DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

163 hedge funds and large institutions have $264M invested in DoubleLine Income Solutions Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
54
Reduced
49
Closed
19
Calls
$166K
Puts
$214K
Net Calls
-$48K
Net Calls Change
-$19K

Top Buyers

1
ACP
Arcus Capital Partners
Georgia
$6.86M
2
Ameriprise
Ameriprise
Minnesota
$5.06M
3
GSEP
Golden State Equity Partners
California
$1.78M
4
SWP
Strategic Wealth Partners
Ohio
$1.38M
5
MGAM
McGowan Group Asset Management
Texas
$40.8M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$0
2
UBS Group
UBS Group
Switzerland
$11.3M
3
RIG
Ramiah Investment Group
Wisconsin
$620K
4
Invesco
Invesco
Georgia
$10.2M
5
MHS
M Holdings Securities
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$62.7K +$62.7K +5,262 New
S
127
SignatureFD
Georgia
$62.6K +$1.75K +147 +3%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$62K – – –
PA
129
Parallel Advisors
California
$61.3K +$2.98K +250 +5%
SWM
130
Spire Wealth Management
Virginia
$56.2K – – –
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$47.6K – – –
OLVIG
132
Oliver Lagore Vanvalin Investment Group
Michigan
$47.6K +$47.6K +4,000 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$43K +$9.32K +775 +28%
HCM
134
Highlander Capital Management
New Jersey
$43K +$43K +3,600 New
SF
135
Safeguard Financial
Wisconsin
$42K +$42K +3,595 New
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$35.1K – – –
WTC
137
WhitTier Trust Company
Nevada
$31.1K – – –
CFGS
138
Concourse Financial Group Securities
Alabama
$31K – – –
LFG
139
Larson Financial Group
Missouri
$28K – – –
BFPW
140
BOK Financial Private Wealth
Colorado
$27.1K – – –
CWC
141
Carolinas Wealth Consulting
North Carolina
$26.6K – – –
SWA
142
SOA Wealth Advisors
New York
$21.2K – – –
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$19.9K +$11.9K +1,000 +148%
CHA
144
Carmichael Hill & Associates
Maryland
$19.7K – – –
BEI
145
Benjamin Edwards Inc
Missouri
$16K – – –
FMP
146
Financial Management Professionals
Texas
$16K +$450 +38 +3%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K – – –
BCMLT
148
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9K – – –
RFG
149
RFP Financial Group
Georgia
$11.9K +$11.9K +1,000 New
RCM
150
Raleigh Capital Management
North Carolina
$10.1K +$1.19K +100 +13%
4 5
6
7 8