DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

142 hedge funds and large institutions have $290M invested in DoubleLine Income Solutions Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
142
Holders Change
-2
Holders Change %
-1.39%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
44
Reduced
53
Closed
18
Calls
$788K
Puts
$1.9M
Net Calls
-$1.12M
Net Calls Change
-$1.01M

Top Buyers

1
EW
1
Evoke Wealth
California
$2.52M
2
N
2
Natixis
France
$2.39M
3
LPL Financial
3
LPL Financial
California
$7.04M
4
FM
4
Foster & Motley
Ohio
$1.36M
5
LGWM
5
Litman Gregory Wealth Management
California
$1.69M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.8M
2
Ameriprise
2
Ameriprise
Minnesota
$2.21M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$3.01M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$826K
5
Morgan Stanley
5
Morgan Stanley
New York
$45.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
101
Sowell Financial Services
Arkansas
$224K 13,954 +3,368 +32%
NL
102
NWAM LLC
Washington
$217K 13,543 -2,413 -15%
HB
103
Homrich & Berg
Georgia
$209K 13,022 +51 +0.4%
VCM
104
Vivaldi Capital Management
Illinois
$179K 11,100 – –
ASN
105
Advisory Services Network
Georgia
$177K 11,048 – –
Fiera Capital (Canada)
106
Fiera Capital (Canada)
Quebec, Canada
$175K 10,942 – –
NFG
107
Next Financial Group
Texas
$174K 10,861 -5,011 -32%
EE
108
EWG Elevate
California
$168K 10,497 +10,497 New
BAM
109
Blueshift Asset Management
New Jersey
$163K 10,184 -910 -8%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$161K 10,021 +38 +0.4%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$160K 10,000 – –
5L
112
55I LLC
Massachusetts
$160K 10,000 – –
CPW
113
Catalyst Private Wealth
California
$152K 9,494 +9,494 New
ED
114
Exane Derivatives
France
$149K 9,300 +9,300 New
WLPWM
115
Walled Lake Planning & Wealth Management
Illinois
$98K 6,100 +6,100 New
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$91K 5,650 +5,650 New
HIA
117
Harbor Investment Advisory
Maryland
$87K 5,454 – –
WT
118
Washington Trust
Rhode Island
$73K 4,565 – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$50K 2,791 – –
IAS
120
IMA Advisory Services
Colorado
$48K 3,000 -1,000 -25%
CHA
121
Carmichael Hill & Associates
Maryland
$42K 2,650 – –
APC
122
Aspire Private Capital
North Carolina
$40K 2,480 +2,480 New
GSWM
123
Golden State Wealth Management
California
$39K 2,454 +2,454 New
PFS
124
Prospera Financial Services
Texas
$32K 1,986 +1,986 New
SIA
125
SeaBridge Investment Advisors
New Jersey
$25K 1,530 – –
3 4
5
6 7