We are live on ! Find out more
DSL

DoubleLine Income Solutions Fund

134 hedge funds and large institutions have $482M invested in DoubleLine Income Solutions Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $785K | Put options by funds: $343K

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding

Funds holding: 134134 (0)

0.13% less ownership

Funds ownership: 23.66%23.53% (-0.13%)

1% less capital invested

Capital invested by funds: $489M → $482M (-$6.85M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
134
Holders Change
Holders Change %
0%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
49
Reduced
39
Closed
20
Calls
$785K
Puts
$343K
Net Calls
+$442K
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
51
State of Tennessee, Department of Treasury
Tennessee
$1.21M +$1.21M +60,100 New
FM
52
Foster & Motley
Ohio
$1.12M -$160K -7,960 -12%
AM
53
Ares Management
California
$1.12M
AIP
54
Ahrens Investment Partners
Louisiana
$1.08M -$308K -15,300 -22%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$1.05M +$139K +6,925 +15%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$970K -$263K -13,095 -21%
HWA
57
HCR Wealth Advisors
California
$869K -$12.1K -600 -1%
AA
58
Apriem Advisors
California
$848K -$24.6K -1,224 -3%
PAG
59
Pinnacle Advisory Group
Maryland
$824K -$223K -11,080 -21%
SIA
60
Sit Investment Associates
Minnesota
$791K -$201K -10,000 -20%
SMC
61
Smith, Moore & Co
Missouri
$787K -$22.2K -1,106 -3%
Creative Planning
62
Creative Planning
Kansas
$780K +$216K +10,765 +38%
HCM
63
Hollencrest Capital Management
California
$744K +$442 +22 +0.1%
ClearBridge Investments
64
ClearBridge Investments
New York
$743K +$30.2K +1,500 +4%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$720K -$804 -40 -0.1%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$716K +$68.6K +3,412 +11%
FI
67
FormulaFolio Investments
Michigan
$714K -$985 -49 -0.1%
PCM
68
Pointe Capital Management
Michigan
$705K -$49K -2,438 -6%
NL
69
NWAM LLC
Washington
$590K +$185K +9,209 +46%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$582K -$1.04M -51,717 -64%
SWM
71
SeaCrest Wealth Management
New York
$534K +$109K +5,397 +25%
DADC
72
D.A. Davidson & Co
Montana
$532K -$25.7K -1,279 -5%
CCP
73
Clough Capital Partners
Massachusetts
$526K +$527K +26,200 New
OIA
74
Optimum Investment Advisors
Illinois
$522K +$2.09K +104 +0.4%
WS
75
Wedbush Securities
California
$520K -$2.81K -140 -0.5%

DSL Hedge Fund Activity: Q1 2018 in Review

134 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q1 2018, worth a combined $482M — down 1.4% from $489M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DSL positions and 20 closed out — a net gain of 1 holder — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $4.07M. The largest seller was SG Americas Securities, exiting entirely with an estimated $1.96M sold.

  • 134 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $482M of DoubleLine Income Solutions Fund stock for Q1 2018, down 1.4% quarter-over-quarter.
  • 21 funds opened new DoubleLine Income Solutions Fund positions in Q1 2018 and 20 closed out, a net change of +1 holder.
  • The largest DoubleLine Income Solutions Fund buyer in Q1 2018 was Invesco, an estimated $4.07M added.
  • The largest DoubleLine Income Solutions Fund seller in Q1 2018 was SG Americas Securities, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2018.