DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

164 hedge funds and large institutions have $416M invested in DoubleLine Income Solutions Fund in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
58
Reduced
43
Closed
11
Calls
$1.03M
Puts
$1.02M
Net Calls
+$4K
Net Calls Change
-$1.34M

Top Buyers

1
PCM
Penserra Capital Management
California
$6.81M
2
SIA
Sit Investment Associates
Minnesota
$5.56M
3
Truist Financial
Truist Financial
North Carolina
$4.49M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.7M
5
LPL Financial
LPL Financial
California
$6.51M

Top Sellers

1
VIA
Vident Investment Advisory
Georgia
$0
2
HKAM
Horizon Kinetics Asset Management
New York
$10.9M
3
CA
Cornerstone Advisory
Maryland
$12.8M
4
MGAM
McGowan Group Asset Management
Texas
$36.1M
5
UBS Group
UBS Group
Switzerland
$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
126
Carmichael Hill & Associates
Maryland
$69K +$69K +3,500 New
APC
127
Aspire Private Capital
North Carolina
$62K – – –
1W
128
1776 Wealth
Georgia
$59K +$59K +3,000 New
FWM
129
FSA Wealth Management
Massachusetts
$57K +$57K +2,896 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$50K – – –
SIAP
131
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K – – –
IAS
132
IMA Advisory Services
Colorado
$36K – – –
OPS
133
Orion Portfolio Solutions
Nebraska
$35K +$35K +1,770 New
SWM
134
Selective Wealth Management
Virginia
$32K – – –
SIA
135
SeaBridge Investment Advisors
New Jersey
$32K – – –
BEI
136
Benjamin Edwards Inc
Missouri
$27K – – –
EWM
137
EPG Wealth Management
Georgia
$26K +$26K +1,322 New
HGWM
138
Harvest Group Wealth Management
Massachusetts
$24K -$19.9K -1,038 -45%
EIP
139
Ellis Investment Partners
Pennsylvania
$22K +$370 +19 +2%
BWL
140
Bogart Wealth LLC
Virginia
$20K – – –
AF
141
Advisornet Financial
Minnesota
$20K +$15K +750 +300%
SWM
142
Sugarloaf Wealth Management
Georgia
$20K +$20K +1,000 New
First Manhattan
143
First Manhattan
New York
$19K -$27.6K -1,450 -59%
BRC
144
Bell Rock Capital
Delaware
$19K – – –
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$19K +$9.86K +500 +108%
VCP
146
Verus Capital Partners
Arizona
$18K +$18K +925 New
TFS
147
TrustCore Financial Services
Tennessee
$16K – – –
ASN
148
Advisory Services Network
Georgia
$15K -$21.8K -1,088 -59%
FHA
149
Flagship Harbor Advisors
Massachusetts
$14K – – –
SIM
150
Sonora Investment Management
Arizona
$12K +$12K +600 New
3 4 5
6
7