DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

116 hedge funds and large institutions have $402M invested in DoubleLine Income Solutions Fund in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
37
Reduced
37
Closed
13
Calls
–
Puts
$196K
Net Calls
-$196K
Net Calls Change
-$336K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$19.3M
2
UBS Group
2
UBS Group
Switzerland
$61.3M
3
WCMNY
3
Westchester Capital Management (New York)
New York
$3.35M
4
WAM
4
Weiss Asset Management
Massachusetts
$3.12M
5
FFA
5
First Foundation Advisors
California
$10.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$32.4M
2
HK
2
Horizon Kinetics
New York
$5.62M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$41K
4
FG
4
Fiduciary Group
Georgia
$184K
5
FIMG
5
Financial & Investment Management Group
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
76
OTA Financial Group
New York
$376K +$376K +21,747 New
CW
77
Cobiz Wealth
Colorado
$367K – – –
HNB
78
Huntington National Bank
Ohio
$365K -$389K – –
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$301K -$131K -8,055 -30%
PFS
80
Prospera Financial Services
Texas
$276K +$276K +17,034 New
KeyBank National Association
81
KeyBank National Association
Ohio
$269K -$13K -800 -5%
CAN
82
Cetera Advisor Networks
California
$265K – – –
EGA
83
E&G Advisors
Texas
$251K +$251K +15,500 New
CA
84
Cornerstone Advisory
Maryland
$214K +$214K +13,200 New
DADC
85
D.A. Davidson & Co
Montana
$211K +$8.41K +519 +4%
HCIA
86
Hochman Cole Investment Advisors
Illinois
$202K +$202K +12,466 New
Wellington Management Group
87
Wellington Management Group
Massachusetts
$198K -$198K -12,200 -50%
WTC
88
WhitTier Trust Company
Nevada
$195K -$37.1K -2,289 -16%
OA
89
Oxbow Advisors
Texas
$186K -$62.3K -3,830 -25%
FG
90
Fiduciary Group
Georgia
$184K -$2.24M -138,080 -92%
WAM
91
Wolverine Asset Management
Illinois
$172K +$68K +4,212 +65%
AI
92
ArchPoint Investors
Florida
$114K +$114K +7,000 New
JWM
93
Jacobus Wealth Management
Wisconsin
$102K – – –
AIA
94
Allegis Investment Advisors
Idaho
$81K +$81K +5,000 New
TIM
95
Tortoise Investment Management
New York
$79K -$24.3K -1,500 -23%
IA
96
IFP Advisors
Florida
$62K +$62K +3,806 New
SIA
97
SeaBridge Investment Advisors
New Jersey
$55K +$3.24K +200 +6%
AIG
98
American International Group
New York
$53K -$4.84K -300 -8%
Creative Planning
99
Creative Planning
Kansas
$53K +$8.15K +500 +18%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$46K -$13.1K -800 -22%
2 3
4
5 6