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DSL

DoubleLine Income Solutions Fund
DSL

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: 165 → 170 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.73M
2
AWM
AE Wealth Management
Kansas
+$1.31M
3
MHS
M Holdings Securities
Oregon
+$936K
4
MGAM
McGowan Group Asset Management
Texas
+$928K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$755K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$8.61M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$1.6M
3
Morgan Stanley
Morgan Stanley
New York
-$1.22M
4
GC
Guggenheim Capital
Illinois
-$776K
5
PFA
Pettinga Financial Advisors
Indiana
-$776K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
MYDA Advisors
New York
$469K +$479K +40,000 New
JFA
77
JNBA Financial Advisors
Minnesota
$442K -$3K -251 -0.7%
AWM
78
Apollon Wealth Management
South Carolina
$437K – – –
OIA
79
Optimum Investment Advisors
Illinois
$427K – – –
AWA
80
Arete Wealth Advisors
Illinois
$417K -$3.22K -269 -0.8%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$416K +$424K +35,458 New
TA
82
Tiedemann Advisors
New York
$414K – – –
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$404K +$77K +6,435 +23%
CFA
84
Capstone Financial Advisors
Illinois
$401K +$410K +34,224 New
PAA
85
Peregrine Asset Advisers
Oregon
$392K +$400K +33,451 New
Mariner
86
Mariner
Kansas
$381K +$130K +10,850 +50%
PCM
87
Parsons Capital Management
Rhode Island
$366K – – –
SPC
88
Sigma Planning Corp
Michigan
$361K +$60.7K +5,074 +20%
WS
89
Wedbush Securities
California
$358K -$19.5K -1,627 -5%
AI
90
ArchPoint Investors
Florida
$352K – – –
CAM
91
Concorde Asset Management
Michigan
$352K – – –
CIBC World Market
92
CIBC World Market
Ontario, Canada
$348K +$355K +29,679 New
GIP
93
Granite Investment Partners
California
$332K +$10.4K +867 +3%
AAM
94
Advisors Asset Management
Colorado
$324K -$2.38K -199 -0.7%
BRWA
95
B. Riley Wealth Advisors
Florida
$312K +$22.9K +1,914 +8%
NCM
96
NCM Capital Management
New Jersey
$305K -$8.38K -700 -3%
IA
97
IFP Advisors
Florida
$292K +$296K +24,717 +12,547%
EH
98
Equitable Holdings
New York
$291K +$646 +54 +0.2%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$288K +$22.7K +1,900 +8%
NAS
100
NWF Advisory Services
California
$282K +$12.8K +1,066 +5%
2 3
4
5 6

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.