DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

124 hedge funds and large institutions have $480M invested in DoubleLine Income Solutions Fund in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
55
Reduced
30
Closed
16
Calls
–
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$732K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$21.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.3M
3
UBS Group
3
UBS Group
Switzerland
$90.4M
4
PPA
4
Parametric Portfolio Associates
Washington
$2.48M
5
CA
5
Cornerstone Advisory
Maryland
$1.77M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.7M
2
TA
2
Tiedemann Advisors
New York
$3.05M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.73M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$1.78M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
76
Aureus Asset Management
Massachusetts
$422K +$702 +34 +0.2%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$403K – – –
RCM
78
RB Capital Management
Nevada
$399K +$20.7K +1,001 +5%
AC
79
Addison Capital
Pennsylvania
$399K +$190K +9,200 +91%
NL
80
NWAM LLC
Washington
$359K -$128K -6,191 -26%
AG
81
Advisor Group
Arizona
$343K +$62K +3,002 +22%
CBU
82
CIBC Bank USA
Illinois
$333K +$333K +16,125 New
IIA
83
IPG Investment Advisors
California
$331K +$83.2K +4,029 +34%
CA
84
Cetera Advisors
Colorado
$297K -$323K -15,596 -52%
AW
85
ACG Wealth
Georgia
$282K +$31.2K +1,516 +12%
FG
86
Fiduciary Group
Georgia
$279K – – –
SAM
87
Summit Asset Management
Tennessee
$247K +$846 +41 +0.3%
CWM
88
Concert Wealth Management
California
$227K +$227K +11,000 New
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$224K +$5.68K +275 +3%
Creative Planning
90
Creative Planning
Kansas
$219K +$57.2K +2,763 +35%
PFS
91
Prospera Financial Services
Texas
$212K -$143K -6,934 -40%
US Bancorp
92
US Bancorp
Minnesota
$207K – – –
BA
93
Bard Associates
Illinois
$205K – – –
AI
94
ArchPoint Investors
Florida
$145K – – –
Deutsche Bank
95
Deutsche Bank
Germany
$142K +$309 +15 +0.2%
Citigroup
96
Citigroup
New York
$139K -$176K -8,566 -56%
GWM
97
Geneos Wealth Management
Colorado
$133K -$61.8K -3,000 -32%
SPIA
98
Steward Partners Investment Advisory
New York
$131K +$18.2K +882 +16%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$93K – – –
ASN
100
Advisory Services Network
Georgia
$70K +$1.3K +63 +2%
2 3
4
5 6