DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

174 hedge funds and large institutions have $296M invested in DoubleLine Income Solutions Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
60
Reduced
61
Closed
12
Calls
$272K
Puts
$236K
Net Calls
+$36K
Net Calls Change
+$40K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.97M
3
MGAM
3
McGowan Group Asset Management
Texas
$45.9M
4
Invesco
4
Invesco
Georgia
$12.5M
5
UBS Group
5
UBS Group
Switzerland
$14.7M

Top Sellers

1
ACP
1
Arcus Capital Partners
Georgia
$1.14M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.95M
3
EW
3
Evoke Wealth
California
$288K
4
AWM
4
AE Wealth Management
Kansas
$146K
5
Bank of America
5
Bank of America
North Carolina
$5.19M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$254K 20,745 +1,240 +6%
Comerica Bank
102
Comerica Bank
Texas
$248K 20,252 – –
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$245K 20,000 – –
NLP
104
Next Level Private
New York
$227K 18,550 -4,490 -19%
FFN
105
Focus Financial Network
Minnesota
$221K 18,058 +3,818 +27%
RA
106
RFG Advisory
Alabama
$212K 17,355 – –
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$209K 17,068 +5,963 +54%
WJWM
108
Williams Jones Wealth Management
New York
$209K 17,034 -6,421 -27%
BF
109
Brogan Financial
Tennessee
$207K 16,909 +16,909 New
FFWM
110
Future Financial Wealth Management
Ohio
$204K 16,650 -1,000 -6%
MC
111
Moors & Cabot
Massachusetts
$202K 16,500 +16,500 New
AAS
112
Avantax Advisory Services
Texas
$199K 16,256 +4,608 +40%
AWE
113
Avidian Wealth Enterprises
Texas
$196K 16,000 – –
SOS
114
Silver Oak Securities
Tennessee
$184K 15,023 +2,419 +19%
AI
115
ArchPoint Investors
Florida
$184K 15,000 -15,000 -50%
TCA
116
Transcend Capital Advisors
New Jersey
$174K 14,228 -3,883 -21%
ICG
117
InterOcean Capital Group
Tennessee
$174K 14,200 – –
VF
118
Virtu Financial
New York
$173K 14,144 +14,144 New
OIA
119
Optimum Investment Advisors
Illinois
$170K 13,927 -22,500 -62%
SCM
120
Steele Capital Management
Iowa
$168K 13,748 +13,748 New
KA
121
Kovack Advisors
Florida
$158K 12,880 -2,609 -17%
ASN
122
Advisory Services Network
Georgia
$157K 12,849 -2,217 -15%
Lido Advisors
123
Lido Advisors
California
$154K 12,619 +1,150 +10%
PI
124
Parkside Investments
Illinois
$147K 12,000 – –
AWM
125
AE Wealth Management
Kansas
$146K 11,658 -111,545 -91%
3 4
5
6 7