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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
IA
76
IFP Advisors
Florida
$482K
FAIM
77
Financial Advocates Investment Management
Washington
$481K +$31.1K +1,548 +7%
POIA
78
Pin Oak Investment Advisors
Texas
$455K
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$443K
ACP
80
Aviance Capital Partners
Florida
$427K +$428K +21,273 New
AC
81
Addison Capital
Pennsylvania
$424K
SWP
82
Stratos Wealth Partners
Ohio
$406K +$79.4K +3,950 +24%
BRWA
83
B. Riley Wealth Advisors
Florida
$387K +$48.4K +2,406 +14%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$371K -$6.31K -314 -2%
AWM
85
AE Wealth Management
Kansas
$367K +$368K +18,290 New
HighTower Advisors
86
HighTower Advisors
Illinois
$366K -$45.5K -2,264 -11%
BP
87
Ballentine Partners
Massachusetts
$361K
HB
88
Homrich & Berg
Georgia
$347K +$347K +17,256 New
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$340K +$341K +16,950 New
CAN
90
Claraphi Advisory Network
United States
$337K -$19.1K -951 -5%
GIP
91
Granite Investment Partners
California
$334K +$63.6K +3,164 +23%
RCM
92
RB Capital Management
Nevada
$304K -$124K -6,159 -29%
FG
93
Fiduciary Group
Georgia
$302K
IIA
94
IPG Investment Advisors
California
$301K
Lido Advisors
95
Lido Advisors
California
$298K +$57.8K +2,876 +24%
Citigroup
96
Citigroup
New York
$296K +$26.1K +1,300 +10%
WIM
97
Westside Investment Management
California
$291K +$292K +14,500 New
SS
98
Simplicity Solutions
Minnesota
$272K +$273K +13,570 New
CCP
99
Cardan Capital Partners
Colorado
$221K +$221K +10,993 New
BA
100
Bard Associates
Illinois
$215K

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.