DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

168 hedge funds and large institutions have $255M invested in DoubleLine Income Solutions Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
50
Reduced
56
Closed
12
Calls
$240K
Puts
$244K
Net Calls
-$4K
Net Calls Change
+$44K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.51M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
MHS
3
M Holdings Securities
Oregon
$916K
4
MGAM
4
McGowan Group Asset Management
Texas
$41M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$739K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$3.44M
2
CPRC
2
Consolidated Portfolio Review Corp
New York
$1.04M
3
Morgan Stanley
3
Morgan Stanley
New York
$36M
4
GC
4
Guggenheim Capital
Illinois
$3.44M
5
PFA
5
Pettinga Financial Advisors
Indiana
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
76
JNBA Financial Advisors
Minnesota
$442K -$2.94K -251 -0.7%
AWM
77
Apollon Wealth Management
South Carolina
$437K – – –
OIA
78
Optimum Investment Advisors
Illinois
$427K – – –
AWA
79
Arete Wealth Advisors
Illinois
$417K -$3.15K -269 -0.8%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$416K +$416K +35,458 New
TA
81
Tiedemann Advisors
New York
$414K – – –
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$404K +$75K +6,435 +23%
CFA
83
Capstone Financial Advisors
Illinois
$401K +$401K +34,224 New
PAA
84
Peregrine Asset Advisers
Oregon
$392K +$392K +33,451 New
Mariner
85
Mariner
Kansas
$381K +$127K +10,850 +50%
PCM
86
Parsons Capital Management
Rhode Island
$366K – – –
SPC
87
Sigma Planning Corp
Michigan
$361K +$59.5K +5,074 +20%
WS
88
Wedbush Securities
California
$358K -$19.1K -1,627 -5%
AI
89
ArchPoint Investors
Florida
$352K – – –
CAM
90
Concorde Asset Management
Michigan
$352K – – –
CIBC World Market
91
CIBC World Market
Ontario, Canada
$348K +$348K +29,679 New
GIP
92
Granite Investment Partners
California
$332K +$10.2K +867 +3%
AAM
93
Advisors Asset Management
Colorado
$324K -$2.33K -199 -0.7%
BRWA
94
B. Riley Wealth Advisors
Florida
$312K +$22.4K +1,914 +8%
NCM
95
NCM Capital Management
New Jersey
$305K -$8.2K -700 -3%
IA
96
IFP Advisors
Florida
$292K +$290K +24,717 +12,547%
EH
97
Equitable Holdings
New York
$291K +$633 +54 +0.2%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$288K +$22.3K +1,900 +8%
WJWM
99
Williams Jones Wealth Management
New York
$275K +$275K +23,455 New
NLP
100
Next Level Private
New York
$270K – – –
2 3
4
5 6