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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
Bank of New York Mellon
76
Bank of New York Mellon
New York
$479K -$383K -19,000 -44%
POIA
77
Pin Oak Investment Advisors
Texas
$446K -$10.1K -500 -2%
AF
78
Affiance Financial
Minnesota
$437K – – –
WTC
79
WhitTier Trust Company
Nevada
$426K – – –
APA
80
American Portfolios Advisors
New York
$409K +$55K +2,727 +15%
RCM
81
RB Capital Management
Nevada
$406K +$6.39K +317 +2%
BRWA
82
B. Riley Wealth Advisors
Florida
$406K +$15.8K +784 +4%
SI
83
Stephens Inc
Arkansas
$402K +$406K +20,126 New
AC
84
Addison Capital
Pennsylvania
$401K – – –
SWM
85
SeaCrest Wealth Management
New York
$397K +$28.7K +1,422 +8%
Creative Planning
86
Creative Planning
Kansas
$396K -$105K -5,231 -21%
NL
87
NWAM LLC
Washington
$383K -$13.4K -666 -3%
GIP
88
Granite Investment Partners
California
$373K +$8.17K +405 +2%
OFG
89
OTA Financial Group
New York
$318K +$322K +15,969 New
CAN
90
Claraphi Advisory Network
United States
$317K +$3.69K +183 +1%
GWM
91
Geneos Wealth Management
Colorado
$314K +$24.2K +1,200 +8%
FG
92
Fiduciary Group
Georgia
$306K – – –
CRC
93
Curi RMB Capital
Illinois
$294K – – –
TA
94
Tiedemann Advisors
New York
$278K -$215K -10,656 -43%
SPC
95
Sigma Planning Corp
Michigan
$274K +$42.5K +2,110 +18%
PAG
96
Pinnacle Advisory Group
Maryland
$273K +$21.3K +1,055 +8%
HB
97
Homrich & Berg
Georgia
$256K +$726 +36 +0.3%
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$245K -$35.3K -1,750 -13%
OC
99
Oppenheimer & Co
New York
$237K -$141 -7 -0.1%
IWM
100
IHT Wealth Management
Illinois
$235K -$54.6K -2,706 -19%
2 3
4
5 6

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.