DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

128 hedge funds and large institutions have $451M invested in DoubleLine Income Solutions Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-11
Holders Change %
-7.91%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
49
Reduced
42
Closed
22
Calls
$30K
Puts
$741K
Net Calls
-$711K
Net Calls Change
-$1.34M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$4.09M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$4.29M
3
Ameriprise
3
Ameriprise
Minnesota
$6.56M
4
CA
4
Cornerstone Advisory
Maryland
$2.84M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$12.1M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$0
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
JIP
3
Jaffetilchin Investment Partners
Florida
$0
4
Invesco
4
Invesco
Georgia
$21.5M
5
Bessemer Group
5
Bessemer Group
New Jersey
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
101
Bard Associates
Illinois
$206K -$204K – –
HSBC Holdings
102
HSBC Holdings
United Kingdom
$202K +$202K +10,000 New
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$19.5K +967 +12%
SPIA
104
Steward Partners Investment Advisory
New York
$160K +$28.7K +1,418 +22%
AI
105
ArchPoint Investors
Florida
$141K +$10.1K +500 +8%
YWP
106
YorkBridge Wealth Partners
New York
$102K +$30.6K +1,500 +43%
TRCT
107
Tower Research Capital (TRC)
New York
$101K +$101K +5,001 New
HCM
108
Hilton Capital Management
New York
$72K -$72K -3,580 Closed
BWL
109
Bogart Wealth LLC
Virginia
$66K – – –
CFGS
110
Concourse Financial Group Securities
Alabama
$59K +$59K +2,920 New
BRC
111
Bell Rock Capital
Delaware
$57K – – –
PA
112
Parallel Advisors
California
$50K +$564 +28 +1%
BAM
113
Bruderman Asset Management
New York
$47K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$40K -$84.6K -4,163 -68%
AIM
115
Advantage Investment Management
Iowa
$30K – – –
MFT
116
Moisand Fitzgerald Tamayo
Florida
$20K – – –
First Manhattan
117
First Manhattan
New York
$20K – – –
WWM
118
Wagner Wealth Management
South Carolina
$19K – – –
Simplex Trading
119
Simplex Trading
Illinois
$18K +$18K +923 New
WA
120
WealthTrust-Arizona
Arizona
$17K +$17K +860 New
FWM
121
Focused Wealth Management
New York
$10K – – –
CCM
122
Cribstone Capital Management
Maine
$10K – – –
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
AA
124
Ancora Advisors
Ohio
$10K +$10K +500 New
Northern Trust
125
Northern Trust
Illinois
$7K +$3.31K +16,200 +90%
2 3 4
5
6