DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

173 hedge funds and large institutions have $287M invested in DoubleLine Income Solutions Fund in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
74
Reduced
39
Closed
15
Calls
$19K
Puts
$200K
Net Calls
-$181K
Net Calls Change
-$21K

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.3M
2
EW
Evoke Wealth
California
$2.62M
3
Morgan Stanley
Morgan Stanley
New York
$37.8M
4
TLP
Trinity Legacy Partners
Texas
$3.64M
5
NA
NewEdge Advisors
Louisiana
$2.15M

Top Sellers

1
PCM
Penserra Capital Management
California
$5.18M
2
MGAM
McGowan Group Asset Management
Texas
$46.1M
3
GSEP
Golden State Equity Partners
California
$0
4
UBS Group
UBS Group
Switzerland
$13.2M
5
KAS
Kestra Advisory Services
Texas
$740K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
126
Vivaldi Capital Management
Illinois
$131K – – –
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$130K +$13 +1 +0%
N
128
Natixis
France
$126K -$60.4K -4,656 -32%
GBT
129
Grove Bank & Trust
Florida
$104K +$104K +8,000 New
Citadel Advisors
130
Citadel Advisors
Florida
$91.6K -$34.2K -2,631 -27%
HI
131
Harbour Investments
Wisconsin
$86.2K – – –
SPIA
132
Steward Partners Investment Advisory
New York
$83.2K -$31.7K -2,445 -28%
BFPW
133
BOK Financial Private Wealth
Colorado
$78.6K – – –
S
134
SignatureFD
Georgia
$78.1K +$2.01K +155 +3%
AF
135
Allworth Financial
California
$76.7K +$65.5K +5,050 +589%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$75.9K +$27.5K +2,116 +57%
SWM
137
Spire Wealth Management
Virginia
$51.9K – – –
EWA
138
EverSource Wealth Advisors
Alabama
$51.9K – – –
CA
139
CoreCap Advisors
Michigan
$48.7K +$48.7K +3,750 New
CFGS
140
Concourse Financial Group Securities
Alabama
$46.7K – – –
LC
141
Lindbrook Capital
California
$45.4K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$45K +$981 +76 +2%
SIC
143
Salem Investment Counselors
North Carolina
$45K – – –
BWP
144
Baldwin Wealth Partners
Massachusetts
$38.9K – – –
LFG
145
Larson Financial Group
Missouri
$37.6K – – –
GWM
146
Geneos Wealth Management
Colorado
$34.7K – – –
TSMHT
147
Thurston Springer Miller Herd & Titak
Indiana
$28.8K +$28.8K +2,219 New
JIP
148
Jaffetilchin Investment Partners
Florida
$28.3K +$28.3K +2,179 New
BWL
149
Bogart Wealth LLC
Virginia
$26K – – –
SWA
150
SOA Wealth Advisors
New York
$26K +$649 +50 +3%
4 5
6
7 8