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 %
Citigroup
101
Citigroup
New York
$272K +$113K +5,600 +71%
CA
102
Cetera Advisors
Colorado
$270K +$20.2K +1,009 +8%
BAM
103
Belpointe Asset Management
Nevada
$251K +$251K +12,450 New
SAM
104
Summit Asset Management
Tennessee
$243K +$847 +42 +0.3%
Lido Advisors
105
Lido Advisors
California
$241K – – –
AGM
106
Alpine Global Management
New York
$238K +$238K +11,772 New
BA
107
Bard Associates
Illinois
$216K -$233K – –
DY
108
Dowling & Yahnke
California
$212K – – –
VHAM
109
Van Hulzen Asset Management
California
$207K +$207K +10,230 New
GWM
110
Geneos Wealth Management
Colorado
$185K +$14.1K +700 +8%
PWM
111
Perigon Wealth Management
California
$163K +$36.4K +1,800 +29%
AI
112
ArchPoint Investors
Florida
$141K – – –
SPIA
113
Steward Partners Investment Advisory
New York
$129K +$763 +38 +0.6%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$77.9K +3,810 +159%
BWL
115
Bogart Wealth LLC
Virginia
$109K -$465 -23 -0.4%
TA
116
Townsend & Associates
Colorado
$106K +$106K +5,249 New
APA
117
American Portfolios Advisors
New York
$92.9K +$92.9K +4,600 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$88K +$20.7K +1,025 +31%
AWA
119
Acorn Wealth Advisors
Michigan
$84K +$84K +3,798 New
ASN
120
Advisory Services Network
Georgia
$76K +$1.29K +64 +2%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68K +$19.2K +956 +39%
BI
122
Bramshill Investments
Florida
$63K +$63K +3,131 New
CA
123
Calton & Associates
Florida
$50K +$50K +2,440 New
AIM
124
Advantage Investment Management
Iowa
$30K – – –
PA
125
Parallel Advisors
California
$25K – – –
2 3 4
5
6