DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

163 hedge funds and large institutions have $264M invested in DoubleLine Income Solutions Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
54
Reduced
49
Closed
19
Calls
$166K
Puts
$214K
Net Calls
-$48K
Net Calls Change
-$19K

Top Buyers

1
ACP
1
Arcus Capital Partners
Georgia
$6.86M
2
Ameriprise
2
Ameriprise
Minnesota
$5.06M
3
GSEP
3
Golden State Equity Partners
California
$1.78M
4
SWP
4
Strategic Wealth Partners
Ohio
$1.38M
5
MGAM
5
McGowan Group Asset Management
Texas
$40.8M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
UBS Group
2
UBS Group
Switzerland
$11.3M
3
RIG
3
Ramiah Investment Group
Wisconsin
$620K
4
Invesco
4
Invesco
Georgia
$10.2M
5
MHS
5
M Holdings Securities
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
101
RFG Advisory
Alabama
$207K +$207K +17,355 New
WLPWM
102
Walled Lake Planning & Wealth Management
Illinois
$198K – – –
AWE
103
Avidian Wealth Enterprises
Texas
$191K – – –
FFA
104
First Foundation Advisors
California
$181K -$246K -20,651 -58%
CAG
105
Csenge Advisory Group
Florida
$180K -$15.9K -1,335 -8%
KA
106
Kovack Advisors
Florida
$178K +$10.6K +894 +6%
FFN
107
Focus Financial Network
Minnesota
$169K +$29.2K +2,428 +21%
ICG
108
InterOcean Capital Group
Tennessee
$169K – – –
AWM
109
AE Wealth Management
Kansas
$162K -$66.5K -5,585 -29%
SCA
110
Snowden Capital Advisors
New York
$158K +$16.2K +1,361 +11%
PCM
111
Pointe Capital Management
Michigan
$149K +$167 +14 +0.1%
ASN
112
Advisory Services Network
Georgia
$149K +$5.48K +460 +4%
GWM
113
Geneos Wealth Management
Colorado
$147K -$20.4K -1,713 -12%
Lido Advisors
114
Lido Advisors
California
$144K +$144K +12,112 New
PI
115
Parkside Investments
Illinois
$143K – – –
GCM
116
Gator Capital Management
Florida
$136K – – –
DWT
117
Dorsey & Whitney Trust
South Dakota
$134K +$134K +11,250 New
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$132K -$6.85K -576 -5%
WP
119
WealthPLAN Partners
Nebraska
$130K – – –
AA
120
Apriem Advisors
California
$129K – – –
AFA
121
American Financial Advisors
Georgia
$121K +$121K +10,143 New
VCM
122
Vivaldi Capital Management
Illinois
$120K – – –
TA
123
TFG Advisers
Michigan
$119K -$12.1K -1,014 -9%
SC
124
Sykon Capital
New York
$119K +$119K +10,000 New
HI
125
Harbour Investments
Wisconsin
$90.6K -$2.43K -204 -3%
3 4
5
6 7