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DSL

DoubleLine Income Solutions Fund

172 hedge funds and large institutions have $294M invested in DoubleLine Income Solutions Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $299M → $294M (-$5.07M)

1.58% less ownership

Funds ownership: 23.98%22.4% (-1.6%)

2% less funds holding

Funds holding: 176172 (-4)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

78% less call options, than puts

Call options by funds: $68K | Put options by funds: $315K

Holders
172
Holders Change
-4
Holders Change %
-2.27%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
77
Reduced
41
Closed
17
Calls
$68K
Puts
$315K
Net Calls
-$247K
Net Calls Change
-$283K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.16M +$2.14M +170,009 New
TLP
27
Trinity Legacy Partners
Texas
$2.12M +$8.42K +670 +0.4%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.09M +$50.4K +4,010 +3%
CAN
29
Cetera Advisor Networks
California
$2.07M +$266K +21,153 +15%
FSA
30
Fort Sheridan Advisors
Illinois
$1.77M +$24.2K +1,926 +1%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.69M +$162K +12,882 +11%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$1.51M -$85.9K -6,840 -5%
SWP
33
Strategic Wealth Partners
Ohio
$1.47M
RJA
34
Raymond James & Associates
Florida
$1.39M -$5.98K -476 -0.4%
MPCG
35
Matrix Private Capital Group
New York
$1.39M +$314 +25 +0%
KAS
36
Kestra Advisory Services
Texas
$1.34M -$70.3K -5,593 -5%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$209K +16,599 +19%
PAG
38
Private Advisor Group
New Jersey
$1.26M -$21.6K -1,717 -2%
PCMU
39
Paragon Capital Management (Utah)
Utah
$1.22M -$21.3K -1,698 -2%
ACP
40
Arcus Capital Partners
Georgia
$1.21M +$29.8K +2,370 +3%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$1.16M +$653K +51,999 +132%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$1.15M +$27.1K +2,160 +2%
CPRC
43
Consolidated Portfolio Review Corp
New York
$1.09M -$15.6K -1,244 -1%
PI
44
PFG Investments
New York
$1.09M +$1.08M +85,876 New
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$1.07M +$4.64K +369 +0.4%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.04M +$11.3K +899 +1%
AWS
47
Atria Wealth Solutions
New York
$1M -$157K -12,533 -14%
NA
48
NewEdge Advisors
Louisiana
$944K -$175K -13,944 -16%
TCM
49
Triumph Capital Management
Colorado
$914K +$11.3K +899 +1%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$904K -$40.1K -3,191 -4%

DSL Hedge Fund Activity: Q1 2024 in Review

172 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2024, worth a combined $294M — down 1.7% from $299M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of DSL and 14 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 77 added.

The largest buyer was Penserra Capital Management, adding an estimated $6.38M. The largest seller was Morgan Stanley, cutting an estimated $33.2M.

  • 172 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2024, down from 176 in Q4 2023.
  • Funds reported $294M of DoubleLine Income Solutions Fund stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 14 funds opened new DoubleLine Income Solutions Fund positions in Q1 2024 and 17 closed out, a net change of -3 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2024 was Penserra Capital Management, an estimated $6.38M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2024 was Morgan Stanley, an estimated $33.2M sold.

Based on aggregated 13F filings for Q1 2024.