DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

159 hedge funds and large institutions have $283M invested in DoubleLine Income Solutions Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 25 closing their positions.

Holders
159
Holders Change
-5
Holders Change %
-3.05%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
57
Reduced
52
Closed
25
Calls
$30K
Puts
$944K
Net Calls
-$914K
Net Calls Change
-$918K

Top Buyers

1
MGAM
1
McGowan Group Asset Management
Texas
$31.3M
2
LCM
2
Landscape Capital Management
New Jersey
$4.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.6M
4
PPA
4
Parametric Portfolio Associates
Washington
$4.33M
5
ECM
5
Evergreen Capital Management
Washington
$3.95M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$32.1M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
IWA
3
IBEX Wealth Advisors
New Jersey
$0
4
EW
4
Evoke Wealth
California
$5.48M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$4.49M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
126
Washington Trust
Rhode Island
$61K 4,565 +4,565 New
GSWM
127
Golden State Wealth Management
California
$51K 3,798 +3,798 New
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$50K 2,791 – –
EWM
129
EPG Wealth Management
Georgia
$50K 3,730 +2,408 +182%
CHA
130
Carmichael Hill & Associates
Maryland
$47K 3,500 – –
FWM
131
FSA Wealth Management
Massachusetts
$46K 3,455 +559 +19%
CWM
132
Cedar Wealth Management
California
$24K 1,830 +1,830 New
SWM
133
Selective Wealth Management
Virginia
$21K 1,600 – –
SIA
134
SeaBridge Investment Advisors
New Jersey
$20K 1,530 -100 -6%
BEI
135
Benjamin Edwards Inc
Missouri
$18K 1,375 – –
OPS
136
Orion Portfolio Solutions
Nebraska
$14K 1,019 -751 -42%
AF
137
Advisornet Financial
Minnesota
$13K 1,000 – –
SWM
138
Sugarloaf Wealth Management
Georgia
$13K 1,000 – –
First Manhattan
139
First Manhattan
New York
$13K 1,000 – –
PFO
140
Pathstone Family Office
New Jersey
$13K 1,014 +1,014 New
VCP
141
Verus Capital Partners
Arizona
$12K 925 – –
GI
142
Gradient Investments
Minnesota
$12K 900 +700 +350%
TFS
143
TrustCore Financial Services
Tennessee
$11K 807 – –
SIM
144
Sonora Investment Management
Arizona
$8K 600 – –
EIP
145
Ellis Investment Partners
Pennsylvania
$7K 595 -536 -47%
FWM
146
Focused Wealth Management
New York
$7K 503 – –
AA
147
Ancora Advisors
Ohio
$7K 500 – –
CTC
148
Central Trust Company
Missouri
$4K 300 +300 New
FHA
149
Flagship Harbor Advisors
Massachusetts
$3K 260 -449 -63%
CG
150
Cutler Group
California
$2K 200 +200 New
4 5
6
7 8