DSL

DoubleLine Income Solutions Fund
DSL

Overview Fund Activity

179 hedge funds and large institutions have $299M invested in DoubleLine Income Solutions Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
66
Reduced
56
Closed
21
Calls
$13K
Puts
$643K
Net Calls
-$630K
Net Calls Change
-$423K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
PI
2
Parkside Investments
Illinois
$2.93M
3
MGAM
3
McGowan Group Asset Management
Texas
$38.6M
4
DADC
4
D.A. Davidson & Co
Montana
$2.42M
5
AIP
5
Ahrens Investment Partners
Louisiana
$1.51M

Top Sellers

1
N
1
Natixis
France
$0
2
UBS Group
2
UBS Group
Switzerland
$16.6M
3
SFS
3
Shaker Financial Services
Virginia
$1.43M
4
IFO
4
Intrepid Family Office
Florida
$0
5
RJA
5
Raymond James & Associates
Florida
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$44K – – –
KFI
152
Key Financial Inc
Pennsylvania
$43K +$43K +3,500 New
CA
153
Centerpoint Advisors
Massachusetts
$41K +$41K +3,400 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$35K +$873 +72 +3%
VVP
155
Venture Visionary Partners
Ohio
$32.7K +$32.7K +2,699 New
HFS
156
Heritage Financial Services
Massachusetts
$31K +$31K +2,574 New
LFG
157
Larson Financial Group
Missouri
$29K +$4.94K +400 +21%
BFPW
158
BOK Financial Private Wealth
Colorado
$28K +$28K +2,275 New
CWC
159
Carolinas Wealth Consulting
North Carolina
$27K – – –
SWA
160
SOA Wealth Advisors
New York
$21K – – –
CHA
161
Carmichael Hill & Associates
Maryland
$20K – – –
BEI
162
Benjamin Edwards Inc
Missouri
$17K – – –
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K – – –
FMP
164
Financial Management Professionals
Texas
$15K +$347 +28 +2%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K – – –
WPWM
166
Western Pacific Wealth Management
Illinois
$12K – – –
First Manhattan
167
First Manhattan
New York
$12K – – –
FWM
168
Focused Wealth Management
New York
$8K +$206 +16 +3%
CG
169
Cutler Group
California
$7K -$4.67K -400 -40%
COCM
170
Charter Oak Capital Management
New Hampshire
$7K – – –
CA
171
CoreCap Advisors
Michigan
$7K +$7K +550 New
AA
172
Ancora Advisors
Ohio
$6K – – –
Lazard Asset Management
173
Lazard Asset Management
New York
$6K -$7K – –
WWM
174
Wagner Wealth Management
South Carolina
$5K +$5K +393 New
EIP
175
Ellis Investment Partners
Pennsylvania
$4K +$107 +9 +3%
4 5 6
7
8