DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

134 hedge funds and large institutions have $482M invested in DoubleLine Income Solutions Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
–
Holders Change %
0%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
49
Reduced
39
Closed
20
Calls
$785K
Puts
$343K
Net Calls
+$442K
Net Calls Change
+$442K

Top Buyers

1
Invesco
1
Invesco
Georgia
$22.7M
2
Stifel Financial
2
Stifel Financial
Missouri
$6.22M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$4.35M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$10.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.8M

Top Sellers

1
AWM
1
Arbor Wealth Management
Florida
$3.84M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$15M
4
UBS Group
4
UBS Group
Switzerland
$80.2M
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
101
Legacy Financial Strategies
Kansas
$212K +$212K +10,559 New
DY
102
Dowling & Yahnke
California
$211K -$212K – –
GWM
103
Geneos Wealth Management
Colorado
$209K +$24.8K +1,241 +13%
VHAM
104
Van Hulzen Asset Management
California
$208K +$2.41K +120 +1%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$147K +$22.2K +1,107 +18%
AI
106
ArchPoint Investors
Florida
$141K – – –
KCPG
107
Kavar Capital Partners Group
Kansas
$131K +$131K +6,500 New
SPIA
108
Steward Partners Investment Advisory
New York
$129K +$699 +35 +0.5%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$113K +$25.8K +1,288 +30%
ASN
110
Advisory Services Network
Georgia
$103K +$27.6K +1,377 +37%
APA
111
American Portfolios Advisors
New York
$94.4K +$2.01K +100 +2%
AWA
112
Acorn Wealth Advisors
Michigan
$82K +$1.19K +56 +1%
BWL
113
Bogart Wealth LLC
Virginia
$76K -$33.2K -1,640 -30%
YWP
114
YorkBridge Wealth Partners
New York
$72K +$51.4K +2,500 +250%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K +$807 +40 +1%
BRC
116
Bell Rock Capital
Delaware
$57K +$57K +2,817 New
BAM
117
Bruderman Asset Management
New York
$46K +$46K +2,302 New
HNB
118
Huntington National Bank
Ohio
$40K – – –
APP
119
Avantax Planning Partners
Iowa
$38K +$38K +1,878 New
AIM
120
Advantage Investment Management
Iowa
$30K – – –
PA
121
Parallel Advisors
California
$25K – – –
SFSIG
122
San Francisco Sentry Investment Group
California
$24K -$24K – –
First Manhattan
123
First Manhattan
New York
$20K – – –
MFT
124
Moisand Fitzgerald Tamayo
Florida
$20K – – –
WF
125
WealthTrust Fairport
Ohio
$20K +$20K +1,000 New
3 4
5
6 7