DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

134 hedge funds and large institutions have $489M invested in DoubleLine Income Solutions Fund in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
23
Increased
57
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$5.14M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$5.03M
3
AWM
3
Arbor Wealth Management
Florida
$6.72M
4
SFS
4
Shaker Financial Services
Virginia
$4.08M
5
CHA
5
Cedar Hill Associates
Illinois
$10M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$82.5M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$1.6M
3
Invesco
3
Invesco
Georgia
$18.8M
4
Bessemer Group
4
Bessemer Group
New Jersey
$8.17M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Pinnacle Associates
New York
$685K -$57K -2,825 -8%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$651K +$24K +1,189 +4%
Creative Planning
78
Creative Planning
Kansas
$567K +$317K +15,685 +127%
DADC
79
D.A. Davidson & Co
Montana
$561K -$27.1K -1,341 -5%
WS
80
Wedbush Securities
California
$526K +$47K +2,324 +10%
OIA
81
Optimum Investment Advisors
Illinois
$523K +$2.22K +110 +0.4%
QFA
82
Quattro Financial Advisors
Texas
$497K -$651K -31,650 -57%
IA
83
IFP Advisors
Florida
$482K -$53K -2,622 -10%
POIA
84
Pin Oak Investment Advisors
Texas
$457K +$457K +22,655 New
FAIM
85
Financial Advocates Investment Management
Washington
$452K +$452K +22,397 New
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$445K +$50.8K +2,514 +13%
RCM
87
RB Capital Management
Nevada
$430K +$25.6K +1,267 +6%
SWM
88
SeaCrest Wealth Management
New York
$428K +$428K +21,180 New
AC
89
Addison Capital
Pennsylvania
$426K – – –
HighTower Advisors
90
HighTower Advisors
Illinois
$412K +$37.3K +1,858 +10%
NL
91
NWAM LLC
Washington
$408K +$2.53K +125 +0.6%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$379K +$65.6K +3,252 +21%
BP
93
Ballentine Partners
Massachusetts
$363K +$363K +18,000 New
CAN
94
Claraphi Advisory Network
United States
$358K +$358K +17,755 New
BRWA
95
B. Riley Wealth Advisors
Florida
$341K -$344K -17,009 -50%
SWP
96
Stratos Wealth Partners
Ohio
$328K +$129K +6,415 +65%
IIA
97
IPG Investment Advisors
California
$303K -$41K -2,029 -12%
FG
98
Fiduciary Group
Georgia
$303K – – –
CCM
99
Coe Capital Management
Illinois
$293K -$589K -29,140 -67%
GIP
100
Granite Investment Partners
California
$272K +$6.35K +315 +2%
2 3
4
5 6