DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

168 hedge funds and large institutions have $279M invested in DoubleLine Income Solutions Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
57
Reduced
56
Closed
15
Calls
$218K
Puts
$378K
Net Calls
-$160K
Net Calls Change
+$87K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$10.3M
2
AWM
2
Activest Wealth Management
Florida
$1.67M
3
Ameriprise
3
Ameriprise
Minnesota
$7.96M
4
Wells Fargo
4
Wells Fargo
California
$13M
5
SWA
5
Stratos Wealth Advisors
Ohio
$609K

Top Sellers

1
HIG
1
Herr Investment Group
Texas
$4.64M
2
EW
2
Evoke Wealth
California
$294K
3
UBS Group
3
UBS Group
Switzerland
$14.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$7.3M
5
PI
5
PFG Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$131K -$91.7K -7,325 -41%
EM
127
ELCO Management
New York
$129K +$129K +10,300 New
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$126K +$25 +2 +0%
VCM
129
Vivaldi Capital Management
Illinois
$126K – – –
SC
130
Sykon Capital
New York
$125K +$125K +10,000 New
Citadel Advisors
131
Citadel Advisors
Florida
$121K -$1.34K -107 -1%
AT
132
Arlington Trust
Alabama
$111K +$111K +8,900 New
SPIA
133
Steward Partners Investment Advisory
New York
$111K -$37.6K -3,000 -25%
HI
134
Harbour Investments
Wisconsin
$83.1K – – –
BFPW
135
BOK Financial Private Wealth
Colorado
$75.8K – – –
S
136
SignatureFD
Georgia
$73.4K +$1.93K +154 +3%
ATPW
137
Ashton Thomas Private Wealth
Arizona
$67.6K +$67.6K +5,402 New
EWA
138
EverSource Wealth Advisors
Alabama
$50.8K +$50.8K +4,000 New
SWM
139
Spire Wealth Management
Virginia
$50.1K – – –
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$46.7K -$18.5K -1,475 -28%
CFGS
141
Concourse Financial Group Securities
Alabama
$45.1K -$12.5K -1,000 -22%
LC
142
Lindbrook Capital
California
$43.8K – – –
SIC
143
Salem Investment Counselors
North Carolina
$43.4K +$376 +30 +0.9%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$43K +$958 +76 +2%
BWP
145
Baldwin Wealth Partners
Massachusetts
$37.6K – – –
LFG
146
Larson Financial Group
Missouri
$36.3K – – –
GWM
147
Geneos Wealth Management
Colorado
$33.4K – – –
WTC
148
WhitTier Trust Company
Nevada
$28.5K – – –
BWL
149
Bogart Wealth LLC
Virginia
$25K +$25K +2,000 New
SWA
150
SOA Wealth Advisors
New York
$24.4K +$639 +51 +3%
4 5
6
7 8