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DSL

DoubleLine Income Solutions Fund
DSL

123 hedge funds and large institutions have $488M invested in DoubleLine Income Solutions Fund in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

2% more capital invested

Capital invested by funds: $480M → $488M (+$8.57M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.26% less ownership

Funds ownership: 22.91% → 22.65% (-0.26%)

1% less funds holding

Funds holding: 124 → 123 (-1)

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
54
Reduced
39
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$232K

Top Buyers

Rank Fund Capital Flow
1
CHA
Cedar Hill Associates
Illinois
+$7.48M
2
HK
Horizon Kinetics
New York
+$4.5M
3
JIP
Jaffetilchin Investment Partners
Florida
+$3.51M
4
Ameriprise
Ameriprise
Minnesota
+$1.9M
5
QFA
Quattro Financial Advisors
Texas
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
FFA
First Foundation Advisors
California
-$5.44M
2
FIM
Frontier Investment Management
Texas
-$3.77M
3
Bessemer Group
Bessemer Group
New Jersey
-$3.63M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.84M
5
PPA
Parametric Portfolio Associates
Washington
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$3.42M +$504K +24,105 +18%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.3M -$85.9K -4,113 -3%
TA
28
Tiedemann Advisors
New York
$3.29M +$146K +6,973 +5%
PI
29
Parkside Investments
Illinois
$2.53M -$353K -16,900 -12%
RJA
30
Raymond James & Associates
Florida
$2.43M -$219K -10,471 -8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.28M +$41.9K +2,006 +2%
SIA
32
SeaBridge Investment Advisors
New Jersey
$2.23M +$17.3K +830 +0.8%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$2.19M +$73.1K +3,500 +4%
FFA
34
First Foundation Advisors
California
$2.13M -$5.44M -260,445 -72%
EGA
35
E&G Advisors
Texas
$2.05M – – –
MML Investors Services
36
MML Investors Services
Massachusetts
$2.02M +$100K +4,806 +5%
DBT
37
Dubuque Bank & Trust
Iowa
$1.98M +$184K +8,821 +10%
RCM
38
Robinson Capital Management
Michigan
$1.85M +$833K +39,883 +84%
BRF
39
B. Riley Financial
California
$1.84M +$19.4K +930 +1%
WTC
40
WhitTier Trust Company
Nevada
$1.72M -$729K -34,904 -30%
FM
41
Foster & Motley
Ohio
$1.68M -$486K -23,279 -23%
CAN
42
Cetera Advisor Networks
California
$1.51M +$27.4K +1,309 +2%
JFA
43
JNBA Financial Advisors
Minnesota
$1.49M – – –
BKA
44
Brick & Kyle Associates
Pennsylvania
$1.49M -$303K -14,511 -17%
AIP
45
Ahrens Investment Partners
Louisiana
$1.49M -$117K -5,600 -7%
SIA
46
Sit Investment Associates
Minnesota
$1.46M -$54.4K -2,605 -4%
IP
47
Intellectus Partners
California
$1.38M -$221K -10,561 -14%
CA
48
Cornerstone Advisory
Maryland
$1.35M -$460K -22,022 -26%
BTS
49
BB&T Securities
Virginia
$1.34M +$421K +20,164 +47%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.33M +$135K +6,441 +12%
1
2
3 4 5

DSL Hedge Fund Activity: Q3 2017 in Review

123 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q3 2017, worth a combined $488M — up 1.8% from $480M a quarter earlier.

Fund positioning in DSL was balanced in Q3 2017: 16 funds opened new positions, 16 closed out, 54 added to existing stakes and 39 trimmed.

The largest buyer was Cedar Hill Associates, opening a new position worth an estimated $7.48M. The largest seller was First Foundation Advisors, cutting an estimated $5.44M.

  • 123 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q3 2017, down from 124 in Q2 2017.
  • Funds reported $488M of DoubleLine Income Solutions Fund stock for Q3 2017, up 1.8% quarter-over-quarter.
  • 16 funds opened new DoubleLine Income Solutions Fund positions in Q3 2017 and 16 closed out, a net change of 0 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q3 2017 was Cedar Hill Associates, an estimated $7.48M added.
  • The largest DoubleLine Income Solutions Fund seller in Q3 2017 was First Foundation Advisors, an estimated $5.44M sold.

Based on aggregated 13F filings for Q3 2017.