DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

161 hedge funds and large institutions have $346M invested in DoubleLine Income Solutions Fund in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
48
Reduced
52
Closed
19
Calls
$592K
Puts
$602K
Net Calls
-$10K
Net Calls Change
+$1.11M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$17.1M
2
SIA
2
Sit Investment Associates
Minnesota
$5.39M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.3M
4
Wells Fargo
4
Wells Fargo
California
$19.1M
5
SFS
5
Shaker Financial Services
Virginia
$4.09M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.06M
2
CA
2
Cornerstone Advisory
Maryland
$7.77M
3
WT
3
Whittier Trust
California
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$315K
5
Morgan Stanley
5
Morgan Stanley
New York
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
126
Van Hulzen Asset Management
California
$174K +$174K +10,510 New
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$432 +26 +0.3%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$166K – – –
ED
129
Exane Derivatives
France
$154K – – –
Bessemer Group
130
Bessemer Group
New Jersey
$133K +$133K +8,018 New
WLPWM
131
Walled Lake Planning & Wealth Management
Illinois
$101K – – –
HIA
132
Harbor Investment Advisory
Maryland
$90K – – –
PWM
133
Perigon Wealth Management
California
$80K +$80K +4,832 New
WT
134
Washington Trust
Rhode Island
$76K – – –
FWM
135
FSA Wealth Management
Massachusetts
$69K +$69K +4,176 New
IAS
136
IMA Advisory Services
Colorado
$50K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$50K – – –
IAIM
138
International Assets Investment Management
Florida
$42K +$42K +2,519 New
APC
139
Aspire Private Capital
North Carolina
$41K – – –
MAM
140
McCarthy Asset Management
California
$38K +$38K +2,298 New
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$36K +$36K +2,145 New
AWG
142
Altus Wealth Group
Colorado
$36K +$36K +2,180 New
SWA
143
SOA Wealth Advisors
New York
$34K +$34K +1,982 New
CHA
144
Carmichael Hill & Associates
Maryland
$27K -$16.4K -1,000 -38%
BEI
145
Benjamin Edwards Inc
Missouri
$23K – – –
CCC
146
Crescent Capital Consulting
Louisiana
$19K +$19K +1,100 New
First Manhattan
147
First Manhattan
New York
$16K – – –
FF
148
FourThought Financial
Florida
$16K +$16K +1,000 New
GI
149
Gradient Investments
Minnesota
$14K – – –
COCM
150
Charter Oak Capital Management
New Hampshire
$14K +$14K +858 New
4 5
6
7 8