whittier Trust
California
$827K -$80.1K -4,630 -9%
AA
54
Apriem Advisors
California
$800K +$32.7K +1,888 +4%
DADC
55
D.A. Davidson & Co
Montana
$783K +$304K +17,533 +63%
PCM
56
Pointe Capital Management
Michigan
$741K -$16.6K -960 -2%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$709K +$224K +12,911 +46%
HWA
58
HCR Wealth Advisors
California
$705K -$27.1K -1,562 -4%
SMC
59
Smith, Moore & Co
Missouri
$692K -$6.18K -357 -0.9%
LGWM
60
Litman Gregory Wealth Management
California
$691K +$691K +39,889 New
OIA
61
Optimum Investment Advisors
Illinois
$644K -$235K -13,564 -27%
MIG
62
Mariner Investment Group
New York
$639K +$639K +36,861 New
FI
63
FormulaFolio Investments
Michigan
$620K – – –
MAFM
64
Mid Atlantic Financial Management
Pennsylvania
$607K +$607K +35,027 New
DA
65
Doliver Advisors
Texas
$607K +$607K +35,054 New
AI
66
ArchPoint Investors
Florida
$569K +$448K +25,825 +369%
HCM
67
Hollencrest Capital Management
California
$564K +$1.34K +77 +0.2%
ClearBridge Investments
68
ClearBridge Investments
New York
$555K – – –
RJFSA
69
Raymond James Financial Services Advisors
Florida
$530K -$438K -25,300 -45%
FAIM
70
Financial Advocates Investment Management
Washington
$527K +$884 +51 +0.2%
WS
71
Wedbush Securities
California
$487K -$277 -16 -0.1%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$467K -$28.2K -1,625 -6%
HighTower Advisors
73
HighTower Advisors
Illinois
$453K +$130K +7,503 +40%
FM
74
Foster & Motley
Ohio
$439K -$171K -9,874 -28%
BAM
75
Belpointe Asset Management
Nevada
$435K +$153K +8,825 +54%
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