DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

168 hedge funds and large institutions have $255M invested in DoubleLine Income Solutions Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
50
Reduced
56
Closed
12
Calls
$240K
Puts
$244K
Net Calls
-$4K
Net Calls Change
+$44K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$9.51M
2
AWM
AE Wealth Management
Kansas
$1.44M
3
MHS
M Holdings Securities
Oregon
$916K
4
MGAM
McGowan Group Asset Management
Texas
$41M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$739K

Top Sellers

1
PCM
Penserra Capital Management
California
$3.44M
2
CPRC
Consolidated Portfolio Review Corp
New York
$1.04M
3
Morgan Stanley
Morgan Stanley
New York
$36M
4
GC
Guggenheim Capital
Illinois
$3.44M
5
PFA
Pettinga Financial Advisors
Indiana
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$130K – – –
WP
127
WealthPLAN Partners
Nebraska
$128K – – –
AA
128
Apriem Advisors
California
$127K – – –
GCM
129
Gator Capital Management
Florida
$125K -$9.02K -770 -7%
CAG
130
Csenge Advisory Group
Florida
$119K -$57.4K -4,901 -32%
VCM
131
Vivaldi Capital Management
Illinois
$118K – – –
Citadel Advisors
132
Citadel Advisors
Florida
$104K -$292K -24,900 -74%
HI
133
Harbour Investments
Wisconsin
$77.4K -$11.7K -998 -13%
BFPW
134
BOK Financial Private Wealth
Colorado
$71K +$44.3K +3,781 +166%
GWM
135
Geneos Wealth Management
Colorado
$66.5K -$78.2K -6,672 -54%
S
136
SignatureFD
Georgia
$63.3K +$1.72K +147 +3%
PA
137
Parallel Advisors
California
$61.6K +$1.29K +110 +2%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$61K – – –
HCM
139
Highlander Capital Management
New Jersey
$56K +$14K +1,200 +33%
SWM
140
Spire Wealth Management
Virginia
$55.3K – – –
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$46.9K – – –
OLVIG
142
Oliver Lagore Vanvalin Investment Group
Michigan
$44.6K -$2.27K -194 -5%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$37K -$5.24K -444 -12%
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
$34.6K – – –
WTC
145
WhitTier Trust Company
Nevada
$30.6K – – –
LFG
146
Larson Financial Group
Missouri
$27.5K – – –
SIS
147
Sound Income Strategies
Florida
$26.3K +$26.3K +2,240 New
CFGS
148
Concourse Financial Group Securities
Alabama
$23.4K -$7.03K -600 -23%
SWA
149
SOA Wealth Advisors
New York
$20.9K – – –
CHA
150
Carmichael Hill & Associates
Maryland
$19.3K – – –
4 5
6
7 8