We are live on ! Find out more
DSL

DoubleLine Income Solutions Fund

146 hedge funds and large institutions have $407M invested in DoubleLine Income Solutions Fund in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $705K

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more funds holding

Funds holding: 145146 (+1)

0.85% less ownership

Funds ownership: 21.17%20.32% (-0.85%)

4% less capital invested

Capital invested by funds: $427M → $407M (-$19.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
146
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
18
Increased
52
Reduced
42
Closed
16
Calls
$2.05M
Puts
$705K
Net Calls
+$1.34M
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$2.29M -$393K -19,647 -15%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.17M -$734K -36,716 -25%
EGA
28
E&G Advisors
Texas
$2.08M
AIP
29
Ahrens Investment Partners
Louisiana
$1.94M +$724K +36,250 +59%
DBT
30
Dubuque Bank & Trust
Iowa
$1.82M -$455K -22,762 -20%
BRWM
31
B. Riley Wealth Management
Tennessee
$1.82M +$719 +36 +0%
RJA
32
Raymond James & Associates
Florida
$1.71M -$205K -10,238 -11%
BTS
33
BB&T Securities
Virginia
$1.56M -$14K -701 -0.9%
GSWM
34
Golden State Wealth Management
California
$1.56M -$214K -10,731 -12%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.5M +$549K +27,484 +58%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$1.4M +$113K +5,672 +9%
FFA
37
First Foundation Advisors
California
$1.4M -$332K -16,630 -19%
JFA
38
JNBA Financial Advisors
Minnesota
$1.26M -$18.4K -920 -1%
FM
39
Family Management
New York
$1.18M +$51.2K +2,564 +5%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.17M -$695K -34,755 -37%
AAM
41
Advisors Asset Management
Colorado
$1.15M -$42.7K -2,135 -4%
WS
42
Wedbush Securities
California
$1.11M +$254K +12,734 +29%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$1.08M -$6.46K -323 -0.6%
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$1.08M +$191K +9,572 +21%
DADC
45
D.A. Davidson & Co
Montana
$1.07M +$115K +5,775 +12%
AFA
46
American Financial Advisors
Georgia
$958K -$465K -23,250 -33%
OIA
47
Optimum Investment Advisors
Illinois
$853K +$111K +5,557 +15%
SMC
48
Smith, Moore & Co
Missouri
$815K -$22.3K -1,118 -3%
BSG
49
Black Swift Group
Colorado
$805K -$74.9K -3,750 -8%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$782K +$305K +15,250 +64%

DSL Hedge Fund Activity: Q3 2019 in Review

146 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q3 2019, worth a combined $407M — down 4.5% from $427M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DSL positions and 16 closed out — a net gain of 2 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.7M. The largest seller was Bank of Montreal, cutting an estimated $13.6M.

  • 146 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q3 2019, up from 145 in Q2 2019.
  • Funds reported $407M of DoubleLine Income Solutions Fund stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 18 funds opened new DoubleLine Income Solutions Fund positions in Q3 2019 and 16 closed out, a net change of +2 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q3 2019 was Morgan Stanley, an estimated $2.7M added.
  • The largest DoubleLine Income Solutions Fund seller in Q3 2019 was Bank of Montreal, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.