DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

127 hedge funds and large institutions have $493M invested in DoubleLine Income Solutions Fund in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+13
Holders Change %
+11.4%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
53
Reduced
28
Closed
11
Calls
–
Puts
$317K
Net Calls
-$317K
Net Calls Change
-$324K

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$12.7M
2
Invesco
2
Invesco
Georgia
$20.9M
3
Wells Fargo
3
Wells Fargo
California
$13.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.63M
5
LPL Financial
5
LPL Financial
California
$11.7M

Top Sellers

1
CHA
1
Cedar Hill Associates
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$54.7M
3
Bank of America
3
Bank of America
North Carolina
$22.1M
4
HK
4
Horizon Kinetics
New York
$10M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
WFG Advisors
Texas
$76K – – –
GWM
102
Geneos Wealth Management
Colorado
$59K +$41.1K +2,200 +230%
GWS
103
Glassman Wealth Services
Virginia
$57K +$19K +1,000 +50%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$55K +$55K +2,906 New
Creative Planning
105
Creative Planning
Kansas
$54K -$94.9K -5,009 -64%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$49K +$49K +2,570 New
TJHA
107
Thomas J. Herzfeld Advisors
Florida
$47K – – –
TIM
108
Tortoise Investment Management
New York
$41K -$13.1K -700 -24%
WEC
109
Winslow Evans & Crocker
Massachusetts
$38K – – –
PCM
110
Penserra Capital Management
California
$30K +$3.33K +181 +12%
SPIA
111
Steward Partners Investment Advisory
New York
$30K +$30K +1,629 New
PMFA
112
Plante Moran Financial Advisors
Michigan
$26K – – –
TCOV
113
Trust Company of Vermont
Vermont
$23K +$23K +1,200 New
NFG
114
Next Financial Group
Texas
$21K – – –
NSIM
115
North Star Investment Management
Illinois
$19K – – –
PCA
116
Peddock Capital Advisors
Massachusetts
$18K – – –
First Manhattan
117
First Manhattan
New York
$18K – – –
AIM
118
Advantage Investment Management
Iowa
$14K +$4.49K +236 +47%
M
119
MOTCO
Texas
$13K +$13K +667 New
AC
120
Alexandria Capital
Virginia
$12K +$197 +10 +2%
FWM
121
Focused Wealth Management
New York
$10K – – –
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +500 New
AA
123
Ancora Advisors
Ohio
$9K +$9K +500 New
IWM
124
IHT Wealth Management
Illinois
$7K +$7K +356 New
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$6K +321 New
2 3 4
5
6