DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

139 hedge funds and large institutions have $470M invested in DoubleLine Income Solutions Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
21
Increased
56
Reduced
39
Closed
16
Calls
$1.04M
Puts
$416K
Net Calls
+$627K
Net Calls Change
+$185K

Top Buyers

1
OA
Oxbow Advisors
Texas
$11.7M
2
Invesco
Invesco
Georgia
$25.2M
3
CAN
Cetera Advisor Networks
California
$1.68M
4
Bank of America
Bank of America
North Carolina
$24.9M
5
ACP
Aviance Capital Partners
Florida
$1.77M

Top Sellers

1
CHA
Cedar Hill Associates
Illinois
$241K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
3
AWM
Arbor Wealth Management
Florida
$0
4
WT
Whittier Trust
California
$1.18M
5
PMLI
Penn Mutual Life Insurance
Pennsylvania
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Advantage Investment Management
Iowa
$30K – – –
MFT
127
Moisand Fitzgerald Tamayo
Florida
$20K – – –
First Manhattan
128
First Manhattan
New York
$19K – – –
WWM
129
Wagner Wealth Management
South Carolina
$19K – – –
FWM
130
Focused Wealth Management
New York
$10K -$20 -1 -0.2%
WAM
131
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
CCM
132
Cribstone Capital Management
Maine
$10K – – –
CCM
133
Covington Capital Management
California
$6K – – –
BC
134
Bartlett & Co
Ohio
$5K +$5K +239 New
SEI Investments
135
SEI Investments
Pennsylvania
$5K +$5K +245 New
BCWM
136
Bartlett & Co Wealth Management
Ohio
$4.78K +$4.78K +239 New
GI
137
Gradient Investments
Minnesota
$4K -$3.24K -162 -45%
Northern Trust
138
Northern Trust
Illinois
$4K +$4K +18,100 New
JCM
139
Jacobi Capital Management
Pennsylvania
$1K – – –
TJHA
140
Thomas J. Herzfeld Advisors
Florida
– -$5.8M -288,705 Closed
SFS
141
Shaker Financial Services
Virginia
– -$2.52M -125,333 Closed
AWM
142
Arbor Wealth Management
Florida
– -$3.84M -81,005 Closed
SIA
143
Sit Investment Associates
Minnesota
– -$791K -39,378 Closed
CCP
144
Clough Capital Partners
Massachusetts
– -$526K -26,200 Closed
AWM
145
AE Wealth Management
Kansas
– -$367K -18,290 Closed
SS
146
Simplicity Solutions
Minnesota
– -$272K -13,570 Closed
VHAM
147
Van Hulzen Asset Management
California
– -$208K -10,350 Closed
ASN
148
Advisory Services Network
Georgia
– -$103K -5,145 Closed
APP
149
Avantax Planning Partners
Iowa
– -$38K -1,878 Closed
WF
150
WealthTrust Fairport
Ohio
– -$20K -1,000 Closed
3 4 5
6
7