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DSL

DoubleLine Income Solutions Fund

171 hedge funds and large institutions have $284M invested in DoubleLine Income Solutions Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 22.4%21.92% (-0.48%)

1% less funds holding

Funds holding: 172171 (-1)

4% less capital invested

Capital invested by funds: $294M → $284M (-$10.7M)

42% less call options, than puts

Call options by funds: $218K | Put options by funds: $378K

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
59
Reduced
57
Closed
15
Calls
$218K
Puts
$378K
Net Calls
-$160K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.07M +$8.54K +686 +0.4%
GSEP
27
Golden State Equity Partners
California
$1.99M +$1.98M +158,762 New
FSA
28
Fort Sheridan Advisors
Illinois
$1.86M +$109K +8,739 +6%
AWM
29
Activest Wealth Management
Florida
$1.67M +$1.38M +110,589 +480%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.5M -$682K -54,811 -31%
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$1.47M -$16.2K -1,300 -1%
SWP
32
Strategic Wealth Partners
Ohio
$1.45M
MPCG
33
Matrix Private Capital Group
New York
$1.36M -$4.67K -375 -0.3%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.32M +$38.9K +3,122 +3%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.29M -$378K -30,359 -23%
RJA
36
Raymond James & Associates
Florida
$1.28M -$94.3K -7,578 -7%
PAG
37
Private Advisor Group
New Jersey
$1.24M +$1.06K +85 +0.1%
PCMU
38
Paragon Capital Management (Utah)
Utah
$1.2M -$3.25K -261 -0.3%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$1.2M +$50.8K +4,085 +4%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.16M +$29.6K +2,376 +3%
ACP
41
Arcus Capital Partners
Georgia
$1.15M -$47K -3,779 -4%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$1.05M
SDWIA
43
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$946K +$184K +14,760 +24%
AWS
44
Atria Wealth Solutions
New York
$922K -$65.6K -5,274 -7%
NA
45
NewEdge Advisors
Louisiana
$920K -$10.8K -870 -1%
WS
46
Wedbush Securities
California
$898K +$337K +27,104 +61%
CPRC
47
Consolidated Portfolio Review Corp
New York
$882K -$192K -15,455 -18%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$845K -$180K -14,489 -18%
FM
49
Foster & Motley
Ohio
$840K -$34.5K -2,771 -4%
TCM
50
Triumph Capital Management
Colorado
$826K -$65.9K -5,295 -7%

DSL Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q2 2024, worth a combined $284M — down 3.6% from $294M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DSL positions and 15 closed out — a net gain of 3 holders — while 59 added to existing stakes and 57 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.76M. The largest seller was Herr Investment Group, cutting an estimated $2.37M.

  • 171 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q2 2024, down from 172 in Q1 2024.
  • Funds reported $284M of DoubleLine Income Solutions Fund stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 18 funds opened new DoubleLine Income Solutions Fund positions in Q2 2024 and 15 closed out, a net change of +3 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $2.76M added.
  • The largest DoubleLine Income Solutions Fund seller in Q2 2024 was Herr Investment Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2024.