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
+$17.2M
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
-$12.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.25M
3
UBS Group
UBS Group
Switzerland
-$3.35M
4
IP
Intellectus Partners
California
-$2.59M
5
Morgan Stanley
Morgan Stanley
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
76
Banque Pictet & Cie
Switzerland
$433K +$433K +25,000 New
PNAA
77
Pictet North America Advisors
Switzerland
$433K +$433K +25,000 New
Creative Planning
78
Creative Planning
Kansas
$431K +$30.4K +1,753 +8%
TA
79
Tiedemann Advisors
New York
$420K -$1.34M -77,778 -76%
POIA
80
Pin Oak Investment Advisors
Texas
$414K +$121K +6,975 +41%
SWM
81
SeaCrest Wealth Management
New York
$410K -$62K -3,576 -13%
SWP
82
Stratos Wealth Partners
Ohio
$382K +$65.4K +3,775 +21%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$375K +$375K +21,639 New
JIC
84
Joel Isaacson & Co
New York
$374K +$374K +20,000 New
WTC
85
WhitTier Trust Company
Nevada
$370K -$9.52K -549 -3%
FSA
86
Fort Sheridan Advisors
Illinois
$367K +$367K +21,157 New
AC
87
Addison Capital
Pennsylvania
$348K -$17.3K -1,000 -5%
RCM
88
RB Capital Management
Nevada
$343K +$97.3K +5,612 +40%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$342K – – –
NL
90
NWAM LLC
Washington
$339K +$2.44K +141 +0.7%
AF
91
Affiance Financial
Minnesota
$332K +$140K +8,071 +73%
BRWA
92
B. Riley Wealth Advisors
Florida
$323K +$53.9K +3,105 +20%
Citigroup
93
Citigroup
New York
$314K -$72.5K -4,185 -19%
GIP
94
Granite Investment Partners
California
$309K +$7.89K +456 +3%
Wolverine Trading
95
Wolverine Trading
Illinois
$307K +$105K +6,019 +52%
CAN
96
Claraphi Advisory Network
United States
$278K -$20.7K -1,199 -7%
PFA
97
Pettinga Financial Advisors
Indiana
$274K +$274K +15,800 New
TSS
98
Two Sigma Securities
New York
$271K +$271K +15,650 New
FG
99
Fiduciary Group
Georgia
$265K +$5.19K +300 +2%
WIM
100
Westside Investment Management
California
$252K +$866 +50 +0.3%
2 3
4
5 6