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DSL

DoubleLine Income Solutions Fund
DSL

145 hedge funds and large institutions have $427M invested in DoubleLine Income Solutions Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $711K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

5% more funds holding

Funds holding: 138 → 145 (+7)

0.49% less ownership

Funds ownership: 21.66% → 21.17% (-0.49%)

2% less capital invested

Capital invested by funds: $437M → $427M (-$10M)

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
50
Reduced
45
Closed
9
Calls
$1.97M
Puts
$711K
Net Calls
+$1.25M
Net Calls Change
-$380K

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$3.89M
2
SFS
Shaker Financial Services
Virginia
+$1.33M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.19M
4
GSWM
Golden State Wealth Management
California
+$1.18M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.07M

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$7.86M
2
UBS Group
UBS Group
Switzerland
-$6.34M
3
Wells Fargo
Wells Fargo
California
-$2.87M
4
AAM
Advisors Asset Management
Colorado
-$1.39M
5
Stifel Financial
Stifel Financial
Missouri
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSG
51
Black Swift Group
Colorado
$882K -$187K -9,260 -17%
WS
52
Wedbush Securities
California
$863K +$167K +8,280 +24%
SMC
53
Smith, Moore & Co
Missouri
$839K +$13.6K +673 +2%
ACA
54
Aptus Capital Advisors
Alabama
$791K +$1.49K +74 +0.2%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$750K +$757K +37,551 New
PCM
56
Pointe Capital Management
Michigan
$746K -$61.4K -3,043 -8%
OIA
57
Optimum Investment Advisors
Illinois
$744K -$988 -49 -0.1%
VF
58
Virtu Financial
New York
$737K +$744K +36,889 New
WT
59
Whittier Trust
California
$729K -$625 -31 -0.1%
AI
60
ArchPoint Investors
Florida
$667K – – –
Citigroup
61
Citigroup
New York
$662K +$173K +8,560 +35%
ClearBridge Investments
62
ClearBridge Investments
New York
$639K – – –
PI
63
Parkside Investments
Illinois
$628K -$1.22M -60,671 -66%
VCM
64
Vivaldi Capital Management
Illinois
$623K +$425K +21,100 +209%
HCM
65
Hollencrest Capital Management
California
$604K -$43.7K -2,165 -7%
AWM
66
AE Wealth Management
Kansas
$603K +$299K +14,839 +97%
HighTower Advisors
67
HighTower Advisors
Illinois
$591K -$4.92K -244 -0.8%
FSA
68
Fort Sheridan Advisors
Illinois
$578K +$75.1K +3,725 +15%
Millennium Management
69
Millennium Management
New York
$574K +$579K +28,734 New
HWA
70
HCR Wealth Advisors
California
$553K -$51.8K -2,570 -8%
RCA
71
Rowland Carmichael Advisors
Arizona
$553K +$19.8K +980 +4%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$514K +$37.3K +1,849 +8%
BAM
73
Belpointe Asset Management
Nevada
$512K +$27.2K +1,350 +6%
LGWM
74
Litman Gregory Wealth Management
California
$486K -$142K -7,023 -22%
SWP
75
Stratos Wealth Partners
Ohio
$484K -$3.97K -197 -0.8%
1 2
3
4 5

DSL Hedge Fund Activity: Q2 2019 in Review

145 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q2 2019, worth a combined $427M — down 2.3% from $437M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DSL positions and 9 closed out — a net gain of 9 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.89M. The largest seller was Cornerstone Advisory, cutting an estimated $7.86M.

  • 145 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q2 2019, up from 138 in Q1 2019.
  • Funds reported $427M of DoubleLine Income Solutions Fund stock for Q2 2019, down 2.3% quarter-over-quarter.
  • 18 funds opened new DoubleLine Income Solutions Fund positions in Q2 2019 and 9 closed out, a net change of +9 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q2 2019 was Private Advisor Group, an estimated $3.89M added.
  • The largest DoubleLine Income Solutions Fund seller in Q2 2019 was Cornerstone Advisory, an estimated $7.86M sold.

Based on aggregated 13F filings for Q2 2019.