DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

147 hedge funds and large institutions have $400M invested in DoubleLine Income Solutions Fund in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
37
Increased
41
Reduced
48
Closed
17
Calls
$380K
Puts
$321K
Net Calls
+$59K
Net Calls Change
+$770K

Top Buyers

1
CA
Cornerstone Advisory
Maryland
+$17.2M
2
CRC
Curi RMB Capital
Illinois
+$3.94M
3
FIMG
Financial & Investment Management Group
Michigan
+$3.76M
4
SFS
Shaker Financial Services
Virginia
+$3.56M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.22M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$12.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.25M
3
UBS Group
UBS Group
Switzerland
-$3.35M
4
IP
Intellectus Partners
California
-$2.59M
5
Morgan Stanley
Morgan Stanley
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
101
IHT Wealth Management
Illinois
$250K +$250K +14,453 New
APA
102
American Portfolios Advisors
New York
$245K -$30.7K -1,774 -11%
GWM
103
Geneos Wealth Management
Colorado
$241K +$61K +3,500 +34%
HB
104
Homrich & Berg
Georgia
$221K +$608 +35 +0.3%
PAG
105
Pinnacle Advisory Group
Maryland
$213K -$320K -18,530 -60%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$212K – – –
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$207K +$207K +11,936 New
CA
108
Cetera Advisors
Colorado
$206K – – –
Millennium Management
109
Millennium Management
New York
$204K +$204K +11,785 New
IA
110
IFP Advisors
Florida
$203K -$188K -10,767 -48%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$201K +$201K +11,599 New
SPC
112
Sigma Planning Corp
Michigan
$198K +$198K +11,408 New
HSBC Holdings
113
HSBC Holdings
United Kingdom
$190K +$17.3K +1,000 +10%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$189K – – –
NCM
115
Next Capital Management
New York
$185K +$185K +10,662 New
CHA
116
Cedar Hill Associates
Illinois
$178K – – –
BA
117
Bard Associates
Illinois
$177K -$206K – –
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$155K -$7.55K -435 -5%
MOS
119
MGO One Seven
Ohio
$90K +$90K +5,210 New
YWP
120
YorkBridge Wealth Partners
New York
$87K – – –
AWM
121
Arbor Wealth Management
Florida
$79K +$79K +1,667 New
RCAG
122
Rehmann Capital Advisory Group
Michigan
$54.2K -$457K -26,385 -89%
NFG
123
Next Financial Group
Texas
$52K +$47.7K +2,772 +1,109%
CFGS
124
Concourse Financial Group Securities
Alabama
$50K – – –
BAM
125
Bruderman Asset Management
New York
$40K – – –
3 4
5
6 7