DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

142 hedge funds and large institutions have $290M invested in DoubleLine Income Solutions Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-2
Holders Change %
-1.39%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
44
Reduced
53
Closed
18
Calls
$788K
Puts
$1.9M
Net Calls
-$1.12M
Net Calls Change
-$1.01M

Top Buyers

1
EW
1
Evoke Wealth
California
$2.52M
2
N
2
Natixis
France
$2.39M
3
LPL Financial
3
LPL Financial
California
$7.04M
4
FM
4
Foster & Motley
Ohio
$1.36M
5
LGWM
5
Litman Gregory Wealth Management
California
$1.69M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.8M
2
Ameriprise
2
Ameriprise
Minnesota
$2.21M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$3.01M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$826K
5
Morgan Stanley
5
Morgan Stanley
New York
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
126
Benjamin Edwards Inc
Missouri
$22K – – –
PFO
127
Pathstone Family Office
New Jersey
$17K +$17K +1,014 New
SWM
128
Sugarloaf Wealth Management
Georgia
$16K – – –
First Manhattan
129
First Manhattan
New York
$16K – – –
GI
130
Gradient Investments
Minnesota
$14K – – –
CWM
131
Cedar Wealth Management
California
$11K – – –
AA
132
Ancora Advisors
Ohio
$8K – – –
FWM
133
Focused Wealth Management
New York
$8K +$291 +19 +4%
FHA
134
Flagship Harbor Advisors
Massachusetts
$4K -$63 -4 -2%
EIP
135
Ellis Investment Partners
Pennsylvania
$3K -$4.56K -363 -60%
QCG
136
Quadrant Capital Group
Ohio
$3K -$2.43K -150 -45%
SXL
137
Summit X LLC
Missouri
$2.88K -$342 -22,185 -11%
JSC
138
Jackson Square Capital
California
$2K – – –
LWA
139
Lenox Wealth Advisors
New York
$2K +$2K +101 New
Simplex Trading
140
Simplex Trading
Illinois
$1K -$24.3K -2,434 -96%
JCM
141
Jacobi Capital Management
Pennsylvania
$1K – – –
BRWM
142
B. Riley Wealth Management
Tennessee
– -$1.3M -84,631 Closed
KA
143
Kovack Advisors
Florida
– -$325K -21,134 Closed
SIA
144
Sit Investment Associates
Minnesota
– -$221K -14,403 Closed
CRC
145
Curi RMB Capital
Illinois
– -$217K -14,100 Closed
PP
146
Paloma Partners
Connecticut
– -$215K -14,000 Closed
AWM
147
AE Wealth Management
Kansas
– -$191K -12,439 Closed
IIA
148
IPG Investment Advisors
California
– -$161K -10,458 Closed
ACM
149
Adalta Capital Management
New York
– -$158K -10,300 Closed
Jane Street
150
Jane Street
New York
– -$158K -10,300 Closed
3 4 5
6
7