DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

168 hedge funds and large institutions have $255M invested in DoubleLine Income Solutions Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
50
Reduced
56
Closed
12
Calls
$240K
Puts
$244K
Net Calls
-$4K
Net Calls Change
+$44K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.51M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
MHS
3
M Holdings Securities
Oregon
$916K
4
MGAM
4
McGowan Group Asset Management
Texas
$41M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$739K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$3.44M
2
CPRC
2
Consolidated Portfolio Review Corp
New York
$1.04M
3
Morgan Stanley
3
Morgan Stanley
New York
$36M
4
GC
4
Guggenheim Capital
Illinois
$3.44M
5
PFA
5
Pettinga Financial Advisors
Indiana
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
GDS Wealth Management
Texas
$268K – – –
GL
102
GHE LLC
Tennessee
$253K +$1.17K +100 +0.5%
CIA
103
Capital Investment Advisors
Georgia
$243K – – –
Jane Street
104
Jane Street
New York
$238K -$8.69K -741 -4%
Comerica Bank
105
Comerica Bank
Texas
$237K +$237K +20,252 New
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$234K – – –
FAIM
107
Financial Advocates Investment Management
Washington
$229K – – –
TCA
108
Transcend Capital Advisors
New Jersey
$212K -$200K -17,106 -49%
FFWM
109
Future Financial Wealth Management
Ohio
$207K -$11.7K -1,000 -5%
RA
110
RFG Advisory
Alabama
$203K – – –
WLPWM
111
Walled Lake Planning & Wealth Management
Illinois
$195K – – –
AWE
112
Avidian Wealth Enterprises
Texas
$188K – – –
KA
113
Kovack Advisors
Florida
$182K +$6.09K +520 +3%
ASN
114
Advisory Services Network
Georgia
$177K +$30.3K +2,585 +21%
FFN
115
Focus Financial Network
Minnesota
$167K +$1.72K +147 +1%
ICG
116
InterOcean Capital Group
Tennessee
$166K – – –
FFA
117
First Foundation Advisors
California
$163K -$15.2K -1,300 -9%
SOS
118
Silver Oak Securities
Tennessee
$148K +$148K +12,604 New
PCM
119
Pointe Capital Management
Michigan
$147K +$164 +14 +0.1%
SFS
120
Shaker Financial Services
Virginia
$144K +$144K +12,300 New
SPIA
121
Steward Partners Investment Advisory
New York
$143K -$64.5K -5,500 -31%
PI
122
Parkside Investments
Illinois
$141K – – –
AAS
123
Avantax Advisory Services
Texas
$137K +$137K +11,648 New
Lido Advisors
124
Lido Advisors
California
$134K -$7.54K -643 -5%
DWT
125
Dorsey & Whitney Trust
South Dakota
$132K – – –
3 4
5
6 7