DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

134 hedge funds and large institutions have $489M invested in DoubleLine Income Solutions Fund in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
23
Increased
57
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$5.14M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$5.03M
3
AWM
3
Arbor Wealth Management
Florida
$6.72M
4
SFS
4
Shaker Financial Services
Virginia
$4.08M
5
CHA
5
Cedar Hill Associates
Illinois
$10M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$82.5M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$1.6M
3
Invesco
3
Invesco
Georgia
$18.8M
4
Bessemer Group
4
Bessemer Group
New Jersey
$8.17M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
126
San Francisco Sentry Investment Group
California
$24K -$25K – –
YWP
127
YorkBridge Wealth Partners
New York
$20K -$30K -1,500 -60%
MFT
128
Moisand Fitzgerald Tamayo
Florida
$20K – – –
First Manhattan
129
First Manhattan
New York
$20K – – –
WWM
130
Wagner Wealth Management
South Carolina
$20K +$20K +960 New
RFC
131
Regions Financial Corp
Alabama
$20K +$20K +1,000 New
FWM
132
Focused Wealth Management
New York
$10K – – –
CCM
133
Cribstone Capital Management
Maine
$10K – – –
IWM
134
IHT Wealth Management
Illinois
$7K -$5.98K -304 -46%
CCM
135
Covington Capital Management
California
$6K – – –
GI
136
Gradient Investments
Minnesota
$4K +$4K +200 New
JCM
137
Jacobi Capital Management
Pennsylvania
$1K – – –
NPC
138
National Planning Corporation
California
– -$1.19M -56,096 Closed
AWM
139
AE Wealth Management
Kansas
– -$701K -32,980 Closed
AAM
140
Aureus Asset Management
Massachusetts
– -$436K -20,502 Closed
LCM
141
Laurion Capital Management
New York
– -$340K -15,990 Closed
William Blair & Company
142
William Blair & Company
Illinois
– -$253K -11,900 Closed
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
– -$96K -4,500 Closed
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
– -$53K -2,500 Closed
PCM
145
Penserra Capital Management
California
– -$28K -1,344 Closed
NSIM
146
North Star Investment Management
Illinois
– -$21K -1,000 Closed
AC
147
Alexandria Capital
Virginia
– -$14K -657 Closed
NFG
148
Next Financial Group
Texas
– -$5K -250 Closed
Simplex Trading
149
Simplex Trading
Illinois
– -$2K -118 Closed
ECM
150
Evergreen Capital Management
Washington
– -$582K – –
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