DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

168 hedge funds and large institutions have $279M invested in DoubleLine Income Solutions Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
57
Reduced
56
Closed
15
Calls
$218K
Puts
$378K
Net Calls
-$160K
Net Calls Change
+$87K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$10.3M
2
AWM
2
Activest Wealth Management
Florida
$1.67M
3
Ameriprise
3
Ameriprise
Minnesota
$7.96M
4
Wells Fargo
4
Wells Fargo
California
$13M
5
SWA
5
Stratos Wealth Advisors
Ohio
$609K

Top Sellers

1
HIG
1
Herr Investment Group
Texas
$4.64M
2
EW
2
Evoke Wealth
California
$294K
3
UBS Group
3
UBS Group
Switzerland
$14.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$7.3M
5
PI
5
PFG Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NLP
101
Next Level Private
New York
$232K – – –
CIA
102
Capital Investment Advisors
Georgia
$232K -$28.2K -2,250 -11%
CIA
103
Concurrent Investment Advisors
Florida
$221K +$221K +17,653 New
FFWM
104
Future Financial Wealth Management
Ohio
$211K +$2.5K +200 +1%
SAM
105
Secure Asset Management
Michigan
$205K +$205K +16,355 New
TCA
106
Transcend Capital Advisors
New Jersey
$203K – – –
AWE
107
Avidian Wealth Enterprises
Texas
$200K – – –
NCM
108
NCM Capital Management
New Jersey
$193K -$67.6K -5,400 -26%
WJWM
109
Williams Jones Wealth Management
New York
$191K -$313 -25 -0.2%
AI
110
ArchPoint Investors
Florida
$188K – – –
Truist Financial
111
Truist Financial
North Carolina
$187K -$71.8K -5,731 -28%
N
112
Natixis
France
$179K -$86.3K -6,894 -32%
SCM
113
Steele Capital Management
Iowa
$177K +$1.85K +148 +1%
IFWM
114
Institute for Wealth Management
Colorado
$168K -$54K -4,310 -24%
KA
115
Kovack Advisors
Florida
$163K +$1.5K +120 +0.9%
PFA
116
Pettinga Financial Advisors
Indiana
$153K -$99.2K -7,925 -39%
DWT
117
Dorsey & Whitney Trust
South Dakota
$152K +$11.3K +900 +8%
PI
118
Parkside Investments
Illinois
$150K – – –
AAS
119
Avantax Advisory Services
Texas
$150K +$150K +11,951 New
WP
120
WealthPLAN Partners
Nebraska
$146K -$2.5K -200 -2%
OIA
121
Optimum Investment Advisors
Illinois
$143K -$18.8K -1,500 -12%
ASN
122
Advisory Services Network
Georgia
$143K -$2.5K -200 -2%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$142K +$142K +11,355 New
Lido Advisors
124
Lido Advisors
California
$137K -$20.7K -1,650 -13%
PCM
125
Pointe Capital Management
Michigan
$133K +$188 +15 +0.1%
3 4
5
6 7