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DSL

DoubleLine Income Solutions Fund

170 hedge funds and large institutions have $258M invested in DoubleLine Income Solutions Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

3% more funds holding

Funds holding: 165170 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 22.04%21.57% (-0.47%)

2% less call options, than puts

Call options by funds: $240K | Put options by funds: $244K

4% less capital invested

Capital invested by funds: $268M → $258M (-$9.85M)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
51
Reduced
57
Closed
12
Calls
$240K
Puts
$244K
Net Calls
-$4K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$880K -$394K -32,919 -30%
TCM
52
Triumph Capital Management
Colorado
$770K +$319K +26,663 +68%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$767K -$287K -24,014 -27%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$739K +$755K +63,041 New
N
55
Natixis
France
$676K -$45K -3,762 -6%
RIG
56
Ramiah Investment Group
Wisconsin
$663K +$53.7K +4,485 +9%
EIP
57
Easterly Investment Partners
Massachusetts
$641K
OC
58
Oppenheimer & Co
New York
$641K +$49.9K +4,169 +8%
NS
59
NBC Securities
Alabama
$629K +$643K +53,695 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$627K -$94K -7,853 -13%
WT
61
Whittier Trust
California
$617K -$49.8K -4,158 -7%
Cerity Partners
62
Cerity Partners
New York
$602K -$76.2K -6,365 -11%
IWC
63
Integrated Wealth Concepts
Massachusetts
$575K +$24.6K +2,053 +4%
HCM
64
Hollencrest Capital Management
California
$561K +$11.2K +939 +2%
TLP
65
Trinity Legacy Partners
Texas
$542K +$554K +46,265 New
SFS
66
Sowell Financial Services
Arkansas
$542K +$47.8K +3,997 +9%
MML Investors Services
67
MML Investors Services
Massachusetts
$533K -$96K -8,021 -15%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$524K -$6.68K -558 -1%
BCA
69
Bay Colony Advisors
Massachusetts
$524K +$2.8K +234 +0.5%
Millennium Management
70
Millennium Management
New York
$524K +$535K +44,668 New
SDWIA
71
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$505K +$56.8K +4,748 +12%
POIA
72
Pin Oak Investment Advisors
Texas
$499K -$21.7K -1,815 -4%
WDC
73
Woodward Diversified Capital
California
$484K
SCA
74
Sage Capital Advisors
South Dakota
$481K +$13.6K +1,134 +3%
CF
75
Centaurus Financial
California
$470K -$215K -18,002 -31%

DSL Hedge Fund Activity: Q3 2023 in Review

170 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Income Solutions Fund (DSL) for Q3 2023, worth a combined $258M — down 3.7% from $268M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DSL positions and 12 closed out — a net gain of 6 holders — while 51 added to existing stakes and 57 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.73M. The largest seller was Penserra Capital Management, cutting an estimated $8.61M.

  • 170 institutional investors held DoubleLine Income Solutions Fund (DSL) as of Q3 2023, up from 165 in Q2 2023.
  • Funds reported $258M of DoubleLine Income Solutions Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 18 funds opened new DoubleLine Income Solutions Fund positions in Q3 2023 and 12 closed out, a net change of +6 holders.
  • The largest DoubleLine Income Solutions Fund buyer in Q3 2023 was Wells Fargo, an estimated $1.73M added.
  • The largest DoubleLine Income Solutions Fund seller in Q3 2023 was Penserra Capital Management, an estimated $8.61M sold.

Based on aggregated 13F filings for Q3 2023.